Us Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Us Financial Advisors, LLC

$324 Million
Q4 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Us Financial Advisors, LLC holds 18,202 shares of ESGE stock, worth $648,537. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,202

Previous 17,934 1.49%

Holding current value

$648,537

Previous $652,000 6.9%

% of portfolio

0.19%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$33.39 - $37.66 $8,948 - $10,092	268 Added 1.49%	18,202 $607,000
Q3 2024 Oct 31, 2024	SELL	$32.04 - $37.11 $54,115 - $62,678	-1,689 Reduced 8.61%	17,934 $652,000
Q2 2024 Aug 01, 2024	SELL	$31.14 - $34.36 $5,542 - $6,116	-178 Reduced 0.9%	19,623 $657,000
Q1 2024 May 13, 2024	BUY	$29.99 - $32.59 $33,438 - $36,337	1,115 Added 5.97%	19,801 $638,000
Q4 2023 Feb 07, 2024	BUY	$29.26 - $32.06 $43,187 - $47,320	1,476 Added 8.58%	18,686 $599,000
Q3 2023 Nov 09, 2023	BUY	$30.17 - $33.62 $44,138 - $49,186	1,463 Added 9.29%	17,210 $521,000
Q2 2023 Aug 09, 2023	SELL	$30.3 - $32.81 $909 - $984	-30 Reduced 0.19%	15,747 $498,000
Q1 2023 May 04, 2023	BUY	$29.58 - $33.94 $21,208 - $24,334	717 Added 4.76%	15,777 $496,000
Q4 2022 Jan 26, 2023	BUY	$26.89 - $31.56 $404,963 - $475,293	15,060 New	15,060 $0

Others Institutions Holding ESGE

# of Institutions

569

Shares Held

99.1M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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Us Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History