Cfm Wealth Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Cfm Wealth Partners LLC

$589 Million
Q4 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 23,662 shares of ESGD stock, worth $1.95 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

23,662

Previous 23,184 2.06%

Holding current value

$1.95 Million

Previous $1.95 Million 7.69%

% of portfolio

0.31%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$75.65 - $83.47 $36,160 - $39,898	478 Added 2.06%	23,662 $1.8 Million
Q3 2024 Oct 23, 2024	SELL	$75.63 - $84.89 $18,075 - $20,288	-239 Reduced 1.02%	23,184 $1.95 Million
Q3 2024 Oct 15, 2024	BUY	$75.63 - $84.89 $18,831 - $21,137	249 Added 1.07%	23,423 $1.97 Million
Q2 2024 Jul 18, 2024	SELL	$76.22 - $82.36 $18,978 - $20,507	-249 Reduced 1.06%	23,174 $1.83 Million
Q1 2024 Apr 15, 2024	BUY	$73.39 - $80.18 $25,833 - $28,223	352 Added 1.53%	23,423 $1.87 Million
Q2 2023 Jul 14, 2023	SELL	$70.97 - $74.19 $199,922 - $208,993	-2,817 Reduced 10.88%	23,071 $1.68 Million
Q1 2023 Apr 12, 2023	BUY	$66.27 - $72.39 $1.72 Million - $1.87 Million	25,888 New	25,888 $1.86 Million
Q3 2022 Oct 17, 2022	BUY	$55.75 - $67.2 $344,981 - $415,833	6,188 Added 31.41%	25,888 $1.45 Million
Q2 2022 Jul 12, 2022	BUY	$61.64 - $74.67 $1.21 Million - $1.47 Million	19,700 New	19,700 $1.24 Million

Others Institutions Holding ESGD

# of Institutions

663

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Cfm Wealth Partners LLC Ishares Trust Ishares Esg Awar Transaction History