True Link Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$102.91 - $114.96 $765,959 - $855,647	-7,443 Reduced 35.53%	13,508 $1.55 Million
Q4 2023 Jan 19, 2024	SELL	$89.99 - $105.25 $1.32 Million - $1.55 Million	-14,682 Reduced 41.2%	20,951 $2.2 Million
Q3 2023 Oct 30, 2023	SELL	$93.48 - $100.86 $462,539 - $499,055	-4,948 Reduced 12.19%	35,633 $3.35 Million
Q2 2023 Jul 20, 2023	SELL	$88.97 - $97.46 $30.8 Million - $33.7 Million	-345,766 Reduced 89.5%	40,581 $3.96 Million
Q1 2023 May 05, 2023	SELL	$84.05 - $92.64 $8.83 Million - $9.73 Million	-105,074 Reduced 21.38%	386,347 $34.9 Million
Q4 2022 Feb 09, 2023	SELL	$79.22 - $90.53 $1.18 Million - $1.35 Million	-14,871 Reduced 2.94%	491,421 $41.6 Million
Q3 2022 Nov 09, 2022	SELL	$79.41 - $95.97 $327,089 - $395,300	-4,119 Reduced 0.81%	506,292 $40.2 Million
Q2 2022 Aug 04, 2022	SELL	$81.27 - $102.58 $272,742 - $344,258	-3,356 Reduced 0.65%	510,411 $42.8 Million
Q1 2022 May 16, 2022	BUY	$93.13 - $108.44 $9.43 Million - $11 Million	101,293 Added 24.56%	513,767 $52.1 Million
Q4 2021 Feb 01, 2022	BUY	$98.21 - $108.46 $54,899 - $60,629	559 Added 0.14%	412,474 $44.5 Million
Q3 2021 Oct 29, 2021	BUY	$97.63 - $104.12 $991,432 - $1.06 Million	10,155 Added 2.53%	411,915 $40.6 Million
Q2 2021 Aug 19, 2021	SELL	$91.95 - $98.47 $2.24 Million - $2.4 Million	-24,337 Reduced 5.71%	401,760 $39.6 Million
Q1 2021 May 17, 2021	BUY	$84.89 - $91.26 $4.14 Million - $4.45 Million	48,742 Added 12.92%	426,097 $38.7 Million
Q4 2020 Feb 16, 2021	BUY	$74.43 - $86.03 $28.1 Million - $32.5 Million	377,355 New	377,355 $32.5 Million

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.