Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 5,431 shares of ESGD stock, worth $437,358. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,431
Previous 5,431 -0.0%
Holding current value
$437,358
Previous $428 Million 6.84%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Jul 18, 2024
BUY
$76.22 - $82.36 $7,622 - $8,236
100 Added 1.88%
5,431 $428 Million
Q4 2023

Jan 29, 2024
BUY
$65.9 - $75.7 $4,151 - $4,769
63 Added 1.2%
5,331 $403 Million
Q2 2023

Jul 19, 2023
BUY
$70.97 - $74.19 $6,884 - $7,196
97 Added 1.88%
5,268 $384 Million
Q4 2022

Feb 15, 2023
BUY
$55.83 - $67.96 $288,696 - $351,421
5,171 New
5,171 $340 Million

Others Institutions Holding ESGD

# of Institutions
619
Shares Held
92.8M
Call Options Held
600
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 Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc 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 Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email