Obsidian Personal Planning Solutions LLC Ishares Trust Ishares Esg Awar Transaction History

Obsidian Personal Planning Solutions LLC

$283 Million
Q3 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,365 shares of ESGU stock, worth $200,504. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,365

Previous 1,529 10.73%

Holding current value

$200,504

Previous $206,000 3.88%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$134.94 - $145.86 $22,130 - $23,921	-164 Reduced 10.73%	1,365 $198,000
Q2 2025 Aug 13, 2025	BUY	$108.06 - $135.3 $165,223 - $206,873	1,529 New	1,529 $206,000
Q4 2024 Feb 13, 2025	SELL	$124.61 - $133.96 $6,604 - $7,099	-53 Reduced 3.28%	1,562 $201,000
Q3 2024 Nov 06, 2024	SELL	$113.45 - $126.18 $9,302 - $10,346	-82 Reduced 4.83%	1,615 $203,000
Q2 2024 Jul 25, 2024	BUY	$108.69 - $119.84 $184,446 - $203,368	1,697 New	1,697 $202,000

Q4 2023 Jan 31, 2024	SELL	$89.99 - $105.25 $26,727 - $31,259	-297 Reduced 12.99%	1,989 $208,000
Q3 2023 Nov 27, 2023	SELL	$93.48 - $100.86 $20,752 - $22,390	-222 Reduced 8.85%	2,286 $214,000
Q3 2023 Nov 15, 2023	BUY	$93.48 - $100.86 $234,447 - $252,956	2,508 New	2,508 $235,000

Others Institutions Holding ESGU

# of Institutions

892

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Obsidian Personal Planning Solutions LLC Ishares Trust Ishares Esg Awar Transaction History