Plante Moran Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,957 shares of ESGD stock, worth $235,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,957

Previous 3,646 18.9%

Holding current value

$235,288

Previous $287,000 13.59%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$75.63 - $84.89 $52,109 - $58,489	-689 Reduced 18.9%	2,957 $248,000
Q2 2024 Aug 12, 2024	SELL	$76.22 - $82.36 $104,268 - $112,668	-1,368 Reduced 27.28%	3,646 $287,000
Q2 2023 Aug 07, 2023	BUY	$70.97 - $74.19 $11,355 - $11,870	160 Added 3.3%	5,014 $365,000
Q1 2023 May 08, 2023	BUY	$66.27 - $72.39 $70,577 - $77,095	1,065 Added 28.11%	4,854 $348,000
Q4 2022 Feb 09, 2023	BUY	$55.83 - $67.96 $45,780 - $55,727	820 Added 27.62%	3,789 $249,000
Q3 2022 Nov 02, 2022	SELL	$55.75 - $67.2 $85,074 - $102,547	-1,526 Reduced 33.95%	2,969 $167,000
Q2 2022 Aug 02, 2022	SELL	$61.64 - $74.67 $449,170 - $544,120	-7,287 Reduced 61.85%	4,495 $282,000
Q1 2022 May 06, 2022	BUY	$67.21 - $80.45 $253,516 - $303,457	3,772 Added 47.09%	11,782 $869,000
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $203,862 - $218,971	2,660 Added 49.72%	8,010 $636,000
Q3 2021 Nov 08, 2021	BUY	$77.09 - $82.48 $86,803 - $92,872	1,126 Added 26.66%	5,350 $419,000
Q2 2021 Aug 10, 2021	BUY	$76.82 - $82.21 $130,209 - $139,345	1,695 Added 67.02%	4,224 $334,000
Q1 2021 May 13, 2021	BUY	$72.34 - $76.86 $84,493 - $89,772	1,168 Added 85.82%	2,529 $192,000
Q4 2020 Feb 09, 2021	BUY	$61.15 - $73.67 $57,847 - $69,691	946 Added 227.95%	1,361 $99,000
Q3 2020 Nov 12, 2020	BUY	$60.95 - $65.87 $25,294 - $27,336	415 New	415 $26,000

Others Institutions Holding ESGD

# of Institutions

638

Shares Held

92.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Plante Moran Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History