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

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

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 2,675 shares of ESGD stock, worth $217,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,675
Previous 2,710 1.29%
Holding current value
$217,343
Previous $228,000 10.96%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
673
Shares Held
97.1M
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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email