United Capital Financial Advisers, LLC Ishares Trust Ishares Esg Awar Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,070 shares of ESGD stock, worth $427,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,070
Previous 5,028 0.84%
Holding current value
$427,401
Previous $423,000 8.75%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$75.65 - $83.47 $3,177 - $3,505
42 Added 0.84%
5,070 $386,000
Q3 2024

Nov 12, 2024
BUY
$75.63 - $84.89 $3,857 - $4,329
51 Added 1.02%
5,028 $423,000
Q2 2024

Aug 14, 2024
SELL
$76.22 - $82.36 $185,595 - $200,546
-2,435 Reduced 32.85%
4,977 $392,000
Q1 2024

May 15, 2024
BUY
$73.39 - $80.18 $169,897 - $185,616
2,315 Added 45.42%
7,412 $592,000
Q4 2023

Feb 14, 2024
SELL
$65.9 - $75.7 $53,906 - $61,922
-818 Reduced 13.83%
5,097 $385,000
Q3 2023

Nov 14, 2023
SELL
$68.87 - $74.82 $336,774 - $365,869
-4,890 Reduced 45.26%
5,915 $408,000
Q2 2023

Aug 14, 2023
SELL
$70.97 - $74.19 $38,536 - $40,285
-543 Reduced 4.78%
10,805 $788,000
Q1 2023

Aug 14, 2023
BUY
$66.27 - $72.39 $35,984 - $39,307
543 Added 5.03%
11,348 $815,000
Q1 2023

May 15, 2023
SELL
$66.27 - $72.39 $19,947 - $21,789
-301 Reduced 2.58%
11,348 $815,000
Q4 2022

Feb 14, 2023
BUY
$55.83 - $67.96 $140,021 - $170,443
2,508 Added 27.44%
11,649 $765,000
Q3 2022

Nov 14, 2022
BUY
$55.75 - $67.2 $93,492 - $112,694
1,677 Added 22.47%
9,141 $513,000
Q2 2022

Aug 11, 2022
BUY
$61.64 - $74.67 $460,080 - $557,336
7,464 New
7,464 $468,000
Q1 2022

May 16, 2022
SELL
$67.21 - $80.45 $178,913 - $214,157
-2,662 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $204,015 - $219,135
2,662 New
2,662 $212,000
Q2 2021

Aug 13, 2021
SELL
$76.82 - $82.21 $265,950 - $284,611
-3,462 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$72.34 - $76.86 $38,340 - $40,735
-530 Reduced 13.28%
3,462 $263,000
Q4 2020

Feb 17, 2021
BUY
$61.15 - $73.67 $3,485 - $4,199
57 Added 1.45%
3,992 $292,000
Q3 2020

Nov 13, 2020
BUY
$60.95 - $65.87 $36,448 - $39,390
598 Added 17.92%
3,935 $250,000
Q2 2020

Aug 13, 2020
BUY
$50.54 - $64.22 $168,651 - $214,302
3,337 New
3,337 $202,000
Q1 2020

May 15, 2020
SELL
$46.16 - $69.62 $144,111 - $217,353
-3,122 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$62.3 - $68.88 $194,500 - $215,043
3,122 New
3,122 $215,000
Q3 2019

Nov 14, 2019
SELL
$60.17 - $65.28 $283,942 - $308,056
-4,719 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$61.87 - $65.25 $48,011 - $50,634
776 Added 19.68%
4,719 $303,000
Q1 2019

May 14, 2019
BUY
$56.62 - $63.97 $223,252 - $252,233
3,943 New
3,943 $249,000

Others Institutions Holding ESGD

# of Institutions
661
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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