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 46,469 shares of ESGU stock, worth $6.27 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

46,469

Previous 94,097 50.62%

Holding current value

$6.27 Million

Previous $11.5 Million 50.61%

% of portfolio

0.67%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$120.24 - $134.3 $5.73 Million - $6.4 Million	-47,628 Reduced 50.62%	46,469 $5.67 Million
Q1 2025 May 12, 2025	BUY	$120.24 - $134.3 $5.78 Million - $6.46 Million	48,103 Added 104.59%	94,097 $11.5 Million
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

849

Shares Held

95.5M

Call Options Held

Put Options Held

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Wealth Architects, LLC Ishares Trust Ishares Esg Awar Transaction History