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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Modern Wealth Management, LLC holds 56,675 shares of ESGD stock, worth $5.37 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
56,675
Previous 57,244 0.99%
Holding current value
$5.37 Million
Previous $5.11 Million 103084.69%
% of portfolio
0.1%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$87.05 - $93.19 $49,531 - $53,025
-569 Reduced 0.99%
56,675 $5.27 Billion
Q2 2025

Nov 12, 2025
BUY
$73.02 - $90.22 $60,971 - $75,333
835 Added 1.48%
57,244 $5.11 Million
Q2 2025

Aug 14, 2025
BUY
$73.02 - $90.22 $3.66 Million - $4.53 Million
50,180 Added 805.59%
56,409 $5.03 Million
Q1 2025

May 15, 2025
BUY
$75.32 - $84.77 $469,168 - $528,032
6,229 New
6,229 $509 Million

Others Institutions Holding ESGD

# of Institutions
746
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email