Balanced Rock Investment Advisor Ishares Trust Ishares Esg Awar Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 39,426 shares of ESGD stock, worth $3.29 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
39,426
Previous 52,174 24.43%
Holding current value
$3.29 Million
Previous $4.39 Billion 31.64%
% of portfolio
2.38%
Previous 3.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$75.65 - $83.47 $964,386 - $1.06 Million
-12,748 Reduced 24.43%
39,426 $3 Billion
Q3 2024

Nov 13, 2024
BUY
$75.63 - $84.89 $96,276 - $108,064
1,273 Added 2.5%
52,174 $4.39 Billion
Q2 2024

Jul 31, 2024
BUY
$76.22 - $82.36 $63,796 - $68,935
837 Added 1.67%
50,901 $4.01 Billion
Q1 2024

May 13, 2024
SELL
$73.39 - $80.18 $339,575 - $370,992
-4,627 Reduced 8.46%
50,064 $4 Billion
Q4 2023

Feb 13, 2024
BUY
$65.9 - $75.7 $3.6 Million - $4.14 Million
54,691 New
54,691 $4.13 Billion

Others Institutions Holding ESGD

# of Institutions
662
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor 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 Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email