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 46,205 shares of ESGU stock, worth $6.23 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
46,205
Previous 58,618 21.18%
Holding current value
$6.23 Million
Previous $7.15 Million 12.52%
% of portfolio
1.64%
Previous 2.05%

Shares

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

Jul 10, 2025
SELL
$108.06 - $135.3 $1.34 Million - $1.68 Million
-12,413 Reduced 21.18%
46,205 $6.25 Million
Q1 2025

May 13, 2025
BUY
$120.24 - $134.3 $1.48 Million - $1.65 Million
12,270 Added 26.47%
58,618 $7.15 Million
Q4 2024

Jan 30, 2025
SELL
$124.61 - $133.96 $80,498 - $86,538
-646 Reduced 1.37%
46,348 $5.97 Million
Q3 2024

Nov 08, 2024
SELL
$113.45 - $126.18 $5,672 - $6,309
-50 Reduced 0.11%
46,994 $5.93 Million
Q1 2024

Apr 24, 2024
SELL
$102.91 - $114.96 $12,863 - $14,370
-125 Reduced 0.27%
47,044 $5.41 Million
Q4 2023

Feb 09, 2024
SELL
$89.99 - $105.25 $10,348 - $12,103
-115 Reduced 0.24%
47,169 $4.95 Million
Q1 2023

May 01, 2023
SELL
$84.05 - $92.64 $1.83 Million - $2.01 Million
-21,725 Reduced 31.48%
47,284 $4.28 Million
Q4 2022

Feb 01, 2023
SELL
$79.22 - $90.53 $6.5 Million - $7.43 Million
-82,095 Reduced 54.33%
69,009 $5.85 Million
Q3 2022

Oct 26, 2022
BUY
$79.41 - $95.97 $255,700 - $309,023
3,220 Added 2.18%
151,104 $12 Million
Q2 2022

Aug 05, 2022
BUY
$81.27 - $102.58 $6.85 Million - $8.64 Million
84,275 Added 132.49%
147,884 $12.4 Million
Q1 2022

May 09, 2022
SELL
$93.13 - $108.44 $298,667 - $347,767
-3,207 Reduced 4.8%
63,609 $6.45 Million
Q4 2021

Feb 09, 2022
SELL
$98.21 - $108.46 $10,017 - $11,062
-102 Reduced 0.15%
66,816 $7.21 Million
Q3 2021

Nov 09, 2021
BUY
$97.63 - $104.12 $61,799 - $65,907
633 Added 0.95%
66,918 $6.59 Million
Q2 2021

Aug 06, 2021
SELL
$91.95 - $98.47 $7,631 - $8,173
-83 Reduced 0.13%
66,285 $6.53 Million
Q4 2020

Jan 29, 2021
BUY
$74.43 - $86.03 $4.94 Million - $5.71 Million
66,368 New
66,368 $5.71 Million

Others Institutions Holding ESGU

# of Institutions
847
Shares Held
95.4M
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 Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. 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 Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email