Wealth Architects, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Architects, LLC

  • $827 Million
  • Q4 2024

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 45,994 shares of ESGU stock, worth $5.67 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
45,994
Previous 45,888 0.23%
Holding current value
$5.67 Million
Previous $5.79 Million 2.31%
% of portfolio
0.72%
Previous 0.68%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$124.61 - $133.96 $13,208 - $14,199
106 Added 0.23%
45,994 $5.92 Million
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

# of Institutions
858
Shares Held
96.2M
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 Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email