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

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,653 shares of ESGD stock, worth $819,785. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,653
Previous 8,653 -0.0%
Holding current value
$819,785
Previous $772,000 4.15%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$73.02 - $90.22 $223,587 - $276,253
-3,062 Reduced 26.14%
8,653 $772,000
Q1 2025

Apr 30, 2025
BUY
$75.32 - $84.77 $119,231 - $134,190
1,583 Added 15.62%
11,715 $956,000
Q3 2024

Oct 10, 2024
BUY
$75.63 - $84.89 $6,277 - $7,045
83 Added 0.83%
10,132 $852,000
Q2 2024

Jul 10, 2024
SELL
$76.22 - $82.36 $49,543 - $53,534
-650 Reduced 6.08%
10,049 $791,000
Q1 2024

Apr 25, 2024
SELL
$73.39 - $80.18 $39,263 - $42,896
-535 Reduced 4.76%
10,699 $854,000
Q1 2024

Apr 19, 2024
BUY
$73.39 - $80.18 $47,703 - $52,117
650 Added 6.14%
11,234 $897,000
Q4 2023

Jan 29, 2024
SELL
$65.9 - $75.7 $1,383 - $1,589
-21 Reduced 0.2%
10,584 $799,000
Q3 2023

Oct 19, 2023
SELL
$68.87 - $74.82 $40,220 - $43,694
-584 Reduced 5.22%
10,605 $733,000
Q2 2023

Jul 14, 2023
SELL
$70.97 - $74.19 $22,142 - $23,147
-312 Reduced 2.71%
11,189 $816,000
Q1 2023

Apr 17, 2023
BUY
$66.27 - $72.39 $762,171 - $832,557
11,501 New
11,501 $826,000
Q2 2021

Jul 22, 2021
SELL
$76.82 - $82.21 $69,291 - $74,153
-902 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$72.34 - $76.86 $1,446 - $1,537
20 Added 2.27%
902 $68,000
Q4 2020

Feb 11, 2021
BUY
$61.15 - $73.67 $2,874 - $3,462
47 Added 5.63%
882 $64,000
Q2 2020

Jul 20, 2020
BUY
$50.54 - $64.22 $30,071 - $38,210
595 Added 247.92%
835 $51,000
Q1 2020

Apr 13, 2020
BUY
$46.16 - $69.62 $11,078 - $16,708
240 New
240 $13,000

Others Institutions Holding ESGD

# of Institutions
743
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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