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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 27,083 shares of ESGU stock, worth $3.11 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,083
Previous 25,914 4.51%
Holding current value
$3.11 Million
Previous $3.34 Billion 0.95%
% of portfolio
0.13%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$120.24 - $134.3 $140,560 - $156,996
1,169 Added 4.51%
27,083 $3.31 Billion
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
863
Shares Held
97.9M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email