Litman Gregory Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,098 shares of ESGU stock, worth $411,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,098

Previous 3,028 2.31%

Holding current value

$411,848

Previous $382,000 4.45%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$124.61 - $133.96 $8,722 - $9,377	70 Added 2.31%	3,098 $399,000
Q3 2024 Oct 22, 2024	BUY	$113.45 - $126.18 $3,970 - $4,416	35 Added 1.17%	3,028 $382,000
Q2 2024 Jul 30, 2024	SELL	$108.69 - $119.84 $50,758 - $55,965	-467 Reduced 13.5%	2,993 $357,000
Q1 2024 May 03, 2024	BUY	$102.91 - $114.96 $6,483 - $7,242	63 Added 1.85%	3,460 $397,000
Q4 2023 Jan 31, 2024	SELL	$89.99 - $105.25 $21,237 - $24,839	-236 Reduced 6.5%	3,397 $356,000
Q2 2023 Aug 09, 2023	BUY	$88.97 - $97.46 $323,228 - $354,072	3,633 New	3,633 $354,000
Q2 2022 Jul 21, 2022	BUY	$81.27 - $102.58 $288,345 - $363,953	3,548 New	3,548 $298,000

Others Institutions Holding ESGU

# of Institutions

817

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Litman Gregory Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History