Concord Wealth Partners Ishares Trust Ishares Esg Awar Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Concord Wealth Partners holds 3,583 shares of ESGD stock, worth $285,099. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,583
Previous 4,055 11.64%
Holding current value
$285,099
Previous $341,000 20.23%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 23, 2025
SELL
$75.65 - $83.47 $35,706 - $39,397
-472 Reduced 11.64%
3,583 $272,000
Q3 2024

Oct 24, 2024
SELL
$75.63 - $84.89 $345,629 - $387,947
-4,570 Reduced 52.99%
4,055 $341,000
Q2 2024

Jul 31, 2024
SELL
$76.22 - $82.36 $294,818 - $318,568
-3,868 Reduced 30.96%
8,625 $679,000
Q1 2024

Apr 30, 2024
SELL
$73.39 - $80.18 $268,167 - $292,977
-3,654 Reduced 22.63%
12,493 $998,000
Q4 2023

Apr 30, 2024
SELL
$65.9 - $75.7 $334,376 - $384,101
-5,074 Reduced 23.91%
16,147 $1.22 Million
Q4 2023

Feb 05, 2024
SELL
$65.9 - $75.7 $334,376 - $384,101
-5,074 Reduced 23.91%
16,147 $1.22 Million
Q3 2023

Apr 30, 2024
BUY
$68.87 - $74.82 $349,446 - $379,636
5,074 Added 31.42%
21,221 $1.47 Million
Q3 2023

Oct 25, 2023
SELL
$68.87 - $74.82 $81,955 - $89,035
-1,190 Reduced 5.31%
21,221 $1.47 Million
Q2 2023

Aug 07, 2023
BUY
$70.97 - $74.19 $119,655 - $125,084
1,686 Added 8.14%
22,411 $1.63 Million
Q1 2023

Apr 26, 2023
SELL
$66.27 - $72.39 $157,126 - $171,636
-2,371 Reduced 10.27%
20,725 $1.49 Million
Q4 2022

Jan 27, 2023
BUY
$55.83 - $67.96 $13,678 - $16,650
245 Added 1.07%
23,096 $1.52 Million
Q3 2022

Nov 10, 2022
SELL
$55.75 - $67.2 $75,820 - $91,392
-1,360 Reduced 5.62%
22,851 $1.28 Million
Q2 2022

Aug 04, 2022
BUY
$61.64 - $74.67 $297,413 - $360,282
4,825 Added 24.89%
24,211 $1.52 Million
Q1 2022

Apr 20, 2022
BUY
$67.21 - $80.45 $222,465 - $266,289
3,310 Added 20.59%
19,386 $1.43 Million
Q4 2021

Jan 21, 2022
BUY
$76.64 - $82.32 $493,561 - $530,140
6,440 Added 66.83%
16,076 $1.28 Million
Q3 2021

Nov 09, 2021
BUY
$77.09 - $82.48 $345,594 - $369,757
4,483 Added 87.0%
9,636 $755,000
Q2 2021

Jul 29, 2021
BUY
$76.82 - $82.21 $395,853 - $423,628
5,153 New
5,153 $407,000

Others Institutions Holding ESGD

# of Institutions
638
Shares Held
92.9M
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 Concord Wealth Partners Portfolio

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

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email