A detailed history of Williams & Novak, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Williams & Novak, LLC holds 20,523 shares of ESGD stock, worth $1.65 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
20,523
Previous 21,875 6.18%
Holding current value
$1.65 Million
Previous $1.72 Billion 0.24%
% of portfolio
1.61%
Previous 1.6%

Shares

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

Oct 07, 2024

SELL
$75.63 - $84.89 $102,251 - $114,771
-1,352 Reduced 6.18%
20,523 $1.73 Billion
Q2 2024

Jul 12, 2024

BUY
$76.22 - $82.36 $153,125 - $165,461
2,009 Added 10.11%
21,875 $1.72 Billion
Q4 2023

Jan 25, 2024

BUY
$65.9 - $75.7 $1.31 Million - $1.5 Million
19,866 New
19,866 $1.5 Billion

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.