United Capital Financial Advisers, LLC Ishares, Inc. Ishares Esg Awar Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 54,526 shares of ESGE stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,526
Previous 55,581 1.9%
Holding current value
$1.96 Million
Previous $2.02 Million 10.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 13, 2025
SELL
$33.39 - $37.66 $35,226 - $39,731
-1,055 Reduced 1.9%
54,526 $1.82 Million
Q3 2024

Nov 12, 2024
SELL
$32.04 - $37.11 $88,526 - $102,534
-2,763 Reduced 4.74%
55,581 $2.02 Million
Q2 2024

Aug 14, 2024
BUY
$31.14 - $34.36 $457,166 - $504,439
14,681 Added 33.62%
58,344 $1.96 Million
Q1 2024

May 15, 2024
SELL
$29.99 - $32.59 $319,693 - $347,409
-10,660 Reduced 19.62%
43,663 $1.41 Million
Q4 2023

Feb 14, 2024
SELL
$29.26 - $32.06 $474,948 - $520,397
-16,232 Reduced 23.01%
54,323 $1.74 Million
Q3 2023

Nov 14, 2023
BUY
$30.17 - $33.62 $56,960 - $63,474
1,888 Added 2.75%
70,555 $2.14 Million
Q2 2023

Aug 14, 2023
SELL
$30.3 - $32.81 $47,358 - $51,282
-1,563 Reduced 2.23%
68,667 $2.17 Million
Q1 2023

Aug 14, 2023
BUY
$29.58 - $33.94 $46,233 - $53,048
1,563 Added 2.28%
70,230 $2.21 Million
Q1 2023

May 15, 2023
SELL
$29.58 - $33.94 $4,791 - $5,498
-162 Reduced 0.23%
70,230 $2.21 Million
Q4 2022

Feb 14, 2023
SELL
$26.89 - $31.56 $221,062 - $259,454
-8,221 Reduced 10.46%
70,392 $2.12 Million
Q3 2022

Nov 14, 2022
SELL
$27.67 - $32.89 $231,514 - $275,190
-8,367 Reduced 9.62%
78,613 $2.18 Million
Q2 2022

Aug 11, 2022
BUY
$31.92 - $38.05 $164,483 - $196,071
5,153 Added 6.3%
86,980 $2.81 Million
Q1 2022

May 16, 2022
BUY
$33.66 - $41.37 $128,345 - $157,743
3,813 Added 4.89%
81,827 $3.01 Million
Q4 2021

Feb 14, 2022
BUY
$38.5 - $43.37 $103,603 - $116,708
2,691 Added 3.57%
78,014 $3.1 Million
Q3 2021

Nov 15, 2021
BUY
$40.74 - $44.79 $211,725 - $232,773
5,197 Added 7.41%
75,323 $3.12 Million
Q2 2021

Aug 13, 2021
BUY
$42.32 - $45.78 $2.69 Million - $2.91 Million
63,460 Added 952.0%
70,126 $3.17 Million
Q1 2021

May 14, 2021
SELL
$41.83 - $47.19 $217,683 - $245,576
-5,204 Reduced 43.84%
6,666 $289,000
Q4 2020

Feb 17, 2021
BUY
$35.59 - $41.99 $189,730 - $223,848
5,331 Added 81.53%
11,870 $498,000
Q3 2020

Nov 13, 2020
BUY
$32.5 - $36.82 $212,517 - $240,765
6,539 New
6,539 $233,000

Others Institutions Holding ESGE

# of Institutions
570
Shares Held
99.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email