A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,600 shares of ESGU stock, worth $332,410. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,600 -0.0%
Holding current value
$332,410
Previous $299 Million 3.79%
% of portfolio
0.2%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

SELL
$89.99 - $105.25 $31,496 - $36,837
-350 Reduced 11.86%
2,600 $273 Million
Q4 2022

Feb 13, 2023

BUY
$79.22 - $90.53 $233,699 - $267,063
2,950 New
2,950 $250 Million

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


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

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.