Erickson Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Erickson Financial Group, LLC

  • $159 Million
  • Q3 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Erickson Financial Group, LLC holds 132,192 shares of ESGU stock, worth $19.4 Million. This represents 12.09% of its overall portfolio holdings.

Number of Shares
132,192
Previous 129,612 1.99%
Holding current value
$19.4 Million
Previous $17.5 Million 9.76%
% of portfolio
12.09%
Previous 11.85%

Shares

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

Oct 27, 2025
BUY
$134.94 - $145.86 $348,145 - $376,318
2,580 Added 1.99%
132,192 $19.2 Million
Q2 2025

Aug 12, 2025
SELL
$108.06 - $135.3 $7,888 - $9,876
-73 Reduced 0.06%
129,612 $17.5 Million
Q1 2025

Apr 15, 2025
BUY
$120.24 - $134.3 $15,751 - $17,593
131 Added 0.1%
129,685 $15.7 Million
Q4 2024

Jan 30, 2025
BUY
$124.61 - $133.96 $34,392 - $36,972
276 Added 0.21%
129,554 $16.7 Million
Q3 2024

Nov 08, 2024
SELL
$113.45 - $126.18 $232,912 - $259,047
-2,053 Reduced 1.56%
129,278 $16.3 Million
Q2 2024

Jul 18, 2024
SELL
$108.69 - $119.84 $113,798 - $125,472
-1,047 Reduced 0.79%
131,331 $15.7 Million
Q1 2024

Apr 29, 2024
BUY
$102.91 - $114.96 $69,052 - $77,138
671 Added 0.51%
132,378 $15.2 Million
Q4 2023

Jan 18, 2024
BUY
$89.99 - $105.25 $229,294 - $268,177
2,548 Added 1.97%
131,707 $13.8 Million
Q3 2023

Oct 24, 2023
BUY
$93.48 - $100.86 $144,987 - $156,433
1,551 Added 1.22%
129,159 $12.1 Million
Q2 2023

Jul 13, 2023
BUY
$88.97 - $97.46 $119,219 - $130,596
1,340 Added 1.06%
127,608 $12.4 Million
Q1 2023

Apr 18, 2023
BUY
$84.05 - $92.64 $91,950 - $101,348
1,094 Added 0.87%
126,268 $11.4 Million
Q4 2022

Jan 17, 2023
SELL
$79.22 - $90.53 $2.93 Million - $3.35 Million
-37,045 Reduced 22.84%
125,174 $0
Q3 2022

Oct 17, 2022
SELL
$79.41 - $95.97 $463,754 - $560,464
-5,840 Reduced 3.47%
162,219 $12.9 Million
Q2 2022

Aug 09, 2022
BUY
$81.27 - $102.58 $291,921 - $368,467
3,592 Added 2.18%
168,059 $14.1 Million
Q1 2022

May 16, 2022
BUY
$93.13 - $108.44 $1.25 Million - $1.46 Million
13,437 Added 8.9%
164,467 $16.7 Million
Q4 2021

Apr 01, 2022
BUY
$98.21 - $108.46 $14.8 Million - $16.4 Million
151,030 New
151,030 $16.3 Million

Others Institutions Holding ESGU

# of Institutions
891
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
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