Vertex Planning Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,912 shares of ESGU stock, worth $258,005. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,912

Previous 2,089 8.47%

Holding current value

$258,005

Previous $269 Million 13.38%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$120.24 - $134.3 $21,282 - $23,771	-177 Reduced 8.47%	1,912 $233 Million
Q4 2024 Feb 12, 2025	SELL	$124.61 - $133.96 $872 - $937	-7 Reduced 0.33%	2,089 $269 Million
Q3 2024 Nov 07, 2024	BUY	$113.45 - $126.18 $20,194 - $22,460	178 Added 9.28%	2,096 $264 Million
Q2 2024 Aug 13, 2024	SELL	$108.69 - $119.84 $2,934 - $3,235	-27 Reduced 1.39%	1,918 $229 Million
Q1 2024 May 13, 2024	BUY	$102.91 - $114.96 $200,159 - $223,597	1,945 New	1,945 $224 Million
Q2 2023 Aug 14, 2023	SELL	$88.97 - $97.46 $270,735 - $296,570	-3,043 Reduced 48.74%	3,200 $312 Million
Q1 2023 May 16, 2023	SELL	$84.05 - $92.64 $5.66 Million - $6.24 Million	-67,371 Reduced 91.52%	6,243 $565 Million
Q4 2022 Feb 06, 2023	BUY	$79.22 - $90.53 $5.83 Million - $6.66 Million	73,614 New	73,614 $6.24 Billion

Others Institutions Holding ESGU

# of Institutions

848

Shares Held

95.5M

Call Options Held

Put Options Held

View Full List

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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Trust Ishares Esg Awar Transaction History