A detailed history of United Asset Strategies, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, United Asset Strategies, Inc. holds 3,856 shares of ESGD stock, worth $294,289. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,856
Previous 4,047 4.72%
Holding current value
$294,289
Previous $318,000 1.89%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$75.63 - $84.89 $14,445 - $16,213
-191 Reduced 4.72%
3,856 $324,000
Q2 2024

Aug 01, 2024

SELL
$76.22 - $82.36 $1,753 - $1,894
-23 Reduced 0.57%
4,047 $318,000
Q1 2024

Apr 23, 2024

BUY
$73.39 - $80.18 $31,924 - $34,878
435 Added 11.97%
4,070 $325,000
Q4 2023

Jan 30, 2024

BUY
$65.9 - $75.7 $15,947 - $18,319
242 Added 7.13%
3,635 $274,000
Q3 2023

Nov 07, 2023

SELL
$68.87 - $74.82 $31,817 - $34,566
-462 Reduced 11.98%
3,393 $234,000
Q2 2023

Jul 25, 2023

SELL
$70.97 - $74.19 $49,962 - $52,229
-704 Reduced 15.44%
3,855 $281,000
Q1 2023

Jul 25, 2023

BUY
$66.27 - $72.39 $40,424 - $44,157
610 Added 15.45%
4,559 $327,000
Q1 2023

Apr 25, 2023

BUY
$66.27 - $72.39 $9,675 - $10,568
146 Added 3.84%
3,949 $283,000
Q4 2022

Jan 26, 2023

BUY
$55.83 - $67.96 $10,328 - $12,572
185 Added 5.11%
3,803 $0
Q3 2022

Oct 24, 2022

BUY
$55.75 - $67.2 $23,749 - $28,627
426 Added 13.35%
3,618 $203,000
Q2 2022

Aug 15, 2022

BUY
$61.64 - $74.67 $7,643 - $9,259
124 Added 4.04%
3,192 $200,000
Q1 2022

Apr 29, 2022

BUY
$67.21 - $80.45 $2,217 - $2,654
33 Added 1.09%
3,068 $226,000
Q4 2021

Jan 31, 2022

BUY
$76.64 - $82.32 $21,612 - $23,214
282 Added 10.24%
3,035 $241,000
Q3 2021

Oct 21, 2021

SELL
$77.09 - $82.48 $67,453 - $72,170
-875 Reduced 24.12%
2,753 $216,000
Q2 2021

Jul 19, 2021

SELL
$76.82 - $82.21 $21,048 - $22,525
-274 Reduced 7.02%
3,628 $287,000
Q1 2021

Apr 27, 2021

BUY
$72.34 - $76.86 $47,599 - $50,573
658 Added 20.28%
3,902 $296,000
Q4 2020

Feb 05, 2021

BUY
$61.15 - $73.67 $198,370 - $238,985
3,244 New
3,244 $237,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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