Warren Averett Asset Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,971 shares of ESGD stock, worth $660,293. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,971
Previous 6,931 0.58%
Holding current value
$660,293
Previous $566,000 9.72%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$73.02 - $90.22 $2,920 - $3,608
40 Added 0.58%
6,971 $621,000
Q1 2025

May 15, 2025
BUY
$75.32 - $84.77 $522,042 - $587,540
6,931 New
6,931 $566,000
Q3 2024

Nov 14, 2024
SELL
$75.63 - $84.89 $12,857 - $14,431
-170 Reduced 6.45%
2,466 $207,000
Q2 2024

Aug 14, 2024
BUY
$76.22 - $82.36 $200,915 - $217,100
2,636 New
2,636 $207,000

Others Institutions Holding ESGD

# of Institutions
725
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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