Vertex Planning Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,917 shares of ESGU stock, worth $281,588. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,917
Previous 1,919 0.1%
Holding current value
$281,588
Previous $260 Million 7.5%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 18, 2025
SELL
$134.94 - $145.86 $269 - $291
-2 Reduced 0.1%
1,917 $279 Million
Q2 2025

Aug 13, 2025
BUY
$108.06 - $135.3 $756 - $947
7 Added 0.37%
1,919 $260 Million
Q1 2025

May 14, 2025
SELL
$120.24 - $134.3 $21,282 - $23,771
-177 Reduced 8.47%
1,912 $233 Million
Q4 2024

Feb 12, 2025
SELL
$124.61 - $133.96 $872 - $937
-7 Reduced 0.33%
2,089 $269 Million
Q3 2024

Nov 07, 2024
BUY
$113.45 - $126.18 $20,194 - $22,460
178 Added 9.28%
2,096 $264 Million
Q2 2024

Aug 13, 2024
SELL
$108.69 - $119.84 $2,934 - $3,235
-27 Reduced 1.39%
1,918 $229 Million
Q1 2024

May 13, 2024
BUY
$102.91 - $114.96 $200,159 - $223,597
1,945 New
1,945 $224 Million
Q2 2023

Aug 14, 2023
SELL
$88.97 - $97.46 $270,735 - $296,570
-3,043 Reduced 48.74%
3,200 $312 Million
Q1 2023

May 16, 2023
SELL
$84.05 - $92.64 $5.66 Million - $6.24 Million
-67,371 Reduced 91.52%
6,243 $565 Million
Q4 2022

Feb 06, 2023
BUY
$79.22 - $90.53 $5.83 Million - $6.66 Million
73,614 New
73,614 $6.24 Billion

Others Institutions Holding ESGU

# of Institutions
891
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
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