Root Financial Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,485 shares of ESGD stock, worth $519,648. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,485

Previous 5,272 4.04%

Holding current value

$519,648

Previous $470 Million 8.43%

% of portfolio

0.03%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$87.05 - $93.19 $18,541 - $19,849	213 Added 4.04%	5,485 $510 Million
Q2 2025 Aug 11, 2025	BUY	$73.02 - $90.22 $119,533 - $147,690	1,637 Added 45.03%	5,272 $470 Million
Q1 2025 Apr 24, 2025	SELL	$75.32 - $84.77 $9,189 - $10,341	-122 Reduced 3.25%	3,635 $297 Million
Q2 2024 Aug 02, 2024	SELL	$76.22 - $82.36 $11,814 - $12,765	-155 Reduced 3.96%	3,757 $296 Million
Q4 2023 Jan 29, 2024	BUY	$65.9 - $75.7 $32,554 - $37,395	494 Added 14.45%	3,912 $296 Million

Q2 2023 Jul 26, 2023	SELL	$70.97 - $74.19 $11,568 - $12,092	-163 Reduced 4.55%	3,418 $249 Million
Q1 2023 May 11, 2023	BUY	$66.27 - $72.39 $237,312 - $259,228	3,581 New	3,581 $257 Million

Others Institutions Holding ESGD

# of Institutions

742

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Root Financial Partners, LLC Ishares Trust Ishares Esg Awar Transaction History