A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 2,234 shares of ESGU stock, worth $285,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,234
Previous 1,802 23.97%
Holding current value
$285,527
Previous $227,000 26.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

BUY
$124.61 - $133.96 $53,831 - $57,870
432 Added 23.97%
2,234 $287,000
Q3 2024

Nov 14, 2024

SELL
$113.45 - $126.18 $11,345 - $12,618
-100 Reduced 5.26%
1,802 $227,000
Q2 2024

Aug 14, 2024

BUY
$108.69 - $119.84 $434 - $479
4 Added 0.21%
1,902 $226,000
Q1 2024

May 15, 2024

BUY
$102.91 - $114.96 $195,323 - $218,194
1,898 New
1,898 $218,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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