Wealthspire Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

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 118,625 shares of ESGD stock, worth $10.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

118,625

Previous 119,680 0.88%

Holding current value

$10.5 Million

Previous $9.11 Million 6.34%

% of portfolio

0.06%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$75.32 - $84.77 $79,462 - $89,432	-1,055 Reduced 0.88%	118,625 $9.69 Million
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

701

Shares Held

96.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

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.

Account

Wealthspire Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History