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

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

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 2,089 shares of ESGU stock, worth $257,364. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,089

Previous 2,096 0.33%

Holding current value

$257,364

Previous $264 Million 1.75%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

858

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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