Confluence Wealth Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,591 shares of ESGD stock, worth $340,211. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,591
Previous 3,011 19.26%
Holding current value
$340,211
Previous $268,000 24.25%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$87.05 - $93.19 $50,489 - $54,050
580 Added 19.26%
3,591 $333,000
Q2 2025

Jul 22, 2025
BUY
$73.02 - $90.22 $13,873 - $17,141
190 Added 6.74%
3,011 $268,000
Q1 2025

Apr 24, 2025
BUY
$75.32 - $84.77 $10,996 - $12,376
146 Added 5.46%
2,821 $230,000
Q4 2024

Jan 27, 2025
SELL
$75.65 - $83.47 $2,647 - $2,921
-35 Reduced 1.29%
2,675 $203,000
Q3 2024

Oct 29, 2024
BUY
$75.63 - $84.89 $204,957 - $230,051
2,710 New
2,710 $228,000
Q1 2022

Apr 26, 2022
SELL
$67.21 - $80.45 $58,338 - $69,830
-868 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$76.64 - $82.32 $66,523 - $71,453
868 New
868 $68,000

Others Institutions Holding ESGD

# of Institutions
742
Shares Held
96.2M
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
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