Us Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Us Financial Advisors, LLC

$324 Million
Q4 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Us Financial Advisors, LLC holds 3,510 shares of ESGU stock, worth $448,613. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,510

Previous 3,720 5.65%

Holding current value

$448,613

Previous $469,000 3.62%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$124.61 - $133.96 $26,168 - $28,131	-210 Reduced 5.65%	3,510 $452,000
Q3 2024 Oct 31, 2024	SELL	$113.45 - $126.18 $54,909 - $61,071	-484 Reduced 11.51%	3,720 $469,000
Q2 2024 Aug 01, 2024	SELL	$108.69 - $119.84 $31,302 - $34,513	-288 Reduced 6.41%	4,204 $501,000
Q1 2024 May 13, 2024	BUY	$102.91 - $114.96 $102 - $114	1 Added 0.02%	4,492 $516,000
Q4 2023 Feb 07, 2024	SELL	$89.99 - $105.25 $11,248 - $13,156	-125 Reduced 2.71%	4,491 $471,000
Q3 2023 Nov 09, 2023	SELL	$93.48 - $100.86 $32,904 - $35,502	-352 Reduced 7.09%	4,616 $433,000
Q2 2023 Aug 09, 2023	SELL	$88.97 - $97.46 $43,150 - $47,268	-485 Reduced 8.89%	4,968 $484,000
Q4 2022 Jan 26, 2023	BUY	$79.22 - $90.53 $431,986 - $493,660	5,453 New	5,453 $0

Others Institutions Holding ESGU

# of Institutions

857

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Us Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History