A detailed history of Wny Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wny Asset Management, LLC holds 4,322 shares of ESGD stock, worth $341,524. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,322
Previous 4,259 1.48%
Holding current value
$341,524
Previous $321,000 7.48%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$73.39 - $80.18 $4,623 - $5,051
63 Added 1.48%
4,322 $345,000
Q4 2023

Feb 21, 2024

BUY
$65.9 - $75.7 $5,535 - $6,358
84 Added 2.01%
4,259 $321,000
Q3 2023

Dec 14, 2023

BUY
$68.87 - $74.82 $287,532 - $312,373
4,175 New
4,175 $288,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Wny Asset Management, LLC Portfolio

Follow Wny Asset Management, LLC 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 Wny Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wny Asset Management, LLC with notifications on news.