Ifp Advisors, Inc Ishares Trust Ishares Esg Awar Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,968 shares of ESGD stock, worth $499,044. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,968

Previous 5,970 0.03%

Holding current value

$499,044

Previous $502,000 9.56%

% of portfolio

0.02%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$75.65 - $83.47 $151 - $166	-2 Reduced 0.03%	5,968 $454,000
Q3 2024 Feb 04, 2025	BUY	$75.63 - $84.89 $378 - $424	5 Added 0.08%	5,970 $502,000
Q2 2024 Jul 30, 2024	BUY	$76.22 - $82.36 $53,430 - $57,734	701 Added 13.32%	5,965 $469,000
Q1 2024 Jul 30, 2024	BUY	$73.39 - $80.18 $46,162 - $50,433	629 Added 13.57%	5,264 $420,000
Q4 2023 Jan 09, 2024	SELL	$65.9 - $75.7 $14,102 - $16,199	-214 Reduced 4.41%	4,635 $350,000
Q3 2023 Oct 12, 2023	BUY	$68.87 - $74.82 $3,236 - $3,516	47 Added 0.98%	4,849 $335,000
Q2 2023 Aug 04, 2023	BUY	$70.97 - $74.19 $53,156 - $55,568	749 Added 18.48%	4,802 $350,000
Q1 2023 Apr 18, 2023	SELL	$66.27 - $72.39 $2.73 Million - $2.98 Million	-41,143 Reduced 91.03%	4,053 $291,000
Q4 2022 Feb 07, 2023	BUY	$55.83 - $67.96 $5,192 - $6,320	93 Added 0.21%	45,196 $3.05 Million
Q3 2022 Nov 08, 2022	BUY	$55.75 - $67.2 $159,222 - $191,923	2,856 Added 6.76%	45,103 $3.04 Million
Q2 2022 Sep 06, 2022	BUY	$61.64 - $74.67 $2.6 Million - $3.15 Million	42,247 New	42,247 $2.85 Million
Q2 2022 Aug 12, 2022	SELL	$61.64 - $74.67 $2.6 Million - $3.15 Million	-42,247 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$67.21 - $80.45 $2.58 Million - $3.08 Million	38,321 Added 976.08%	42,247 $3.11 Million
Q1 2022 Aug 08, 2022	BUY	$67.21 - $80.45 $22,246 - $26,628	331 Added 9.21%	3,926 $289,000
Q4 2021 Jan 12, 2022	BUY	$76.64 - $82.32 $28,893 - $31,034	377 Added 11.72%	3,595 $287,000
Q3 2021 Oct 06, 2021	BUY	$77.09 - $82.48 $33,302 - $35,631	432 Added 15.51%	3,218 $252,000
Q2 2021 Jul 13, 2021	SELL	$76.82 - $82.21 $3,303 - $3,535	-43 Reduced 1.52%	2,786 $221,000
Q1 2021 Apr 30, 2021	BUY	$72.34 - $76.86 $46,659 - $49,574	645 Added 29.53%	2,829 $216,000
Q4 2020 Jan 25, 2021	BUY	$61.15 - $73.67 $17,916 - $21,585	293 Added 15.49%	2,184 $159,000
Q3 2020 Oct 29, 2020	BUY	$60.95 - $65.87 $2,255 - $2,437	37 Added 2.0%	1,891 $120,000
Q2 2020 Aug 05, 2020	SELL	$50.54 - $64.22 $252 - $321	-5 Reduced 0.27%	1,854 $113,000
Q1 2020 May 12, 2020	BUY	$46.16 - $69.62 $85,672 - $129,214	1,856 Added 61866.67%	1,859 $100,000
Q4 2019 Jan 17, 2020	SELL	$62.3 - $68.88 $5,170 - $5,717	-83 Reduced 96.51%	3 $0
Q3 2019 Nov 07, 2019	SELL	$60.17 - $65.28 $3,610 - $3,916	-60 Reduced 41.1%	86 $5,000
Q4 2018 Jan 23, 2019	SELL	$55.2 - $66.33 $2,318 - $2,785	-42 Reduced 22.34%	146 $8,000
Q2 2018 Aug 07, 2018	SELL	$64.52 - $69.36 $16,646 - $17,894	-258 Reduced 57.85%	188 $0
Q1 2018 Jun 03, 2019	BUY	$65.66 - $72.49 $16,940 - $18,702	258 Added 137.23%	446 $30,000
Q1 2018 May 09, 2018	SELL	$65.66 - $72.49 $16,940 - $18,702	-258 Reduced 57.85%	188 $0
Q4 2017 Jan 24, 2018	BUY	$66.07 - $68.32 $19,820 - $20,495	300 Added 205.48%	446 $0
Q1 2016 Jun 03, 2019	BUY	N/A	146	146 $9,000

Others Institutions Holding ESGD

# of Institutions

662

Shares Held

95.8M

Call Options Held

Put Options Held

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