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 2,710 shares of ESGD stock, worth $218,236. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,710
Holding current value
$218,236
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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