Hb Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Hb Wealth Management, LLC holds 25,210 shares of ESGU stock, worth $3.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,210

Previous 29,824 15.47%

Holding current value

$3.7 Million

Previous $4.04 Million 9.05%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$134.94 - $145.86 $622,613 - $672,998	-4,614 Reduced 15.47%	25,210 $3.67 Million
Q2 2025 Jul 17, 2025	SELL	$108.06 - $135.3 $19,126 - $23,948	-177 Reduced 0.59%	29,824 $4.04 Million
Q1 2025 May 07, 2025	BUY	$120.24 - $134.3 $166,652 - $186,139	1,386 Added 4.84%	30,001 $3.66 Million
Q4 2024 Jan 15, 2025	BUY	$124.61 - $133.96 $75,139 - $80,777	603 Added 2.15%	28,615 $3.69 Million
Q3 2024 Oct 15, 2024	BUY	$113.45 - $126.18 $310,399 - $345,228	2,736 Added 10.82%	28,012 $3.53 Million

Q2 2024 Jul 26, 2024	SELL	$108.69 - $119.84 $6,956 - $7,669	-64 Reduced 0.25%	25,276 $3.02 Million
Q1 2024 Apr 30, 2024	BUY	$102.91 - $114.96 $15,539 - $17,358	151 Added 0.6%	25,340 $2.91 Million
Q4 2023 Jan 16, 2024	BUY	$89.99 - $105.25 $143,534 - $167,873	1,595 Added 6.76%	25,189 $2.64 Million
Q3 2023 Oct 13, 2023	BUY	$93.48 - $100.86 $30,567 - $32,981	327 Added 1.41%	23,594 $2.22 Million
Q2 2023 Jul 13, 2023	BUY	$88.97 - $97.46 $72,154 - $79,040	811 Added 3.61%	23,267 $2.27 Million
Q1 2023 Apr 13, 2023	SELL	$84.05 - $92.64 $1.18 Million - $1.31 Million	-14,093 Reduced 38.56%	22,456 $2.03 Million
Q4 2022 Jan 20, 2023	SELL	$79.22 - $90.53 $227,995 - $260,545	-2,878 Reduced 7.3%	36,549 $0
Q3 2022 Oct 19, 2022	SELL	$79.41 - $95.97 $91,718 - $110,845	-1,155 Reduced 2.85%	39,427 $3.13 Million
Q2 2022 Jul 15, 2022	BUY	$81.27 - $102.58 $187,327 - $236,446	2,305 Added 6.02%	40,582 $3.41 Million
Q1 2022 May 16, 2022	BUY	$93.13 - $108.44 $91,174 - $106,162	979 Added 2.62%	38,277 $3.88 Million
Q4 2021 Feb 15, 2022	BUY	$98.21 - $108.46 $3.66 Million - $4.05 Million	37,298 New	37,298 $4.02 Million

Others Institutions Holding ESGU

# of Institutions

891

Shares Held

95.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History