Root Financial Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,632 shares of ESGU stock, worth $533,504. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,632

Previous 3,580 1.45%

Holding current value

$533,504

Previous $484 Million 9.19%

% of portfolio

0.03%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$134.94 - $145.86 $7,016 - $7,584	52 Added 1.45%	3,632 $529 Million
Q2 2025 Aug 11, 2025	SELL	$108.06 - $135.3 $21,071 - $26,383	-195 Reduced 5.17%	3,580 $484 Million
Q1 2025 Apr 24, 2025	SELL	$120.24 - $134.3 $32,945 - $36,798	-274 Reduced 6.77%	3,775 $460 Million
Q4 2024 Jan 29, 2025	SELL	$124.61 - $133.96 $13,084 - $14,065	-105 Reduced 2.53%	4,049 $522 Million
Q3 2024 Oct 31, 2024	SELL	$113.45 - $126.18 $9,529 - $10,599	-84 Reduced 1.98%	4,154 $524 Million

Q2 2024 Aug 02, 2024	SELL	$108.69 - $119.84 $36,411 - $40,146	-335 Reduced 7.33%	4,238 $506 Million
Q1 2024 Apr 24, 2024	SELL	$102.91 - $114.96 $30,255 - $33,798	-294 Reduced 6.04%	4,573 $526 Million
Q4 2023 Jan 29, 2024	BUY	$89.99 - $105.25 $23,937 - $27,996	266 Added 5.78%	4,867 $511 Million
Q2 2023 Jul 26, 2023	SELL	$88.97 - $97.46 $9,875 - $10,818	-111 Reduced 2.36%	4,601 $448 Million
Q1 2023 May 11, 2023	BUY	$84.05 - $92.64 $396,043 - $436,519	4,712 New	4,712 $426 Million

Others Institutions Holding ESGU

# of Institutions

891

Shares Held

95.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Ishares Trust Ishares Esg Awar Transaction History