A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 16,799 shares of ESGU stock, worth $2.19 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,799
Previous 16,738 0.36%
Holding current value
$2.19 Million
Previous $2 Million 6.11%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Oct 30, 2024

BUY
$113.45 - $126.18 $6,920 - $7,696
61 Added 0.36%
16,799 $2.12 Million
Q2 2024

Jul 15, 2024

SELL
$108.69 - $119.84 $189,990 - $209,480
-1,748 Reduced 9.46%
16,738 $2 Million
Q1 2024

May 07, 2024

BUY
$102.91 - $114.96 $2,161 - $2,414
21 Added 0.11%
18,486 $2.13 Million
Q4 2023

Jan 23, 2024

BUY
$89.99 - $105.25 $4,949 - $5,788
55 Added 0.3%
18,465 $1.94 Million
Q3 2023

Oct 18, 2023

SELL
$93.48 - $100.86 $21,033 - $22,693
-225 Reduced 1.21%
18,410 $1.73 Million
Q2 2023

Aug 07, 2023

SELL
$88.97 - $97.46 $63,435 - $69,488
-713 Reduced 3.69%
18,635 $1.82 Million
Q1 2023

Apr 20, 2023

SELL
$84.05 - $92.64 $93,127 - $102,645
-1,108 Reduced 5.42%
19,348 $1.75 Million
Q4 2022

Jan 24, 2023

SELL
$79.22 - $90.53 $129,603 - $148,107
-1,636 Reduced 7.41%
20,456 $0
Q3 2022

Oct 18, 2022

BUY
$79.41 - $95.97 $64,877 - $78,407
817 Added 3.84%
22,092 $1.75 Million
Q2 2022

Jul 20, 2022

SELL
$81.27 - $102.58 $15,685 - $19,797
-193 Reduced 0.9%
21,275 $1.79 Million
Q1 2022

Apr 20, 2022

BUY
$93.13 - $108.44 $405,301 - $471,930
4,352 Added 25.43%
21,468 $2.18 Million
Q4 2021

Jan 12, 2022

BUY
$98.21 - $108.46 $353,556 - $390,456
3,600 Added 26.64%
17,116 $1.85 Million
Q3 2021

Oct 20, 2021

BUY
$97.63 - $104.12 $74,686 - $79,651
765 Added 6.0%
13,516 $1.33 Million
Q2 2021

Jul 26, 2021

BUY
$91.95 - $98.47 $84,961 - $90,986
924 Added 7.81%
12,751 $1.26 Million
Q1 2021

May 07, 2021

BUY
$84.89 - $91.26 $17,232 - $18,525
203 Added 1.75%
11,827 $1.08 Million
Q4 2020

Feb 03, 2021

SELL
$74.43 - $86.03 $38,778 - $44,821
-521 Reduced 4.29%
11,624 $1 Million
Q3 2020

Oct 15, 2020

BUY
$70.41 - $81.56 $36,613 - $42,411
520 Added 4.47%
12,145 $926,000
Q2 2020

Jul 23, 2020

BUY
$55.08 - $72.67 $29,743 - $39,241
540 Added 4.87%
11,625 $814,000
Q1 2020

Apr 07, 2020

BUY
$49.98 - $75.58 $554,028 - $837,804
11,085 New
11,085 $637,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. 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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.