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 $340,906. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,056
Previous 14,289 71.61%
Holding current value
$340,906
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
663
Shares Held
95.8M
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
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email