A detailed history of Arq Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 3,491 shares of ESGD stock, worth $281,130. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,491
Previous 3,441 1.45%
Holding current value
$281,130
Previous $274,000 0.36%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$76.22 - $82.36 $3,811 - $4,118
50 Added 1.45%
3,491 $275,000
Q1 2024

May 23, 2024

BUY
$73.39 - $80.18 $12,843 - $14,031
175 Added 5.36%
3,441 $274,000
Q4 2023

Feb 26, 2024

BUY
$65.9 - $75.7 $1,911 - $2,195
29 Added 0.9%
3,266 $246,000
Q3 2023

Nov 30, 2023

BUY
$68.87 - $74.82 $222,932 - $242,192
3,237 New
3,237 $223,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Arq Wealth Advisors, LLC Portfolio

Follow Arq Wealth Advisors, 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 Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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