A detailed history of Wetherby Asset Management Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wetherby Asset Management Inc holds 39,137 shares of ESGD stock, worth $3.02 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
39,137
Previous 39,123 0.04%
Holding current value
$3.02 Million
Previous $3.08 Million 6.88%
% of portfolio
0.15%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$75.63 - $84.89 $1,058 - $1,188
14 Added 0.04%
39,137 $3.29 Million
Q2 2024

Aug 14, 2024

BUY
$76.22 - $82.36 $914 - $988
12 Added 0.03%
39,123 $3.08 Million
Q4 2023

Feb 14, 2024

SELL
$65.9 - $75.7 $2.1 Million - $2.41 Million
-31,874 Reduced 44.9%
39,111 $2.95 Million
Q3 2023

Nov 14, 2023

SELL
$68.87 - $74.82 $403,371 - $438,220
-5,857 Reduced 7.62%
70,985 $4.91 Million
Q2 2023

Aug 14, 2023

BUY
$70.97 - $74.19 $1.42 Million - $1.49 Million
20,044 Added 35.29%
76,842 $5.6 Million
Q1 2023

May 12, 2023

SELL
$66.27 - $72.39 $358,586 - $391,702
-5,411 Reduced 8.7%
56,798 $4.08 Million
Q4 2022

Feb 14, 2023

BUY
$55.83 - $67.96 $2.47 Million - $3.01 Million
44,266 Added 246.7%
62,209 $4.09 Million
Q3 2022

Nov 14, 2022

SELL
$55.75 - $67.2 $1.89 Million - $2.28 Million
-33,949 Reduced 65.42%
17,943 $1.01 Million
Q2 2022

Aug 15, 2022

BUY
$61.64 - $74.67 $714,099 - $865,051
11,585 Added 28.74%
51,892 $3.26 Million
Q1 2022

May 16, 2022

BUY
$67.21 - $80.45 $1.21 Million - $1.44 Million
17,949 Added 80.28%
40,307 $2.97 Million
Q4 2021

Feb 14, 2022

BUY
$76.64 - $82.32 $537,782 - $577,639
7,017 Added 45.74%
22,358 $1.78 Million
Q3 2021

Nov 15, 2021

BUY
$77.09 - $82.48 $1,233 - $1,319
16 Added 0.1%
15,341 $1.2 Million
Q2 2021

Aug 16, 2021

BUY
$76.82 - $82.21 $1.18 Million - $1.26 Million
15,325 New
15,325 $1.21 Million

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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