Wealthsource Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,056 shares of ESGD stock, worth $384,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,056
Previous 14,289 71.61%
Holding current value
$384,265
Previous $987,000 69.0%
% of portfolio
0.02%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$65.9 - $75.7 $674,354 - $774,638
-10,233 Reduced 71.61%
4,056 $306,000
Q3 2023

Nov 09, 2023
SELL
$68.87 - $74.82 $385,534 - $418,842
-5,598 Reduced 28.15%
14,289 $987,000
Q2 2023

Aug 14, 2023
SELL
$70.97 - $74.19 $33,710 - $35,240
-475 Reduced 2.33%
19,887 $1.45 Million
Q1 2023

May 15, 2023
BUY
$66.27 - $72.39 $186,284 - $203,488
2,811 Added 16.02%
20,362 $1.46 Million
Q4 2022

Feb 09, 2023
BUY
$55.83 - $67.96 $20,377 - $24,805
365 Added 2.12%
17,551 $1.15 Million
Q3 2022

Nov 14, 2022
BUY
$55.75 - $67.2 $173,271 - $208,857
3,108 Added 22.08%
17,186 $965,000
Q2 2022

Aug 10, 2022
SELL
$61.64 - $74.67 $70,084 - $84,899
-1,137 Reduced 7.47%
14,078 $884,000
Q1 2022

May 09, 2022
SELL
$67.21 - $80.45 $1.18 Million - $1.41 Million
-17,507 Reduced 53.5%
15,215 $1.12 Million
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $26,440 - $28,400
345 Added 1.07%
32,722 $2.6 Million
Q3 2021

Nov 18, 2021
BUY
$77.09 - $82.48 $740,372 - $792,137
9,604 Added 42.17%
32,377 $2.54 Million
Q2 2021

Nov 18, 2021
BUY
$76.82 - $82.21 $362,129 - $387,537
4,714 Added 26.1%
22,773 $1.8 Million
Q1 2021

Jun 21, 2021
BUY
$72.34 - $76.86 $704,663 - $748,693
9,741 Added 117.11%
18,059 $1.37 Million
Q4 2020

Feb 12, 2021
SELL
$61.15 - $73.67 $762,357 - $918,443
-12,467 Reduced 59.98%
8,318 $608,000
Q3 2020

Nov 16, 2020
BUY
$60.95 - $65.87 $383,985 - $414,981
6,300 Added 43.49%
20,785 $1.32 Million
Q2 2020

Aug 17, 2020
BUY
$50.54 - $64.22 $195,842 - $248,852
3,875 Added 36.52%
14,485 $878,000
Q1 2020

May 12, 2020
BUY
$46.16 - $69.62 $239,755 - $361,606
5,194 Added 95.9%
10,610 $564,000
Q4 2019

Feb 12, 2020
BUY
$62.3 - $68.88 $337,416 - $373,054
5,416 New
5,416 $372,000

Others Institutions Holding ESGD

# of Institutions
742
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
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More about ESGD
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