Amplius Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,953 shares of ESGU stock, worth $286,876. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,953

Previous 2,083 6.24%

Holding current value

$286,876

Previous $303,000 5.61%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$142.82 - $150.36 $18,566 - $19,546	-130 Reduced 6.24%	1,953 $286,000
Q3 2025 Oct 21, 2025	BUY	$134.94 - $145.86 $2,698 - $2,917	20 Added 0.97%	2,083 $303,000
Q2 2025 Aug 04, 2025	BUY	$108.06 - $135.3 $18,262 - $22,865	169 Added 8.92%	2,063 $279,000
Q3 2024 Oct 16, 2024	SELL	$113.45 - $126.18 $13,046 - $14,510	-115 Reduced 5.72%	1,894 $238,000
Q1 2024 Apr 16, 2024	BUY	$102.91 - $114.96 $4,322 - $4,828	42 Added 2.14%	2,009 $230,000

Q4 2023 Jan 10, 2024	BUY	$89.99 - $105.25 $177,010 - $207,026	1,967 New	1,967 $206,000
Q1 2022 May 09, 2022	SELL	$93.13 - $108.44 $108,962 - $126,874	-1,170 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$98.21 - $108.46 $114,905 - $126,898	1,170 New	1,170 $126,000

Others Institutions Holding ESGU

# of Institutions

907

Shares Held

95.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History