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 45,888 shares of ESGU stock, worth $6.07 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
45,888
Previous 44,071 4.12%
Holding current value
$6.07 Million
Previous $5.26 Million 10.12%
% of portfolio
0.68%
Previous 0.66%

Shares

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

Oct 31, 2024

BUY
$113.45 - $126.18 $206,138 - $229,269
1,817 Added 4.12%
45,888 $5.79 Million
Q2 2024

Aug 08, 2024

BUY
$108.69 - $119.84 $1.59 Million - $1.76 Million
14,671 Added 49.9%
44,071 $5.26 Million
Q1 2024

May 13, 2024

BUY
$102.91 - $114.96 $40,958 - $45,754
398 Added 1.37%
29,400 $3.38 Million
Q4 2023

Feb 14, 2024

SELL
$89.99 - $105.25 $95,209 - $111,354
-1,058 Reduced 3.52%
29,002 $3.04 Million
Q3 2023

Nov 09, 2023

BUY
$93.48 - $100.86 $6,356 - $6,858
68 Added 0.23%
30,060 $2.82 Million
Q2 2023

Aug 02, 2023

BUY
$88.97 - $97.46 $827,865 - $906,865
9,305 Added 44.98%
29,992 $2.92 Million
Q1 2023

Apr 21, 2023

BUY
$84.05 - $92.64 $188,608 - $207,884
2,244 Added 12.17%
20,687 $1.87 Million
Q4 2022

Feb 09, 2023

BUY
$79.22 - $90.53 $695,868 - $795,215
8,784 Added 90.94%
18,443 $1.56 Million
Q3 2022

Oct 24, 2022

BUY
$79.41 - $95.97 $312,716 - $377,929
3,938 Added 68.83%
9,659 $767,000
Q2 2022

Jul 29, 2022

SELL
$81.27 - $102.58 $7,070 - $8,924
-87 Reduced 1.5%
5,721 $480,000
Q1 2022

May 17, 2022

BUY
$93.13 - $108.44 $261,788 - $304,824
2,811 Added 93.79%
5,808 $589,000
Q4 2021

Jan 19, 2022

BUY
$98.21 - $108.46 $294,335 - $325,054
2,997 New
2,997 $323,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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