Vertex Planning Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,096 shares of ESGU stock, worth $274,031. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,096
Previous 1,918 9.28%
Holding current value
$274,031
Previous $229 Million 15.56%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$113.45 - $126.18 $20,194 - $22,460
178 Added 9.28%
2,096 $264 Million
Q2 2024

Aug 13, 2024
SELL
$108.69 - $119.84 $2,934 - $3,235
-27 Reduced 1.39%
1,918 $229 Million
Q1 2024

May 13, 2024
BUY
$102.91 - $114.96 $200,159 - $223,597
1,945 New
1,945 $224 Million
Q2 2023

Aug 14, 2023
SELL
$88.97 - $97.46 $270,735 - $296,570
-3,043 Reduced 48.74%
3,200 $312 Million
Q1 2023

May 16, 2023
SELL
$84.05 - $92.64 $5.66 Million - $6.24 Million
-67,371 Reduced 91.52%
6,243 $565 Million
Q4 2022

Feb 06, 2023
BUY
$79.22 - $90.53 $5.83 Million - $6.66 Million
73,614 New
73,614 $6.24 Billion

Others Institutions Holding ESGU

# of Institutions
810
Shares Held
94.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
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