Zrc Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 41,247 shares of ESGU stock, worth $5.44 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

41,247

Previous 30,745 34.16%

Holding current value

$5.44 Million

Previous $3.88 Billion 36.96%

% of portfolio

2.24%

Previous 1.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$124.61 - $133.96 $1.31 Million - $1.41 Million	10,502 Added 34.16%	41,247 $5.31 Billion
Q3 2024 Oct 04, 2024	BUY	$113.45 - $126.18 $679,338 - $755,565	5,988 Added 24.19%	30,745 $3.88 Billion
Q2 2024 Jul 08, 2024	BUY	$108.69 - $119.84 $611,272 - $673,980	5,624 Added 29.39%	24,757 $2.95 Billion
Q1 2024 Apr 19, 2024	BUY	$102.91 - $114.96 $678,485 - $757,931	6,593 Added 52.58%	19,133 $2.2 Billion
Q3 2023 Oct 10, 2023	BUY	$93.48 - $100.86 $26,922 - $29,047	288 Added 2.35%	12,540 $1.18 Billion
Q2 2023 Jul 06, 2023	BUY	$88.97 - $97.46 $466,469 - $510,982	5,243 Added 74.8%	12,252 $1.19 Billion
Q1 2023 May 04, 2023	BUY	$84.05 - $92.64 $589,106 - $649,313	7,009 New	7,009 $634 Million

Others Institutions Holding ESGU

# of Institutions

835

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Zrc Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History