Great Valley Advisor Group, Inc. Ishares Trust Ishares Esg Awar Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,620 shares of ESGD stock, worth $199,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,620

Previous 2,620 -0.0%

Holding current value

$199,958

Previous $206,000 6.8%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$73.39 - $80.18 $192,281 - $210,071	2,620 New	2,620 $209,000
Q2 2023 Aug 10, 2023	BUY	$70.97 - $74.19 $425 - $445	6 Added 0.21%	2,827 $206,000
Q1 2023 May 02, 2023	SELL	$66.27 - $72.39 $58,914 - $64,354	-889 Reduced 23.96%	2,821 $202,000
Q4 2022 Jan 31, 2023	BUY	$55.83 - $67.96 $207,129 - $252,131	3,710 New	3,710 $243,000
Q2 2022 Jul 19, 2022	SELL	$61.64 - $74.67 $186,954 - $226,474	-3,033 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$67.21 - $80.45 $268 - $321	4 Added 0.13%	3,033 $241,000
Q3 2021 Oct 14, 2021	BUY	$77.09 - $82.48 $231 - $247	3 Added 0.1%	3,029 $237,000
Q4 2020 Jan 29, 2021	BUY	$61.15 - $73.67 $185,039 - $222,925	3,026 New	3,026 $221,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Ishares Trust Ishares Esg Awar Transaction History