Lumature Wealth Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 6,374 shares of ESGU stock, worth $936,276. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,374
Previous 6,746 5.51%
Holding current value
$936,276
Previous $610,000 1.8%
% of portfolio
0.37%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$88.97 - $97.46 $33,096 - $36,255
-372 Reduced 5.51%
6,374 $621,000
Q1 2023

May 15, 2023
SELL
$84.05 - $92.64 $23,702 - $26,124
-282 Reduced 4.01%
6,746 $610,000
Q4 2022

Feb 14, 2023
SELL
$79.22 - $90.53 $54,424 - $62,194
-687 Reduced 8.9%
7,028 $595,000
Q3 2022

Nov 10, 2022
BUY
$79.41 - $95.97 $15,246 - $18,426
192 Added 2.55%
7,715 $613,000
Q2 2022

Aug 10, 2022
BUY
$81.27 - $102.58 $487 - $615
6 Added 0.08%
7,523 $631,000
Q1 2022

May 13, 2022
SELL
$93.13 - $108.44 $27,380 - $31,881
-294 Reduced 3.76%
7,517 $762,000
Q4 2021

Feb 10, 2022
SELL
$98.21 - $108.46 $154,189 - $170,282
-1,570 Reduced 16.74%
7,811 $843,000
Q3 2021

Oct 29, 2021
BUY
$97.63 - $104.12 $11,422 - $12,182
117 Added 1.26%
9,381 $924,000
Q2 2021

Aug 10, 2021
SELL
$91.95 - $98.47 $113,650 - $121,708
-1,236 Reduced 11.77%
9,264 $912,000
Q1 2021

May 11, 2021
SELL
$84.89 - $91.26 $521,564 - $560,701
-6,144 Reduced 36.91%
10,500 $954,000
Q4 2020

Feb 08, 2021
BUY
$74.43 - $86.03 $1.24 Million - $1.43 Million
16,644 New
16,644 $1.43 Million

Others Institutions Holding ESGU

# of Institutions
896
Shares Held
95.9M
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 Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email