Sovereign Financial Group, Inc. Ishares Trust Ishares Esg Awar Transaction History

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,344 shares of ESGU stock, worth $638,090. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,344
Previous 4,018 8.11%
Holding current value
$638,090
Previous $543,000 16.39%
% of portfolio
0.12%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$134.94 - $145.86 $43,990 - $47,550
326 Added 8.11%
4,344 $632,000
Q2 2025

Jul 25, 2025
SELL
$108.06 - $135.3 $103,953 - $130,158
-962 Reduced 19.32%
4,018 $543,000
Q1 2025

Apr 11, 2025
BUY
$120.24 - $134.3 $25,490 - $28,471
212 Added 4.45%
4,980 $603,000
Q4 2024

Jan 14, 2025
BUY
$124.61 - $133.96 $84,236 - $90,556
676 Added 16.52%
4,768 $614,000
Q3 2024

Oct 08, 2024
SELL
$113.45 - $126.18 $15,769 - $17,539
-139 Reduced 3.29%
4,092 $516,000
Q2 2024

Jul 15, 2024
SELL
$108.69 - $119.84 $36,954 - $40,745
-340 Reduced 7.44%
4,231 $504,000
Q1 2024

Apr 15, 2024
SELL
$102.91 - $114.96 $561,579 - $627,336
-5,457 Reduced 54.42%
4,571 $525,000
Q4 2023

Feb 06, 2024
SELL
$89.99 - $105.25 $90,619 - $105,986
-1,007 Reduced 9.13%
10,028 $1.05 Million
Q3 2023

Nov 03, 2023
SELL
$93.48 - $100.86 $421,594 - $454,878
-4,510 Reduced 29.01%
11,035 $1.04 Million
Q2 2023

Jul 31, 2023
SELL
$88.97 - $97.46 $368,691 - $403,874
-4,144 Reduced 21.05%
15,545 $1.52 Million
Q1 2023

May 04, 2023
SELL
$84.05 - $92.64 $1.2 Million - $1.33 Million
-14,318 Reduced 42.1%
19,689 $1.78 Million
Q4 2022

Feb 13, 2023
BUY
$79.22 - $90.53 $1.05 Million - $1.2 Million
13,252 Added 63.85%
34,007 $2.88 Million
Q3 2022

Nov 14, 2022
SELL
$79.41 - $95.97 $15,405 - $18,618
-194 Reduced 0.93%
20,755 $1.65 Million
Q2 2022

Aug 15, 2022
BUY
$81.27 - $102.58 $258,032 - $325,691
3,175 Added 17.86%
20,949 $1.76 Million
Q1 2022

May 16, 2022
BUY
$93.13 - $108.44 $60,534 - $70,486
650 Added 3.8%
17,774 $1.8 Million
Q4 2021

Feb 15, 2022
BUY
$98.21 - $108.46 $1.68 Million - $1.86 Million
17,124 New
17,124 $1.85 Million

Others Institutions Holding ESGU

# of Institutions
891
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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