Strategic Point Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Strategic Point Investment Advisors, LLC

$614 Million
Q4 2024

A detailed history of Strategic Point Investment Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 13,645 shares of ESGU stock, worth $1.77 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,645

Previous 13,525 0.89%

Holding current value

$1.77 Million

Previous $1.71 Million 2.99%

% of portfolio

0.29%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$124.61 - $133.96 $14,953 - $16,075	120 Added 0.89%	13,645 $1.76 Million
Q3 2024 Oct 15, 2024	SELL	$113.45 - $126.18 $10,210 - $11,356	-90 Reduced 0.66%	13,525 $1.71 Million
Q2 2024 Aug 06, 2024	SELL	$108.69 - $119.84 $2,717 - $2,996	-25 Reduced 0.18%	13,615 $1.62 Million
Q1 2024 May 14, 2024	SELL	$102.91 - $114.96 $14,407 - $16,094	-140 Reduced 1.02%	13,640 $1.57 Million
Q4 2023 Feb 08, 2024	BUY	$89.99 - $105.25 $46,794 - $54,730	520 Added 3.92%	13,780 $1.45 Million
Q3 2023 Nov 01, 2023	BUY	$93.48 - $100.86 $1.24 Million - $1.34 Million	13,260 New	13,260 $1.25 Million

Others Institutions Holding ESGU

# of Institutions

857

Shares Held

96.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Strategic Point Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History