Sterling Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Sterling Investment Advisors LLC

$195 Million
Q4 2025

A detailed history of Sterling Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 2,760 shares of ESGD stock, worth $261,482. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,760

Previous 2,672 3.29%

Holding current value

$261,482

Previous $248,000 5.24%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$91.84 - $96.06 $8,081 - $8,453	88 Added 3.29%	2,760 $261,000
Q3 2025 Oct 29, 2025	SELL	$87.05 - $93.19 $53,622 - $57,405	-616 Reduced 18.73%	2,672 $248,000
Q2 2025 Jul 10, 2025	BUY	$73.02 - $90.22 $9,492 - $11,728	130 Added 4.12%	3,288 $293,000
Q1 2025 Apr 24, 2025	SELL	$75.32 - $84.77 $1,657 - $1,864	-22 Reduced 0.69%	3,158 $257,000
Q4 2024 Jan 14, 2025	BUY	$75.65 - $83.47 $3,858 - $4,256	51 Added 1.63%	3,180 $242,000

Q3 2024 Oct 21, 2024	SELL	$75.63 - $84.89 $831 - $933	-11 Reduced 0.35%	3,129 $263,000
Q2 2024 Jul 10, 2024	SELL	$76.22 - $82.36 $1,753 - $1,894	-23 Reduced 0.73%	3,140 $247,000
Q1 2024 Apr 11, 2024	SELL	$73.39 - $80.18 $1,247 - $1,363	-17 Reduced 0.53%	3,163 $252,000
Q4 2023 Jan 17, 2024	BUY	$65.9 - $75.7 $209,562 - $240,726	3,180 New	3,180 $240,000

Others Institutions Holding ESGD

# of Institutions

752

Shares Held

96.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors LLC , based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors LLC with notifications on news.

Account

Sterling Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History