Brandywine Oak Private Wealth LLC Ishares Trust Ishares Esg Awar Transaction History

Brandywine Oak Private Wealth LLC

$1.15 Billion
Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 25,681 shares of ESGD stock, worth $2.43 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,681

Previous 26,828 4.28%

Holding current value

$2.43 Million

Previous $2.39 Million 0.25%

% of portfolio

0.21%

Previous 0.22%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$87.05 - $93.19 $99,846 - $106,888	-1,147 Reduced 4.28%	25,681 $2.39 Million
Q2 2025 Jul 24, 2025	SELL	$73.02 - $90.22 $60,168 - $74,341	-824 Reduced 2.98%	26,828 $2.39 Million
Q1 2025 May 07, 2025	SELL	$75.32 - $84.77 $132,563 - $149,195	-1,760 Reduced 5.98%	27,652 $2.26 Million
Q4 2024 Jan 27, 2025	BUY	$75.65 - $83.47 $173,238 - $191,146	2,290 Added 8.44%	29,412 $2.24 Million
Q3 2024 Nov 07, 2024	SELL	$75.63 - $84.89 $57,478 - $64,516	-760 Reduced 2.73%	27,122 $2.28 Million

Q2 2024 Jul 30, 2024	BUY	$76.22 - $82.36 $22,103 - $23,884	290 Added 1.05%	27,882 $2.2 Million
Q1 2024 May 07, 2024	BUY	$73.39 - $80.18 $54,308 - $59,333	740 Added 2.76%	27,592 $2.2 Million
Q4 2023 Feb 05, 2024	BUY	$65.9 - $75.7 $10,609 - $12,187	161 Added 0.6%	26,852 $2.03 Million
Q3 2023 Nov 14, 2023	BUY	$68.87 - $74.82 $52,341 - $56,863	760 Added 2.93%	26,691 $1.85 Million
Q2 2023 Aug 11, 2023	BUY	$70.97 - $74.19 $177,283 - $185,326	2,498 Added 10.66%	25,931 $1.89 Million
Q1 2023 May 10, 2023	BUY	$66.27 - $72.39 $14,248 - $15,563	215 Added 0.93%	23,433 $1.68 Million
Q4 2022 Feb 06, 2023	SELL	$55.83 - $67.96 $68,056 - $82,843	-1,219 Reduced 4.99%	23,218 $1.53 Million
Q3 2022 Nov 10, 2022	SELL	$55.75 - $67.2 $45,157 - $54,432	-810 Reduced 3.21%	24,437 $1.37 Million
Q2 2022 Jul 22, 2022	BUY	$61.64 - $74.67 $381,181 - $461,759	6,184 Added 32.44%	25,247 $1.58 Million
Q1 2022 May 02, 2022	BUY	$67.21 - $80.45 $148,534 - $177,794	2,210 Added 13.11%	19,063 $1.41 Million
Q4 2021 Feb 07, 2022	BUY	$76.64 - $82.32 $481,069 - $516,722	6,277 Added 59.35%	16,853 $1.34 Million
Q3 2021 Oct 18, 2021	BUY	$77.09 - $82.48 $215,543 - $230,614	2,796 Added 35.94%	10,576 $847,000
Q2 2021 Aug 09, 2021	BUY	$76.82 - $82.21 $192,357 - $205,853	2,504 Added 47.46%	7,780 $614,000
Q1 2021 May 06, 2021	BUY	$72.34 - $76.86 $93,318 - $99,149	1,290 Added 32.36%	5,276 $400,000
Q4 2020 Feb 08, 2021	BUY	$61.15 - $73.67 $12,719 - $15,323	208 Added 5.51%	3,986 $291,000
Q3 2020 Oct 16, 2020	BUY	$60.95 - $65.87 $10,239 - $11,066	168 Added 4.65%	3,778 $239,000
Q2 2020 Aug 06, 2020	BUY	$50.54 - $64.22 $182,449 - $231,834	3,610 New	3,610 $224,000

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Brandywine Oak Private Wealth LLC Ishares Trust Ishares Esg Awar Transaction History