Olio Financial Planning Ishares Trust Ishares Esg Awar Transaction History

Olio Financial Planning

$284 Million
Q4 2024

A detailed history of Olio Financial Planning transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Olio Financial Planning holds 14,239 shares of ESGU stock, worth $1.73 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

14,239

Previous 17,993 20.86%

Holding current value

$1.73 Million

Previous $2.27 Million 19.21%

% of portfolio

0.65%

Previous 0.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$124.61 - $133.96 $467,785 - $502,885	-3,754 Reduced 20.86%	14,239 $1.83 Million
Q4 2023 Jan 10, 2024	BUY	$89.99 - $105.25 $36,625 - $42,836	407 Added 2.31%	17,993 $1.89 Million
Q3 2023 Oct 19, 2023	SELL	$93.48 - $100.86 $55,527 - $59,910	-594 Reduced 3.27%	17,586 $1.65 Million
Q2 2023 Jul 13, 2023	BUY	$88.97 - $97.46 $9,786 - $10,720	110 Added 0.61%	18,180 $1.77 Million
Q1 2023 Apr 11, 2023	BUY	$84.05 - $92.64 $73,375 - $80,874	873 Added 5.08%	18,070 $1.63 Million
Q4 2022 Jan 13, 2023	SELL	$79.22 - $90.53 $144,418 - $165,036	-1,823 Reduced 9.58%	17,197 $0
Q3 2022 Oct 18, 2022	SELL	$79.41 - $95.97 $43,437 - $52,495	-547 Reduced 2.8%	19,020 $1.51 Million
Q2 2022 Jul 15, 2022	BUY	$81.27 - $102.58 $305,331 - $385,393	3,757 Added 23.76%	19,567 $1.64 Million
Q1 2022 Apr 21, 2022	BUY	$93.13 - $108.44 $1.05 Million - $1.22 Million	11,249 Added 246.63%	15,810 $1.6 Million
Q4 2021 Jan 31, 2022	BUY	$98.21 - $108.46 $447,935 - $494,686	4,561 New	4,561 $492,000

Others Institutions Holding ESGU

# of Institutions

861

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Olio Financial Planning Ishares Trust Ishares Esg Awar Transaction History