Harvest Group Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 14,625 shares of ESGD stock, worth $1.17 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

14,625

Previous 14,646 0.14%

Holding current value

$1.17 Million

Previous $962,000 9.15%

% of portfolio

0.68%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$66.27 - $72.39 $1,391 - $1,520	-21 Reduced 0.14%	14,625 $1.05 Million
Q4 2022 Jan 27, 2023	BUY	$55.83 - $67.96 $12,115 - $14,747	217 Added 1.5%	14,646 $962,000
Q3 2022 Nov 08, 2022	BUY	$55.75 - $67.2 $108,433 - $130,704	1,945 Added 15.58%	14,429 $838,000
Q2 2022 Aug 04, 2022	SELL	$61.64 - $74.67 $127,348 - $154,268	-2,066 Reduced 14.2%	12,484 $815,000
Q1 2022 Apr 21, 2022	BUY	$67.21 - $80.45 $890,734 - $1.07 Million	13,253 Added 1021.82%	14,550 $1.07 Million
Q1 2021 May 04, 2021	BUY	$72.34 - $76.86 $93,824 - $99,687	1,297 New	1,297 $103,000

Others Institutions Holding ESGD

# of Institutions

646

Shares Held

92.3M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Harvest Group Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History