A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 9,681 shares of ESGD stock, worth $750,567. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,681
Previous 10,113 4.27%
Holding current value
$750,567
Previous $796,000 2.26%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$75.63 - $84.89 $32,672 - $36,672
-432 Reduced 4.27%
9,681 $814,000
Q2 2024

Aug 09, 2024

SELL
$76.22 - $82.36 $119,284 - $128,893
-1,565 Reduced 13.4%
10,113 $796,000
Q1 2024

Apr 15, 2024

BUY
$73.39 - $80.18 $12,769 - $13,951
174 Added 1.51%
11,678 $933,000
Q4 2023

Feb 06, 2024

BUY
$65.9 - $75.7 $65,504 - $75,245
994 Added 9.46%
11,504 $869,000
Q3 2023

Oct 12, 2023

SELL
$68.87 - $74.82 $83,883 - $91,130
-1,218 Reduced 10.39%
10,510 $726,000
Q2 2023

Jul 17, 2023

SELL
$70.97 - $74.19 $4,684 - $4,896
-66 Reduced 0.56%
11,728 $855,000
Q1 2023

May 04, 2023

BUY
$66.27 - $72.39 $89,398 - $97,654
1,349 Added 12.92%
11,794 $847,000
Q4 2022

Feb 13, 2023

BUY
$55.83 - $67.96 $50,358 - $61,299
902 Added 9.45%
10,445 $686,000
Q3 2022

Nov 14, 2022

BUY
$55.75 - $67.2 $107,095 - $129,091
1,921 Added 25.2%
9,543 $536,000
Q2 2022

Aug 15, 2022

BUY
$61.64 - $74.67 $22,930 - $27,777
372 Added 5.13%
7,622 $478,000
Q1 2022

Apr 15, 2022

SELL
$67.21 - $80.45 $201 - $241
-3 Reduced 0.04%
7,250 $535,000
Q4 2021

Feb 11, 2022

BUY
$76.64 - $82.32 $130,977 - $140,684
1,709 Added 30.83%
7,253 $576,000
Q3 2021

Nov 15, 2021

BUY
$77.09 - $82.48 $69,072 - $73,902
896 Added 19.28%
5,544 $435,000
Q2 2021

Aug 16, 2021

BUY
$76.82 - $82.21 $56,232 - $60,177
732 Added 18.69%
4,648 $367,000
Q1 2021

Apr 30, 2021

BUY
$72.34 - $76.86 $66,697 - $70,864
922 Added 30.79%
3,916 $297,000
Q4 2020

Feb 12, 2021

BUY
$61.15 - $73.67 $183,083 - $220,567
2,994 New
2,994 $219,000
Q2 2020

Jul 29, 2020

SELL
$50.54 - $64.22 $37,601 - $47,779
-744 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
$46.16 - $69.62 $6,693 - $10,094
145 Added 24.21%
744 $40,000
Q4 2019

Jan 29, 2020

BUY
$62.3 - $68.88 $35,573 - $39,330
571 Added 2039.29%
599 $41,000
Q3 2019

Oct 17, 2019

SELL
$60.17 - $65.28 $902 - $979
-15 Reduced 34.88%
28 $2,000
Q2 2019

Jul 30, 2019

BUY
$61.87 - $65.25 $618 - $652
10 Added 30.3%
43 $3,000
Q2 2018

Aug 14, 2018

BUY
$64.52 - $69.36 $2,129 - $2,288
33 New
33 $2,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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