Wr Wealth Planners, LLC Ishares Trust Ishares Esg Awar Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 10,040 shares of ESGU stock, worth $1.28 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
10,040
Previous 22,144 54.66%
Holding current value
$1.28 Million
Previous $2.79 Million 53.72%
% of portfolio
0.43%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$124.61 - $133.96 $1.51 Million - $1.62 Million
-12,104 Reduced 54.66%
10,040 $1.29 Million
Q3 2024

Oct 17, 2024
SELL
$113.45 - $126.18 $314,256 - $349,518
-2,770 Reduced 11.12%
22,144 $2.79 Million
Q2 2024

Jul 31, 2024
SELL
$108.69 - $119.84 $117,385 - $129,427
-1,080 Reduced 4.15%
24,914 $2.97 Million
Q1 2024

Jul 31, 2024
SELL
$102.91 - $114.96 $786,232 - $878,294
-7,640 Reduced 22.72%
25,994 $2.99 Million
Q4 2023

Jul 30, 2024
BUY
$89.99 - $105.25 $3.03 Million - $3.54 Million
33,634 New
33,634 $3.53 Million
Q3 2023

Aug 01, 2024
SELL
$93.48 - $100.86 $581,258 - $627,147
-6,218 Reduced 13.0%
41,597 $3.91 Billion
Q2 2023

Aug 01, 2024
BUY
$88.97 - $97.46 $2.04 Million - $2.23 Million
22,901 Added 91.92%
47,815 $4.66 Billion
Q1 2023

Aug 01, 2024
BUY
$84.05 - $92.64 $2.11 Million - $2.32 Million
25,090 Added 100.71%
50,004 $4.52 Billion
Q4 2022

Oct 10, 2024
SELL
$79.22 - $90.53 $625,758 - $715,096
-7,899 Reduced 9.48%
75,448 $6.39 Billion
Q3 2022

Oct 10, 2024
BUY
$79.41 - $95.97 $4.64 Million - $5.61 Million
58,433 Added 234.54%
83,347 $6.62 Billion
Q2 2022

Oct 17, 2024
BUY
$81.27 - $102.58 $29,501 - $37,236
363 Added 0.43%
84,127 $7.06 Billion
Q1 2022

Oct 17, 2024
BUY
$93.13 - $108.44 $5.74 Million - $6.68 Million
61,620 Added 278.27%
83,764 $8.49 Billion

Others Institutions Holding ESGU

# of Institutions
857
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email