Kingswood Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,914 shares of ESGU stock, worth $3.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,914
Previous 19,215 34.86%
Holding current value
$3.14 Million
Previous $2.42 Billion 37.69%
% of portfolio
0.25%
Previous 0.17%

Shares

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

Jan 22, 2025
BUY
$124.61 - $133.96 $834,762 - $897,398
6,699 Added 34.86%
25,914 $3.34 Billion
Q3 2024

Oct 21, 2024
SELL
$113.45 - $126.18 $425,324 - $473,048
-3,749 Reduced 16.33%
19,215 $2.42 Billion
Q2 2024

Jul 09, 2024
SELL
$108.69 - $119.84 $1,739 - $1,917
-16 Reduced 0.07%
22,964 $2.74 Billion
Q1 2024

Apr 15, 2024
BUY
$102.91 - $114.96 $2.36 Million - $2.64 Million
22,980 New
22,980 $2.64 Billion
Q2 2023

Aug 09, 2023
BUY
$88.97 - $97.46 $331,413 - $363,038
3,725 New
3,725 $363 Million

Others Institutions Holding ESGU

# of Institutions
862
Shares Held
98.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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