Venturi Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$68.87 - $74.82 $53,925 - $58,584
-783 Reduced 26.64%
2,156 $149,000
Q1 2023

May 02, 2023
BUY
$66.27 - $72.39 $194,767 - $212,754
2,939 New
2,939 $211,000
Q1 2022

May 13, 2022
SELL
$67.21 - $80.45 $247,937 - $296,780
-3,689 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$76.64 - $82.32 $52,651 - $56,553
687 Added 22.88%
3,689 $293,000
Q3 2021

Oct 19, 2021
BUY
$77.09 - $82.48 $231,424 - $247,604
3,002 New
3,002 $235,000

Others Institutions Holding ESGD

# of Institutions
634
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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