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 120,542 shares of ESGD stock, worth $9.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
120,542
Previous 6,208 1841.72%
Holding current value
$9.18 Million
Previous $489,000 1974.85%
% of portfolio
0.1%
Previous 0.01%

Shares

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

About ISHARES TRUST ISHARES ESG AWAR


  • 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.