A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 51,420 shares of ESGD stock, worth $3.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,420
Previous 56,487 8.97%
Holding current value
$3.92 Million
Previous $4.45 Million 2.74%
% of portfolio
0.05%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$75.63 - $84.89 $383,217 - $430,137
-5,067 Reduced 8.97%
51,420 $4.33 Million
Q2 2024

Aug 13, 2024

BUY
$76.22 - $82.36 $561,284 - $606,499
7,364 Added 14.99%
56,487 $4.45 Million
Q1 2024

Aug 13, 2024

BUY
$73.39 - $80.18 $975,793 - $1.07 Million
13,296 Added 37.11%
49,123 $3.93 Million
Q4 2023

Feb 15, 2024

BUY
$65.9 - $75.7 $556,920 - $639,740
8,451 Added 30.87%
35,827 $2.71 Million
Q3 2023

Nov 15, 2023

BUY
$68.87 - $74.82 $874,166 - $949,690
12,693 Added 86.45%
27,376 $1.89 Million
Q2 2023

Aug 15, 2023

BUY
$70.97 - $74.19 $210,497 - $220,047
2,966 Added 25.31%
14,683 $1.07 Million
Q1 2023

May 15, 2023

BUY
$66.27 - $72.39 $59,576 - $65,078
899 Added 8.31%
11,717 $841,000
Q4 2022

Feb 16, 2023

SELL
$55.83 - $67.96 $717 Million - $873 Million
-12,848,783 Reduced 99.99%
1,582 $104,000
Q4 2022

Feb 16, 2023

BUY
$55.83 - $67.96 $515,645 - $627,678
9,236 Added 583.82%
10,818 $711,000
Q4 2022

Feb 15, 2023

BUY
$55.83 - $67.96 $717 Million - $872 Million
12,836,736 Added 94186.92%
12,850,365 $845 Million
Q3 2022

Nov 14, 2022

BUY
$55.75 - $67.2 $331,656 - $399,772
5,949 Added 77.46%
13,629 $765,000
Q2 2022

Aug 15, 2022

BUY
$61.64 - $74.67 $473,395 - $573,465
7,680 New
7,680 $482,000
Q4 2021

Feb 11, 2022

SELL
$76.64 - $82.32 $240,572 - $258,402
-3,139 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$77.09 - $82.48 $1,079 - $1,154
14 Added 0.45%
3,139 $246,000
Q2 2021

Aug 13, 2021

BUY
$76.82 - $82.21 $153 - $164
2 Added 0.06%
3,125 $247,000
Q1 2021

May 14, 2021

BUY
$72.34 - $76.86 $72 - $76
1 Added 0.03%
3,123 $237,000
Q4 2020

Feb 12, 2021

BUY
$61.15 - $73.67 $190,910 - $229,997
3,122 New
3,122 $228,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.