West Wealth Group, LLC Ishares Trust Ishares Esg Awar Transaction History

West Wealth Group, LLC

$332 Million
Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, West Wealth Group, LLC holds 11,861 shares of ESGU stock, worth $1.58 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

11,861

Previous 14,532 18.38%

Holding current value

$1.58 Million

Previous $1.83 Million 16.69%

% of portfolio

0.46%

Previous 0.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$124.61 - $133.96 $332,833 - $357,807	-2,671 Reduced 18.38%	11,861 $1.53 Million
Q3 2024 Oct 23, 2024	SELL	$113.45 - $126.18 $205,117 - $228,133	-1,808 Reduced 11.06%	14,532 $1.83 Million
Q2 2024 Aug 01, 2024	SELL	$108.69 - $119.84 $460,628 - $507,881	-4,238 Reduced 20.59%	16,340 $1.95 Million
Q1 2024 May 08, 2024	SELL	$102.91 - $114.96 $10.1 Million - $11.3 Million	-98,249 Reduced 82.68%	20,578 $2.37 Million
Q4 2023 Jan 18, 2024	SELL	$89.99 - $105.25 $3,329 - $3,894	-37 Reduced 0.03%	118,827 $12.5 Million
Q3 2023 Oct 06, 2023	SELL	$93.48 - $100.86 $3.68 Million - $3.97 Million	-39,401 Reduced 24.9%	118,864 $11.2 Million
Q2 2023 Jul 26, 2023	BUY	$88.97 - $97.46 $356,502 - $390,522	4,007 Added 2.6%	158,265 $15.4 Million
Q1 2023 Apr 06, 2023	SELL	$84.05 - $92.64 $22.2 Million - $24.5 Million	-264,489 Reduced 63.16%	154,258 $14 Million
Q4 2022 Jan 23, 2023	SELL	$79.22 - $90.53 $5.02 Million - $5.74 Million	-63,373 Reduced 13.14%	418,747 $0
Q3 2022 Oct 21, 2022	SELL	$79.41 - $95.97 $939,261 - $1.14 Million	-11,828 Reduced 2.39%	482,120 $38.3 Million
Q2 2022 Jul 27, 2022	BUY	$81.27 - $102.58 $573,603 - $724,009	7,058 Added 1.45%	493,948 $41.4 Million
Q1 2022 May 05, 2022	BUY	$93.13 - $108.44 $6.39 Million - $7.44 Million	68,581 Added 16.39%	486,890 $49.3 Million
Q4 2021 May 05, 2022	BUY	$98.21 - $108.46 $41.1 Million - $45.4 Million	418,309 New	418,309 $45.1 Million

Others Institutions Holding ESGU

# of Institutions

817

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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West Wealth Group, LLC Ishares Trust Ishares Esg Awar Transaction History