Shepherd Financial Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,050 shares of ESGD stock, worth $985,208. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,050
Previous 11,977 0.61%
Holding current value
$985,208
Previous $1.01 Million 9.03%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$75.65 - $83.47 $5,522 - $6,093
73 Added 0.61%
12,050 $917,000
Q3 2024

Oct 28, 2024
SELL
$75.63 - $84.89 $69,428 - $77,929
-918 Reduced 7.12%
11,977 $1.01 Million
Q2 2024

Aug 07, 2024
SELL
$76.22 - $82.36 $35,442 - $38,297
-465 Reduced 3.48%
12,895 $1.02 Million
Q1 2024

Apr 22, 2024
BUY
$73.39 - $80.18 $6,164 - $6,735
84 Added 0.63%
13,360 $1.07 Million
Q4 2023

Feb 12, 2024
BUY
$65.9 - $75.7 $3,426 - $3,936
52 Added 0.39%
13,276 $1 Million
Q3 2023

Nov 08, 2023
SELL
$68.87 - $74.82 $9,021 - $9,801
-131 Reduced 0.98%
13,224 $914,000
Q2 2023

Aug 11, 2023
SELL
$70.97 - $74.19 $24,839 - $25,966
-350 Reduced 2.55%
13,355 $973,000
Q1 2023

May 01, 2023
SELL
$66.27 - $72.39 $13,717 - $14,984
-207 Reduced 1.49%
13,705 $984,000
Q4 2022

Feb 14, 2023
BUY
$55.83 - $67.96 $776,706 - $945,459
13,912 New
13,912 $914,000

Others Institutions Holding ESGD

# of Institutions
658
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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