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 46,600 shares of ESGU stock, worth $6.85 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
46,600
Previous 48,298 3.52%
Holding current value
$6.85 Million
Previous $6.53 Million 3.83%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 03, 2025
SELL
$134.94 - $145.86 $229,128 - $247,670
-1,698 Reduced 3.52%
46,600 $6.78 Million
Q2 2025

Jul 22, 2025
BUY
$108.06 - $135.3 $410,303 - $513,734
3,797 Added 8.53%
48,298 $6.53 Million
Q1 2025

Apr 30, 2025
BUY
$120.24 - $134.3 $341,120 - $381,009
2,837 Added 6.81%
44,501 $5.43 Million
Q4 2024

Jan 30, 2025
SELL
$124.61 - $133.96 $2,367 - $2,545
-19 Reduced 0.05%
41,664 $5.37 Million
Q3 2024

Oct 10, 2024
BUY
$113.45 - $126.18 $492,373 - $547,621
4,340 Added 11.62%
41,683 $5.26 Million
Q2 2024

Jul 10, 2024
SELL
$108.69 - $119.84 $44,671 - $49,254
-411 Reduced 1.09%
37,343 $4.46 Million
Q1 2024

Apr 25, 2024
SELL
$102.91 - $114.96 $385,809 - $430,985
-3,749 Reduced 9.03%
37,754 $4.34 Million
Q1 2024

Apr 19, 2024
BUY
$102.91 - $114.96 $42,296 - $47,248
411 Added 1.0%
41,503 $4.77 Million
Q4 2023

Jan 29, 2024
SELL
$89.99 - $105.25 $80,181 - $93,777
-891 Reduced 2.12%
41,092 $4.31 Million
Q3 2023

Oct 19, 2023
SELL
$93.48 - $100.86 $48,142 - $51,942
-515 Reduced 1.21%
41,983 $3.94 Million
Q1 2023

Apr 17, 2023
BUY
$84.05 - $92.64 $3.57 Million - $3.94 Million
42,498 New
42,498 $3.84 Million

Others Institutions Holding ESGU

# of Institutions
892
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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