Ever Source Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,398 shares of ESGU stock, worth $775,437. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,398
Previous 6,660 3.93%
Holding current value
$775,437
Previous $840,000 1.9%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$124.61 - $133.96 $32,647 - $35,097
-262 Reduced 3.93%
6,398 $824,000
Q3 2024

Nov 08, 2024
SELL
$113.45 - $126.18 $14,408 - $16,024
-127 Reduced 1.87%
6,660 $840,000
Q2 2024

Aug 13, 2024
BUY
$108.69 - $119.84 $291,723 - $321,650
2,684 Added 65.42%
6,787 $809,000
Q1 2024

Jun 11, 2024
SELL
$102.91 - $114.96 $255,525 - $285,445
-2,483 Reduced 37.7%
4,103 $471,000
Q4 2023

Feb 09, 2024
SELL
$89.99 - $105.25 $29,966 - $35,048
-333 Reduced 4.81%
6,586 $691,000
Q3 2023

Nov 03, 2023
SELL
$93.48 - $100.86 $280,066 - $302,176
-2,996 Reduced 30.22%
6,919 $649,000
Q2 2023

Aug 04, 2023
SELL
$88.97 - $97.46 $54,538 - $59,742
-613 Reduced 5.82%
9,915 $966,000
Q1 2023

May 11, 2023
SELL
$84.05 - $92.64 $967,079 - $1.07 Million
-11,506 Reduced 52.22%
10,528 $952,000
Q4 2022

Feb 09, 2023
SELL
$79.22 - $90.53 $187,276 - $214,012
-2,364 Reduced 9.69%
22,034 $1.87 Million
Q3 2022

Nov 07, 2022
BUY
$79.41 - $95.97 $193,125 - $233,399
2,432 Added 11.07%
24,398 $1.94 Million
Q2 2022

Aug 01, 2022
BUY
$81.27 - $102.58 $204,881 - $258,604
2,521 Added 12.96%
21,966 $1.84 Million
Q1 2022

May 25, 2022
BUY
$93.13 - $108.44 $91,174 - $106,162
979 Added 5.3%
19,445 $1.97 Million
Q4 2021

Feb 17, 2022
BUY
$98.21 - $108.46 $27,204 - $30,043
277 Added 1.52%
18,466 $1.99 Million
Q4 2021

Feb 07, 2022
BUY
$98.21 - $108.46 $1.79 Million - $1.97 Million
18,189 New
18,189 $1.96 Million

Others Institutions Holding ESGU

# of Institutions
862
Shares Held
98.2M
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
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email