Walkner Condon Financial Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 6,274 shares of ESGU stock, worth $829,360. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,274
Previous 6,294 0.32%
Holding current value
$829,360
Previous $751,000 5.33%
% of portfolio
0.16%
Previous 0.16%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$113.45 - $126.18 $2,269 - $2,523
-20 Reduced 0.32%
6,274 $791,000
Q2 2024

Jul 26, 2024
SELL
$108.69 - $119.84 $7,173 - $7,909
-66 Reduced 1.04%
6,294 $751,000
Q1 2024

Apr 22, 2024
SELL
$102.91 - $114.96 $2,984 - $3,333
-29 Reduced 0.45%
6,360 $731,000
Q4 2023

Jan 23, 2024
SELL
$89.99 - $105.25 $8,099 - $9,472
-90 Reduced 1.39%
6,389 $670,000
Q3 2023

Oct 19, 2023
BUY
$93.48 - $100.86 $5,515 - $5,950
59 Added 0.92%
6,479 $608,000
Q2 2023

Jul 21, 2023
SELL
$88.97 - $97.46 $1,334 - $1,461
-15 Reduced 0.23%
6,420 $625,000
Q1 2023

Apr 20, 2023
BUY
$84.05 - $92.64 $2,269 - $2,501
27 Added 0.42%
6,435 $582,000
Q4 2022

Jan 25, 2023
BUY
$79.22 - $90.53 $5,307 - $6,065
67 Added 1.06%
6,408 $0
Q3 2022

Oct 28, 2022
BUY
$79.41 - $95.97 $110,221 - $133,206
1,388 Added 28.02%
6,341 $504,000
Q2 2022

Aug 04, 2022
SELL
$81.27 - $102.58 $25,600 - $32,312
-315 Reduced 5.98%
4,953 $416,000
Q1 2022

May 03, 2022
BUY
$93.13 - $108.44 $490,608 - $571,261
5,268 New
5,268 $534 Million
Q4 2021

Feb 11, 2022
SELL
$98.21 - $108.46 $514,620 - $568,330
-5,240 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$97.63 - $104.12 $14,546 - $15,513
-149 Reduced 2.76%
5,240 $517,000
Q2 2021

Aug 10, 2021
SELL
$91.95 - $98.47 $5,425 - $5,809
-59 Reduced 1.08%
5,389 $531,000
Q1 2021

Apr 13, 2021
SELL
$84.89 - $91.26 $233,447 - $250,965
-2,750 Reduced 33.54%
5,448 $495,000
Q4 2020

Jan 12, 2021
BUY
$74.43 - $86.03 $198,876 - $229,872
2,672 Added 48.35%
8,198 $705,000
Q2 2020

Aug 26, 2020
SELL
$55.08 - $72.67 $4,571 - $6,031
-83 Reduced 1.48%
5,526 $387,000
Q1 2020

Aug 26, 2020
SELL
$49.98 - $75.58 $64,924 - $98,178
-1,299 Reduced 18.8%
5,609 $322,000
Q4 2019

Aug 26, 2020
BUY
$63.45 - $71.63 $438,312 - $494,820
6,908 New
6,908 $493,000

Others Institutions Holding ESGU

# of Institutions
810
Shares Held
94.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email