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

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 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 24,914 shares of ESGU stock, worth $3.08 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
24,914
Previous 25,994 4.15%
Holding current value
$3.08 Million
Previous $2.99 Million 0.54%
% of portfolio
0.94%
Previous 0.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding ESGU

# of Institutions
802
Shares Held
97.5M
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