Apollon Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 5,085 shares of ESGD stock, worth $425,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,085

Previous 4,715 7.85%

Holding current value

$425,207

Previous $396,000 2.27%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$75.65 - $83.47 $27,990 - $30,883	370 Added 7.85%	5,085 $387,000
Q3 2024 Nov 04, 2024	BUY	$75.63 - $84.89 $40,386 - $45,331	534 Added 12.77%	4,715 $396,000
Q2 2024 Jul 19, 2024	SELL	$76.22 - $82.36 $73,933 - $79,889	-970 Reduced 18.83%	4,181 $329,000
Q1 2024 May 02, 2024	SELL	$73.39 - $80.18 $15,044 - $16,436	-205 Reduced 3.83%	5,151 $411,000
Q4 2023 Feb 06, 2024	BUY	$65.9 - $75.7 $23,855 - $27,403	362 Added 7.25%	5,356 $404,000
Q3 2023 Nov 14, 2023	SELL	$68.87 - $74.82 $13,016 - $14,140	-189 Reduced 3.65%	4,994 $345,000
Q2 2023 Aug 04, 2023	BUY	$70.97 - $74.19 $5,038 - $5,267	71 Added 1.39%	5,183 $377,000
Q1 2023 May 15, 2023	BUY	$66.27 - $72.39 $34,460 - $37,642	520 Added 11.32%	5,112 $367,000
Q4 2022 Feb 15, 2023	BUY	$55.83 - $67.96 $256,371 - $312,072	4,592 New	4,592 $301,000

Others Institutions Holding ESGD

# of Institutions

662

Shares Held

95.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.

Account

Apollon Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History