Keener Financial Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Keener Financial Planning LLC

$231 Million
Q4 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Keener Financial Planning LLC holds 6,838 shares of ESGU stock, worth $1 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

6,838

Previous 5,261 29.98%

Holding current value

$1 Million

Previous $766,000 32.9%

% of portfolio

0.44%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$142.82 - $150.36 $225,227 - $237,117	1,577 Added 29.98%	6,838 $1.02 Million
Q3 2025 Nov 07, 2025	SELL	$134.94 - $145.86 $46,149 - $49,884	-342 Reduced 6.1%	5,261 $766,000
Q2 2025 Jul 24, 2025	BUY	$108.06 - $135.3 $13,399 - $16,777	124 Added 2.26%	5,603 $758,000
Q1 2025 May 09, 2025	SELL	$120.24 - $134.3 $5,531 - $6,177	-46 Reduced 0.83%	5,479 $667,000
Q4 2024 Jan 29, 2025	SELL	$124.61 - $133.96 $67,414 - $72,472	-541 Reduced 8.92%	5,525 $711,000

Q2 2024 Jul 26, 2024	SELL	$108.69 - $119.84 $18,259 - $20,133	-168 Reduced 2.69%	6,066 $723,000
Q1 2024 May 03, 2024	SELL	$102.91 - $114.96 $11,114 - $12,415	-108 Reduced 1.7%	6,234 $717,000
Q4 2023 Jan 26, 2024	BUY	$89.99 - $105.25 $570,716 - $667,495	6,342 New	6,342 $665,000

Others Institutions Holding ESGU

# of Institutions

902

Shares Held

95.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Keener Financial Planning LLC Ishares Trust Ishares Esg Awar Transaction History