Wharton Business Group, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Wharton Business Group, LLC holds 5,975 shares of ESGE stock, worth $240,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,975

Previous 13,865 56.91%

Holding current value

$240,254

Previous $463,000 54.86%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$32.74 - $36.2 $258,318 - $285,618	-7,890 Reduced 56.91%	5,975 $209,000
Q4 2024 Feb 04, 2025	SELL	$33.39 - $37.66 $70,953 - $80,027	-2,125 Reduced 13.29%	13,865 $463,000
Q1 2024 May 13, 2024	SELL	$29.99 - $32.59 $7,047 - $7,658	-235 Reduced 1.45%	15,990 $515,000
Q3 2023 Nov 06, 2023	SELL	$30.17 - $33.62 $38,768 - $43,201	-1,285 Reduced 7.34%	16,225 $491,000
Q2 2023 Aug 07, 2023	BUY	$30.3 - $32.81 $29,997 - $32,481	990 Added 5.99%	17,510 $554,000
Q1 2023 May 04, 2023	BUY	$29.58 - $33.94 $47,919 - $54,982	1,620 Added 10.87%	16,520 $520,000
Q4 2022 Feb 13, 2023	BUY	$26.89 - $31.56 $94,787 - $111,249	3,525 Added 30.99%	14,900 $448,000
Q3 2022 Oct 31, 2022	BUY	$27.67 - $32.89 $139,733 - $166,094	5,050 Added 79.84%	11,375 $314,000
Q2 2022 Aug 09, 2022	BUY	$31.92 - $38.05 $201,894 - $240,666	6,325 New	6,325 $204,000

Others Institutions Holding ESGE

# of Institutions

585

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.

Account

Wharton Business Group, LLC Ishares, Inc. Ishares Esg Awar Transaction History