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

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,545 shares of ESGU stock, worth $667,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,545

Previous 4,697 3.24%

Holding current value

$667,615

Previous $635,000 4.09%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$134.94 - $145.86 $20,510 - $22,170	-152 Reduced 3.24%	4,545 $661,000
Q2 2025 Aug 08, 2025	SELL	$108.06 - $135.3 $23,124 - $28,954	-214 Reduced 4.36%	4,697 $635,000
Q1 2025 May 02, 2025	BUY	$120.24 - $134.3 $3,006 - $3,357	25 Added 0.51%	4,911 $598,000
Q4 2024 Jan 28, 2025	SELL	$124.61 - $133.96 $26,043 - $27,997	-209 Reduced 4.1%	4,886 $629,000
Q3 2024 Nov 12, 2024	BUY	$113.45 - $126.18 $6,920 - $7,696	61 Added 1.21%	5,095 $642,000

Q2 2024 Aug 14, 2024	BUY	$108.69 - $119.84 $152,600 - $168,255	1,404 Added 38.68%	5,034 $600,000
Q1 2024 May 09, 2024	BUY	$102.91 - $114.96 $308 - $344	3 Added 0.08%	3,630 $417,000
Q4 2023 Feb 08, 2024	SELL	$89.99 - $105.25 $17,548 - $20,523	-195 Reduced 5.1%	3,627 $380,000
Q3 2023 Nov 07, 2023	SELL	$93.48 - $100.86 $2,243 - $2,420	-24 Reduced 0.62%	3,822 $358,000
Q2 2023 Aug 10, 2023	SELL	$88.97 - $97.46 $35,321 - $38,691	-397 Reduced 9.36%	3,846 $374,000
Q1 2023 May 15, 2023	SELL	$84.05 - $92.64 $2,269 - $2,501	-27 Reduced 0.63%	4,243 $383,000
Q4 2022 Feb 13, 2023	SELL	$79.22 - $90.53 $59,494 - $67,988	-751 Reduced 14.96%	4,270 $361,000
Q3 2022 Nov 14, 2022	SELL	$79.41 - $95.97 $52,728 - $63,724	-664 Reduced 11.68%	5,021 $399,000
Q2 2022 Aug 16, 2022	BUY	$81.27 - $102.58 $25,274 - $31,902	311 Added 5.79%	5,685 $477,000
Q1 2022 Feb 08, 2024	BUY	$93.13 - $108.44 $259,273 - $301,896	2,784 Added 76.76%	6,411 $649,000
Q4 2021 Feb 17, 2022	BUY	$98.21 - $108.46 $38,891 - $42,950	396 Added 7.96%	5,374 $580,000
Q3 2021 Dec 03, 2021	BUY	$97.63 - $104.12 $18,452 - $19,678	189 Added 3.95%	4,978 $490,000
Q2 2021 Aug 17, 2021	BUY	$91.95 - $98.47 $2,114 - $2,264	23 Added 0.48%	4,789 $474,000
Q1 2021 May 24, 2021	SELL	$84.89 - $91.26 $12,478 - $13,415	-147 Reduced 2.99%	4,766 $438,000
Q4 2020 Feb 16, 2021	SELL	$74.43 - $86.03 $71,378 - $82,502	-959 Reduced 16.33%	4,913 $423,000
Q3 2020 Nov 19, 2020	BUY	$70.41 - $81.56 $6,759 - $7,829	96 Added 1.66%	5,872 $448,000
Q2 2020 Aug 14, 2020	BUY	$55.08 - $72.67 $318,142 - $419,741	5,776 New	5,776 $404,000

Others Institutions Holding ESGU

# of Institutions

891

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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