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

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 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 3,028 shares of ESGU stock, worth $400,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,028
Previous 2,993 1.17%
Holding current value
$400,271
Previous $357,000 7.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
810
Shares Held
94.7M
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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