Wade Financial Advisory, Inc Ishares Trust Ishares Esg Awar Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 4,470 shares of ESGD stock, worth $370,741. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,470
Previous 3,751 19.17%
Holding current value
$370,741
Previous $315,000 7.94%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$75.65 - $83.47 $54,392 - $60,014
719 Added 19.17%
4,470 $340,000
Q2 2024

Jul 25, 2024
SELL
$76.22 - $82.36 $11,356 - $12,271
-149 Reduced 3.82%
3,751 $295,000
Q1 2024

May 13, 2024
SELL
$73.39 - $80.18 $2,935 - $3,207
-40 Reduced 1.02%
3,900 $311,000
Q4 2023

Feb 09, 2024
BUY
$65.9 - $75.7 $20,429 - $23,467
310 Added 8.54%
3,940 $297,000
Q2 2023

Aug 09, 2023
SELL
$70.97 - $74.19 $88,712 - $92,737
-1,250 Reduced 25.61%
3,630 $264,000
Q4 2022

Jan 12, 2023
SELL
$55.83 - $67.96 $394,997 - $480,816
-7,075 Reduced 59.18%
4,880 $0
Q3 2022

Oct 26, 2022
BUY
$55.75 - $67.2 $2,787 - $3,360
50 Added 0.42%
11,955 $671,000
Q2 2022

Aug 05, 2022
SELL
$61.64 - $74.67 $135,608 - $164,274
-2,200 Reduced 15.6%
11,905 $747,000
Q1 2022

Apr 21, 2022
BUY
$67.21 - $80.45 $709,737 - $849,552
10,560 Added 297.88%
14,105 $1.04 Million
Q3 2021

Nov 02, 2021
BUY
$77.09 - $82.48 $273,284 - $292,391
3,545 New
3,545 $278,000

Others Institutions Holding ESGD

# of Institutions
663
Shares Held
95.8M
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
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More about ESGD
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