Wealthspire Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 119,680 shares of ESGD stock, worth $9.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
119,680
Previous 120,542 0.72%
Holding current value
$9.6 Million
Previous $10.1 Million 10.19%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Feb 03, 2025
SELL
$75.65 - $83.47 $65,210 - $71,951
-862 Reduced 0.72%
119,680 $9.11 Million
Q3 2024

Nov 13, 2024
BUY
$75.63 - $84.89 $8.65 Million - $9.71 Million
114,334 Added 1841.72%
120,542 $10.1 Million
Q2 2024

Aug 08, 2024
BUY
$76.22 - $82.36 $1,143 - $1,235
15 Added 0.24%
6,208 $489,000
Q1 2024

May 06, 2024
BUY
$73.39 - $80.18 $4,183 - $4,570
57 Added 0.93%
6,193 $494,000
Q4 2023

Feb 06, 2024
SELL
$65.9 - $75.7 $19,572 - $22,482
-297 Reduced 4.62%
6,136 $463,000
Q3 2023

Nov 06, 2023
BUY
$68.87 - $74.82 $6,129 - $6,658
89 Added 1.4%
6,433 $444,000
Q2 2023

Jul 31, 2023
BUY
$70.97 - $74.19 $13,555 - $14,170
191 Added 3.1%
6,344 $462,000
Q1 2023

May 09, 2023
SELL
$66.27 - $72.39 $59,510 - $65,006
-898 Reduced 12.74%
6,153 $442,000
Q4 2022

Feb 13, 2023
SELL
$55.83 - $67.96 $57,002 - $69,387
-1,021 Reduced 12.65%
7,051 $463,000
Q3 2022

Nov 14, 2022
BUY
$55.75 - $67.2 $163,013 - $196,492
2,924 Added 56.8%
8,072 $453,000
Q2 2022

Aug 09, 2022
BUY
$61.64 - $74.67 $2,095 - $2,538
34 Added 0.66%
5,148 $323,000
Q1 2022

May 09, 2022
SELL
$67.21 - $80.45 $127,430 - $152,533
-1,896 Reduced 27.05%
5,114 $377,000
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $58,246 - $62,563
760 Added 12.16%
7,010 $557,000
Q3 2021

Nov 15, 2021
BUY
$77.09 - $82.48 $481,812 - $515,500
6,250 New
6,250 $490,000
Q2 2021

Aug 13, 2021
SELL
$76.82 - $82.21 $344,307 - $368,465
-4,482 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$72.34 - $76.86 $324,227 - $344,486
4,482 New
4,482 $340,000
Q1 2019

May 08, 2019
SELL
$56.62 - $63.97 $21,515 - $24,308
-380 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$55.2 - $66.33 $20,976 - $25,205
380 New
380 $22,000

Others Institutions Holding ESGD

# of Institutions
647
Shares Held
93.4M
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email