Level Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Level Financial Advisors, Inc.

  • $252 Million
  • Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 4,433 shares of ESGU stock, worth $557,139. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,433
Previous 4,523 1.99%
Holding current value
$557,139
Previous $570,000 0.18%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jan 22, 2025
SELL
$124.61 - $133.96 $11,214 - $12,056
-90 Reduced 1.99%
4,433 $571,000
Q4 2023

Jan 22, 2024
BUY
$89.99 - $105.25 $539 - $631
6 Added 0.13%
4,523 $474,000
Q3 2023

Oct 18, 2023
SELL
$93.48 - $100.86 $64,781 - $69,895
-693 Reduced 13.3%
4,517 $424,000
Q4 2021

Jan 20, 2022
BUY
$98.21 - $108.46 $511,674 - $565,076
5,210 New
5,210 $562,000

Others Institutions Holding ESGU

# of Institutions
860
Shares Held
96.2M
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
Track This Portfolio

Track Level Financial Advisors, Inc. Portfolio

Follow Level Financial Advisors, Inc. 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 Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email