Modera Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Modera Wealth Management, LLC holds 142,940 shares of ESGE stock, worth $4.98 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

142,940

Previous 140,552 1.7%

Holding current value

$4.98 Million

Previous $5.12 Million 6.74%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$33.39 - $37.66 $79,735 - $89,932	2,388 Added 1.7%	142,940 $4.77 Million
Q3 2024 Oct 24, 2024	BUY	$32.04 - $37.11 $11,694 - $13,545	365 Added 0.26%	140,552 $5.12 Million
Q2 2024 Jul 29, 2024	SELL	$31.14 - $34.36 $97,779 - $107,890	-3,140 Reduced 2.19%	140,187 $4.7 Million
Q1 2024 May 14, 2024	BUY	$29.99 - $32.59 $76,804 - $83,462	2,561 Added 1.82%	143,327 $4.62 Million
Q4 2023 Feb 14, 2024	BUY	$29.26 - $32.06 $282,476 - $309,507	9,654 Added 7.36%	140,766 $4.51 Million
Q3 2023 Nov 30, 2023	BUY	$30.17 - $33.62 $3.96 Million - $4.41 Million	131,112 New	131,112 $3.97 Million
Q2 2023 Aug 07, 2023	BUY	$30.3 - $32.81 $3.85 Million - $4.17 Million	127,112 New	127,112 $4.02 Million

Others Institutions Holding ESGE

# of Institutions

561

Shares Held

98.8M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History