Wingate Wealth Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 23,426 shares of ESGD stock, worth $2.2 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

23,426

Previous 23,227 0.86%

Holding current value

$2.2 Million

Previous $2.07 Billion 5.11%

% of portfolio

1.51%

Previous 1.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$87.05 - $93.19 $17,322 - $18,544	199 Added 0.86%	23,426 $2.18 Billion
Q2 2025 Jul 29, 2025	BUY	$73.02 - $90.22 $31,471 - $38,884	431 Added 1.89%	23,227 $2.07 Billion
Q1 2025 Apr 23, 2025	SELL	$75.32 - $84.77 $22,445 - $25,261	-298 Reduced 1.29%	22,796 $1.86 Billion
Q4 2024 Jan 28, 2025	BUY	$75.65 - $83.47 $1.75 Million - $1.93 Million	23,094 New	23,094 $1.76 Billion

Others Institutions Holding ESGD

# of Institutions

727

Shares Held

96M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Wingate Wealth Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History