Valeo Financial Advisors, LLC Ishares, Inc. 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, Inc. Ishares Esg Awar stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,796 shares of ESGE stock, worth $213,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,796
Holding current value
$213,853
% of portfolio
0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$39.06 - $43.42 $187,331 - $208,242
4,796 New
4,796 $208,000
Q1 2025

Apr 30, 2025
BUY
$32.74 - $36.2 $29,433 - $32,543
899 Added 9.06%
10,820 $378,000
Q2 2024

Jul 10, 2024
SELL
$31.14 - $34.36 $12,954 - $14,293
-416 Reduced 4.02%
9,921 $332,000
Q1 2024

Apr 19, 2024
BUY
$29.99 - $32.59 $12,475 - $13,557
416 Added 4.19%
10,337 $333,000
Q4 2023

Jan 29, 2024
BUY
$29.26 - $32.06 $1,316 - $1,442
45 Added 0.46%
9,921 $318,000
Q3 2023

Oct 19, 2023
SELL
$30.17 - $33.62 $331 - $369
-11 Reduced 0.11%
9,876 $299,000
Q2 2023

Jul 14, 2023
SELL
$30.3 - $32.81 $31,209 - $33,794
-1,030 Reduced 9.43%
9,887 $312,000
Q1 2023

Apr 17, 2023
BUY
$29.58 - $33.94 $107,641 - $123,507
3,639 Added 50.0%
10,917 $343,000
Q4 2022

Feb 09, 2023
BUY
$26.89 - $31.56 $195,705 - $229,693
7,278 New
7,278 $218,000
Q2 2021

Jul 22, 2021
SELL
$42.32 - $45.78 $110,836 - $119,897
-2,619 Closed
0 $0
Q1 2020

Apr 13, 2020
BUY
$24.66 - $37.05 $1,504 - $2,260
61 Added 2.38%
2,619 $75,000
Q3 2019

Oct 15, 2019
BUY
$30.93 - $34.38 $19,052 - $21,178
616 Added 31.72%
2,558 $83,000
Q2 2019

Jul 10, 2019
BUY
$31.89 - $35.4 $14,159 - $15,717
444 Added 29.64%
1,942 $66,000
Q1 2019

Apr 12, 2019
BUY
$30.1 - $34.57 $45,089 - $51,785
1,498 New
1,498 $51,000

Others Institutions Holding ESGE

# of Institutions
618
Shares Held
99.7M
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
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