Laurel Wealth Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 95,464 shares of ESGD stock, worth $7.69 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

95,464

Previous 91,213 4.66%

Holding current value

$7.69 Million

Previous $7.68 Million 5.31%

% of portfolio

4.69%

Previous 5.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$75.65 - $83.47 $321,588 - $354,830	4,251 Added 4.66%	95,464 $7.27 Million
Q3 2024 Oct 28, 2024	SELL	$75.63 - $84.89 $681,350 - $764,774	-9,009 Reduced 8.99%	91,213 $7.68 Million
Q2 2024 Jul 25, 2024	SELL	$76.22 - $82.36 $823,785 - $890,146	-10,808 Reduced 9.73%	100,222 $7.9 Million
Q1 2024 Apr 22, 2024	SELL	$73.39 - $80.18 $720,543 - $787,207	-9,818 Reduced 8.12%	111,030 $8.87 Million
Q4 2023 Feb 09, 2024	SELL	$65.9 - $75.7 $150,383 - $172,747	-2,282 Reduced 1.85%	120,848 $9.13 Million
Q3 2023 Oct 27, 2023	BUY	$68.87 - $74.82 $134,985 - $146,647	1,960 Added 1.62%	123,130 $8.51 Million
Q2 2023 Jul 19, 2023	SELL	$70.97 - $74.19 $787,767 - $823,509	-11,100 Reduced 8.39%	121,170 $8.84 Million
Q1 2023 Apr 18, 2023	BUY	$66.27 - $72.39 $782,383 - $854,636	11,806 Added 9.8%	132,270 $9.5 Million
Q4 2022 Feb 01, 2023	BUY	$55.83 - $67.96 $714,735 - $870,023	12,802 Added 11.89%	120,464 $7.92 Million
Q3 2022 Nov 02, 2022	BUY	$55.75 - $67.2 $241,676 - $291,312	4,335 Added 4.2%	107,662 $6.04 Million
Q2 2022 Aug 09, 2022	BUY	$61.64 - $74.67 $269,613 - $326,606	4,374 Added 4.42%	103,327 $6.49 Million
Q1 2022 Apr 28, 2022	BUY	$67.21 - $80.45 $2.92 Million - $3.5 Million	43,477 Added 78.37%	98,953 $7.3 Million
Q4 2021 Feb 01, 2022	SELL	$76.64 - $82.32 $510,882 - $548,745	-6,666 Reduced 10.73%	55,476 $4.41 Million
Q3 2021 Nov 12, 2021	BUY	$77.09 - $82.48 $717,091 - $767,228	9,302 Added 17.6%	62,142 $4.87 Million
Q2 2021 Aug 09, 2021	BUY	$76.82 - $82.21 $474,593 - $507,893	6,178 Added 13.24%	52,840 $4.18 Million
Q1 2021 May 06, 2021	SELL	$72.34 - $76.86 $268,526 - $285,304	-3,712 Reduced 7.37%	46,662 $3.54 Million
Q4 2020 Feb 08, 2021	BUY	$61.15 - $73.67 $3.08 Million - $3.71 Million	50,374 New	50,374 $3.68 Million

Others Institutions Holding ESGD

# of Institutions

648

Shares Held

93.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Account

Laurel Wealth Planning LLC Ishares Trust Ishares Esg Awar Transaction History