A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 7,615 shares of ESGD stock, worth $581,176. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,615
Previous 6,175 23.32%
Holding current value
$581,176
Previous $486,000 31.69%
% of portfolio
0.27%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$75.63 - $84.89 $108,907 - $122,241
1,440 Added 23.32%
7,615 $640,000
Q2 2024

Jul 30, 2024

SELL
$76.22 - $82.36 $228 - $247
-3 Reduced 0.05%
6,175 $486,000
Q1 2024

Apr 30, 2024

BUY
$73.39 - $80.18 $1,467 - $1,603
20 Added 0.32%
6,178 $493,000
Q4 2023

Mar 19, 2024

BUY
$65.9 - $75.7 $71,633 - $82,285
1,087 Added 21.44%
6,158 $465,000
Q3 2023

Oct 18, 2023

SELL
$68.87 - $74.82 $125,756 - $136,621
-1,826 Reduced 26.48%
5,071 $350,000
Q2 2023

Jul 17, 2023

BUY
$70.97 - $74.19 $1,845 - $1,928
26 Added 0.38%
6,897 $502,000
Q1 2023

Apr 28, 2023

BUY
$66.27 - $72.39 $994 - $1,085
15 Added 0.22%
6,871 $493,000
Q4 2022

Feb 01, 2023

BUY
$55.83 - $67.96 $31,711 - $38,601
568 Added 9.03%
6,856 $450,000
Q3 2022

Oct 19, 2022

BUY
$55.75 - $67.2 $10,759 - $12,969
193 Added 3.17%
6,288 $353,000
Q2 2022

Jul 18, 2022

BUY
$61.64 - $74.67 $22,560 - $27,329
366 Added 6.39%
6,095 $383,000
Q1 2022

May 04, 2022

BUY
$67.21 - $80.45 $117,886 - $141,109
1,754 Added 44.13%
5,729 $422,000
Q4 2021

Feb 07, 2022

BUY
$76.64 - $82.32 $304,644 - $327,222
3,975 New
3,975 $316,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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