Marshall & Sterling Wealth Advisors Inc. Ishares Trust Ishares Esg Awar Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,250 shares of ESGD stock, worth $213,165. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,250
Previous 2,145 4.9%
Holding current value
$213,165
Previous $190 Million 9.47%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$87.05 - $93.19 $9,140 - $9,784
105 Added 4.9%
2,250 $208 Million
Q2 2025

Aug 12, 2025
SELL
$73.02 - $90.22 $21,832 - $26,975
-299 Reduced 12.23%
2,145 $190 Million
Q1 2025

May 15, 2025
SELL
$75.32 - $84.77 $50,991 - $57,389
-677 Reduced 21.69%
2,444 $200 Million
Q4 2024

Feb 14, 2025
BUY
$75.65 - $83.47 $236,103 - $260,509
3,121 New
3,121 $238 Million

Others Institutions Holding ESGD

# of Institutions
744
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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