Dynamic Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,514 shares of ESGE stock, worth $156,689. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,514
Previous 3,514 -0.0%
Holding current value
$156,689
Previous $137,000 10.95%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$32.74 - $36.2 $115,048 - $127,206
3,514 New
3,514 $122,000
Q3 2024

Nov 13, 2024
SELL
$32.04 - $37.11 $17,525 - $20,299
-547 Reduced 13.45%
3,520 $128,000
Q2 2024

Aug 15, 2024
SELL
$31.14 - $34.36 $11,708 - $12,919
-376 Reduced 8.46%
4,067 $136,000
Q1 2024

May 15, 2024
SELL
$29.99 - $32.59 $2.93 Million - $3.18 Million
-97,704 Reduced 95.65%
4,443 $143,000
Q4 2023

Feb 13, 2024
BUY
$29.26 - $32.06 $2.99 Million - $3.27 Million
102,147 New
102,147 $3.27 Billion

Others Institutions Holding ESGE

# of Institutions
614
Shares Held
99.8M
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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email