Cfm Wealth Partners LLC Ishares, Inc. Ishares Esg Awar Transaction History

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 6,892 shares of ESGE stock, worth $236,533. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,892
Previous 7,011 1.7%
Holding current value
$236,533
Previous $255,000 9.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 24, 2025
SELL
$33.39 - $37.66 $3,973 - $4,481
-119 Reduced 1.7%
6,892 $230,000
Q3 2024

Oct 23, 2024
BUY
$32.04 - $37.11 $22,428 - $25,977
700 Added 11.09%
7,011 $255,000
Q3 2024

Oct 15, 2024
BUY
$32.04 - $37.11 $2,915 - $3,377
91 Added 1.46%
6,311 $229,000
Q2 2024

Jul 18, 2024
SELL
$31.14 - $34.36 $2,833 - $3,126
-91 Reduced 1.44%
6,220 $208,000
Q1 2024

Apr 15, 2024
BUY
$29.99 - $32.59 $189,266 - $205,675
6,311 New
6,311 $203,000
Q1 2023

Apr 12, 2023
BUY
$29.58 - $33.94 $188,513 - $216,299
6,373 New
6,373 $200,000
Q2 2022

Jul 12, 2022
BUY
$31.92 - $38.05 $203,426 - $242,492
6,373 New
6,373 $206,000

Others Institutions Holding ESGE

# of Institutions
551
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners 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 Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email