Waypoint Wealth Partners Inc. Ishares Trust Ishares Esg Awar Transaction History

Waypoint Wealth Partners Inc.

  • $382 Million
  • Q2 2025

A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 39,104 shares of ESGD stock, worth $3.7 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
39,104
Previous 39,104 -0.0%
Holding current value
$3.7 Million
Previous $3.19 Million 9.2%
% of portfolio
0.91%
Previous 0.92%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$75.32 - $84.77 $100,552 - $113,167
-1,335 Reduced 3.3%
39,104 $3.19 Million
Q4 2024

Jan 30, 2025
BUY
$75.65 - $83.47 $1,059 - $1,168
14 Added 0.03%
40,439 $3.08 Million
Q3 2024

Nov 08, 2024
SELL
$75.63 - $84.89 $151,260 - $169,780
-2,000 Reduced 4.71%
40,425 $3.4 Million
Q2 2024

Jul 24, 2024
SELL
$76.22 - $82.36 $16,768 - $18,119
-220 Reduced 0.52%
42,425 $3.34 Million
Q4 2023

Feb 09, 2024
SELL
$65.9 - $75.7 $259,184 - $297,728
-3,933 Reduced 8.44%
42,645 $3.22 Million
Q3 2023

Oct 23, 2023
BUY
$68.87 - $74.82 $260,535 - $283,044
3,783 Added 8.84%
46,578 $3.22 Million
Q1 2023

May 01, 2023
SELL
$66.27 - $72.39 $1.28 Million - $1.4 Million
-19,275 Reduced 31.05%
42,795 $3.07 Million
Q4 2022

Feb 01, 2023
SELL
$55.83 - $67.96 $336,878 - $410,070
-6,034 Reduced 8.86%
62,070 $4.08 Million
Q3 2022

Oct 26, 2022
SELL
$55.75 - $67.2 $3.34 Million - $4.03 Million
-59,910 Reduced 46.8%
68,104 $3.82 Million
Q2 2022

Aug 05, 2022
BUY
$61.64 - $74.67 $4.13 Million - $5 Million
67,012 Added 109.85%
128,014 $8.03 Million
Q1 2022

May 09, 2022
BUY
$67.21 - $80.45 $67 - $80
1 Added 0.0%
61,002 $4.5 Million
Q4 2021

Feb 09, 2022
BUY
$76.64 - $82.32 $41,079 - $44,123
536 Added 0.89%
61,001 $4.85 Million
Q3 2021

Nov 09, 2021
SELL
$77.09 - $82.48 $41,628 - $44,539
-540 Reduced 0.89%
60,465 $4.74 Million
Q2 2021

Aug 06, 2021
SELL
$76.82 - $82.21 $35,337 - $37,816
-460 Reduced 0.75%
61,005 $4.82 Million
Q4 2020

Jan 29, 2021
BUY
$61.15 - $73.67 $3.76 Million - $4.53 Million
61,465 New
61,465 $4.49 Million

About ISHARES TRUST ISHARES ESG AWAR

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