Mbe Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,907 shares of ESGU stock, worth $384,479. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,907
Previous 2,474 17.5%
Holding current value
$384,479
Previous $312,000 19.87%
% of portfolio
0.22%
Previous 0.18%

Shares

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

Jan 22, 2025
BUY
$124.61 - $133.96 $53,956 - $58,004
433 Added 17.5%
2,907 $374,000
Q4 2022

Jan 17, 2023
SELL
$79.22 - $90.53 $45,551 - $52,054
-575 Reduced 18.86%
2,474 $0
Q2 2022

Jul 19, 2022
SELL
$81.27 - $102.58 $18,448 - $23,285
-227 Reduced 6.93%
3,049 $256,000
Q3 2021

Oct 25, 2021
SELL
$97.63 - $104.12 $91,186 - $97,248
-934 Reduced 22.19%
3,276 $323,000
Q2 2021

Jul 19, 2021
SELL
$91.95 - $98.47 $1.07 Million - $1.14 Million
-11,603 Reduced 73.38%
4,210 $415,000
Q1 2021

Apr 26, 2021
BUY
$84.89 - $91.26 $76,146 - $81,860
897 Added 6.01%
15,813 $1.44 Million
Q4 2020

Jan 19, 2021
SELL
$74.43 - $86.03 $15,779 - $18,238
-212 Reduced 1.4%
14,916 $1.28 Million
Q2 2020

Aug 14, 2020
BUY
$55.08 - $72.67 $52,436 - $69,181
952 Added 6.72%
15,128 $1.06 Million
Q1 2020

May 07, 2020
BUY
$49.98 - $75.58 $708,516 - $1.07 Million
14,176 New
14,176 $815,000

Others Institutions Holding ESGU

# of Institutions
825
Shares Held
94.6M
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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