Wade Financial Advisory, Inc Ishares Trust Ishares Esg Awar Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 4,534 shares of ESGD stock, worth $407,923. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,534

Previous 4,470 1.43%

Holding current value

$407,923

Previous $340,000 8.82%

% of portfolio

0.13%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$75.32 - $84.77 $4,820 - $5,425	64 Added 1.43%	4,534 $370,000
Q4 2024 Jan 22, 2025	BUY	$75.65 - $83.47 $54,392 - $60,014	719 Added 19.17%	4,470 $340,000
Q2 2024 Jul 25, 2024	SELL	$76.22 - $82.36 $11,356 - $12,271	-149 Reduced 3.82%	3,751 $295,000
Q1 2024 May 13, 2024	SELL	$73.39 - $80.18 $2,935 - $3,207	-40 Reduced 1.02%	3,900 $311,000
Q4 2023 Feb 09, 2024	BUY	$65.9 - $75.7 $20,429 - $23,467	310 Added 8.54%	3,940 $297,000
Q2 2023 Aug 09, 2023	SELL	$70.97 - $74.19 $88,712 - $92,737	-1,250 Reduced 25.61%	3,630 $264,000
Q4 2022 Jan 12, 2023	SELL	$55.83 - $67.96 $394,997 - $480,816	-7,075 Reduced 59.18%	4,880 $0
Q3 2022 Oct 26, 2022	BUY	$55.75 - $67.2 $2,787 - $3,360	50 Added 0.42%	11,955 $671,000
Q2 2022 Aug 05, 2022	SELL	$61.64 - $74.67 $135,608 - $164,274	-2,200 Reduced 15.6%	11,905 $747,000
Q1 2022 Apr 21, 2022	BUY	$67.21 - $80.45 $709,737 - $849,552	10,560 Added 297.88%	14,105 $1.04 Million
Q3 2021 Nov 02, 2021	BUY	$77.09 - $82.48 $273,284 - $292,391	3,545 New	3,545 $278,000

Others Institutions Holding ESGD

# of Institutions

708

Shares Held

96.4M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Wade Financial Advisory, Inc Ishares Trust Ishares Esg Awar Transaction History