Institute For Wealth Management, Llc. Ishares Trust Ishares Esg Awar Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 50,689 shares of ESGU stock, worth $6.79 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
50,689
Previous 47,465 6.79%
Holding current value
$6.79 Million
Previous $5.99 Million 9.02%
% of portfolio
0.83%
Previous 0.77%

Shares

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

Jan 23, 2025
BUY
$124.61 - $133.96 $401,742 - $431,887
3,224 Added 6.79%
50,689 $6.53 Million
Q3 2024

Nov 12, 2024
BUY
$113.45 - $126.18 $321,630 - $357,720
2,835 Added 6.35%
47,465 $5.99 Million
Q2 2024

Jul 25, 2024
BUY
$108.69 - $119.84 $93,473 - $103,062
860 Added 1.96%
44,630 $5.33 Million
Q1 2024

Apr 30, 2024
SELL
$102.91 - $114.96 $75,124 - $83,920
-730 Reduced 1.64%
43,770 $5.03 Million
Q4 2023

Jan 31, 2024
SELL
$89.99 - $105.25 $61,193 - $71,570
-680 Reduced 1.51%
44,500 $4.67 Million
Q3 2023

Oct 13, 2023
BUY
$93.48 - $100.86 $210,610 - $227,237
2,253 Added 5.25%
45,180 $4.24 Million
Q2 2023

Jul 25, 2023
BUY
$88.97 - $97.46 $280,878 - $307,681
3,157 Added 7.94%
42,927 $4.18 Million
Q1 2023

Apr 20, 2023
BUY
$84.05 - $92.64 $95,312 - $105,053
1,134 Added 2.94%
39,770 $3.6 Million
Q4 2022

Feb 02, 2023
SELL
$79.22 - $90.53 $274,338 - $313,505
-3,463 Reduced 8.23%
38,636 $3.27 Million
Q3 2022

Oct 18, 2022
BUY
$79.41 - $95.97 $126,023 - $152,304
1,587 Added 3.92%
42,099 $3.34 Million
Q2 2022

Jul 25, 2022
BUY
$81.27 - $102.58 $21,780 - $27,491
268 Added 0.67%
40,512 $3.4 Million
Q1 2022

Apr 29, 2022
BUY
$93.13 - $108.44 $44,888 - $52,268
482 Added 1.21%
40,244 $4.08 Million
Q4 2021

Jan 21, 2022
BUY
$98.21 - $108.46 $511,870 - $565,293
5,212 Added 15.09%
39,762 $4.29 Million
Q3 2021

Nov 15, 2021
BUY
$97.63 - $104.12 $337,018 - $359,422
3,452 Added 11.1%
34,550 $3.4 Million
Q2 2021

Jul 21, 2021
BUY
$91.95 - $98.47 $26,205 - $28,063
285 Added 0.92%
31,098 $3.06 Million
Q1 2021

May 04, 2021
BUY
$84.89 - $91.26 $270,459 - $290,754
3,186 Added 11.53%
30,813 $2.8 Million
Q4 2020

Feb 01, 2021
BUY
$74.43 - $86.03 $523,094 - $604,618
7,028 Added 34.12%
27,627 $2.38 Million
Q3 2020

Nov 03, 2020
BUY
$70.41 - $81.56 $687,060 - $795,862
9,758 Added 90.01%
20,599 $1.57 Million
Q2 2020

Jul 30, 2020
BUY
$55.08 - $72.67 $364,299 - $480,639
6,614 Added 156.47%
10,841 $759,000
Q1 2020

Apr 29, 2020
BUY
$49.98 - $75.58 $55,427 - $83,818
1,109 Added 35.57%
4,227 $243,000
Q4 2019

Feb 27, 2020
BUY
$63.45 - $71.63 $183,751 - $207,440
2,896 Added 1304.5%
3,118 $222,000
Q4 2019

Jan 27, 2020
BUY
$63.45 - $71.63 $14,085 - $15,901
222 New
222 $222,000

Others Institutions Holding ESGU

# of Institutions
815
Shares Held
94.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
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