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

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Modera Wealth Management, LLC holds 57,023 shares of ESGU stock, worth $8.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
57,023
Previous 56,798 0.4%
Holding current value
$8.38 Million
Previous $7.68 Million 8.04%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 31, 2025
BUY
$134.94 - $145.86 $30,361 - $32,818
225 Added 0.4%
57,023 $8.3 Million
Q2 2025

Aug 06, 2025
BUY
$108.06 - $135.3 $226,277 - $283,318
2,094 Added 3.83%
56,798 $7.68 Million
Q1 2025

May 08, 2025
SELL
$120.24 - $134.3 $98,717 - $110,260
-821 Reduced 1.48%
54,704 $6.67 Million
Q4 2024

Feb 05, 2025
SELL
$124.61 - $133.96 $94,703 - $101,809
-760 Reduced 1.35%
55,525 $7.15 Million
Q3 2024

Oct 24, 2024
SELL
$113.45 - $126.18 $212,264 - $236,082
-1,871 Reduced 3.22%
56,285 $7.1 Million
Q2 2024

Jul 29, 2024
SELL
$108.69 - $119.84 $506,060 - $557,975
-4,656 Reduced 7.41%
58,156 $6.94 Million
Q1 2024

May 14, 2024
SELL
$102.91 - $114.96 $182,459 - $203,824
-1,773 Reduced 2.75%
62,812 $7.22 Million
Q4 2023

Feb 14, 2024
BUY
$89.99 - $105.25 $100,788 - $117,880
1,120 Added 1.76%
64,585 $6.78 Million
Q3 2023

Nov 30, 2023
BUY
$93.48 - $100.86 $5.93 Million - $6.4 Million
63,465 New
63,465 $5.96 Million
Q2 2023

Aug 07, 2023
BUY
$88.97 - $97.46 $5.47 Million - $6 Million
61,523 Added 2050.77%
64,523 $6.29 Million
Q4 2022

Feb 07, 2023
BUY
$79.22 - $90.53 $237,660 - $271,590
3,000 New
3,000 $254,000
Q2 2022

Jul 27, 2022
BUY
$81.27 - $102.58 $258,032 - $325,691
3,175 New
3,175 $266,000

Others Institutions Holding ESGU

# of Institutions
891
Shares Held
95.8M
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 Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email