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 1,945 shares of ESGU stock, worth $236,862. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,945
Holding current value
$236,862
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.9 - $90.53 $6.1 Million - $6.66 Million
73,614 New
73,614 $6.24 Billion

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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