Visionary Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Visionary Wealth Advisors holds 3,920 shares of ESGU stock, worth $503,916. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,920

Previous 3,965 1.13%

Holding current value

$503,916

Previous $510,000 6.47%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$120.24 - $134.3 $5,410 - $6,043	-45 Reduced 1.13%	3,920 $477,000
Q4 2024 Feb 13, 2025	SELL	$124.61 - $133.96 $2,492 - $2,679	-20 Reduced 0.5%	3,965 $510,000
Q3 2024 Nov 12, 2024	BUY	$113.45 - $126.18 $453 - $504	4 Added 0.1%	3,985 $502,000
Q2 2024 Aug 13, 2024	SELL	$108.69 - $119.84 $7,608 - $8,388	-70 Reduced 1.73%	3,981 $475,000
Q1 2024 May 15, 2024	SELL	$102.91 - $114.96 $1,955 - $2,184	-19 Reduced 0.47%	4,051 $465,000
Q4 2023 Feb 14, 2024	SELL	$89.99 - $105.25 $57,143 - $66,833	-635 Reduced 13.5%	4,070 $427,000
Q3 2023 Nov 13, 2023	SELL	$93.48 - $100.86 $30,661 - $33,082	-328 Reduced 6.52%	4,705 $441,000
Q2 2023 Aug 11, 2023	SELL	$88.97 - $97.46 $31,940 - $34,988	-359 Reduced 6.66%	5,033 $490,000
Q1 2023 May 15, 2023	SELL	$84.05 - $92.64 $43,285 - $47,709	-515 Reduced 8.72%	5,392 $487,000
Q4 2022 Feb 13, 2023	SELL	$79.22 - $90.53 $45,789 - $52,326	-578 Reduced 8.91%	5,907 $501,000
Q3 2022 Nov 14, 2022	SELL	$79.41 - $95.97 $126,261 - $152,592	-1,590 Reduced 19.69%	6,485 $515,000
Q2 2022 Aug 12, 2022	SELL	$81.27 - $102.58 $1.08 Million - $1.36 Million	-13,292 Reduced 62.21%	8,075 $678,000
Q1 2022 May 12, 2022	SELL	$93.13 - $108.44 $372,333 - $433,543	-3,998 Reduced 15.76%	21,367 $2.17 Million
Q4 2021 Feb 14, 2022	SELL	$98.21 - $108.46 $255,542 - $282,212	-2,602 Reduced 9.3%	25,365 $2.74 Million
Q3 2021 Nov 12, 2021	BUY	$97.63 - $104.12 $126,626 - $135,043	1,297 Added 4.86%	27,967 $2.75 Million
Q2 2021 Aug 13, 2021	BUY	$91.95 - $98.47 $382,879 - $410,029	4,164 Added 18.5%	26,670 $2.63 Million
Q1 2021 May 18, 2021	BUY	$84.89 - $91.26 $763,840 - $821,157	8,998 Added 66.61%	22,506 $2.05 Million
Q4 2020 Feb 16, 2021	BUY	$74.43 - $86.03 $4,465 - $5,161	60 Added 0.45%	13,508 $1.16 Million
Q3 2020 Nov 16, 2020	SELL	$70.41 - $81.56 $386,128 - $447,275	-5,484 Reduced 28.97%	13,448 $1.03 Million
Q2 2020 Aug 14, 2020	BUY	$55.08 - $72.67 $720,721 - $950,886	13,085 Added 223.79%	18,932 $1.33 Million
Q1 2020 May 15, 2020	BUY	$49.98 - $75.58 $292,233 - $441,916	5,847 New	5,847 $336,000

Others Institutions Holding ESGU

# of Institutions

850

Shares Held

95.5M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Visionary Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History