Wealth Architects, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Architects, LLC

$846 Million
Q1 2025

A detailed history of Wealth Architects, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealth Architects, LLC holds 106,225 shares of ESGD stock, worth $9.36 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

106,225

Previous 120,911 12.15%

Holding current value

$9.36 Million

Previous $9.88 Million 12.15%

% of portfolio

1.03%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$75.32 - $84.77 $1.11 Million - $1.24 Million	-14,686 Reduced 12.15%	106,225 $8.68 Million
Q1 2025 May 12, 2025	BUY	$75.32 - $84.77 $1.24 Million - $1.39 Million	16,448 Added 15.75%	120,911 $9.88 Million
Q4 2024 Feb 10, 2025	BUY	$75.65 - $83.47 $439,375 - $484,793	5,808 Added 5.89%	104,463 $7.95 Million
Q3 2024 Oct 31, 2024	BUY	$75.63 - $84.89 $511,334 - $573,941	6,761 Added 7.36%	98,655 $8.3 Million
Q2 2024 Aug 08, 2024	BUY	$76.22 - $82.36 $1.58 Million - $1.7 Million	20,681 Added 29.04%	91,894 $7.24 Million
Q1 2024 May 13, 2024	SELL	$73.39 - $80.18 $65,170 - $71,199	-888 Reduced 1.23%	71,213 $5.69 Million
Q4 2023 Feb 14, 2024	SELL	$65.9 - $75.7 $24,844 - $28,538	-377 Reduced 0.52%	72,101 $5.45 Million
Q3 2023 Nov 09, 2023	BUY	$68.87 - $74.82 $160,742 - $174,629	2,334 Added 3.33%	72,478 $5.01 Million
Q2 2023 Aug 02, 2023	BUY	$70.97 - $74.19 $328,662 - $343,573	4,631 Added 7.07%	70,144 $5.12 Million
Q1 2023 Apr 21, 2023	BUY	$66.27 - $72.39 $83,897 - $91,645	1,266 Added 1.97%	65,513 $4.71 Million
Q4 2022 Feb 09, 2023	SELL	$55.83 - $67.96 $130,251 - $158,550	-2,333 Reduced 3.5%	64,247 $4.22 Million
Q3 2022 Oct 24, 2022	BUY	$55.75 - $67.2 $1.95 Million - $2.35 Million	35,013 Added 110.92%	66,580 $3.74 Million
Q2 2022 Jul 29, 2022	BUY	$61.64 - $74.67 $1.31 Million - $1.59 Million	21,239 Added 205.64%	31,567 $1.98 Million
Q1 2022 May 17, 2022	SELL	$67.21 - $80.45 $255,263 - $305,549	-3,798 Reduced 26.89%	10,328 $761,000
Q4 2021 Jan 19, 2022	BUY	$76.64 - $82.32 $1.08 Million - $1.16 Million	14,126 New	14,126 $1.12 Million

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Wealth Architects, LLC Ishares Trust Ishares Esg Awar Transaction History