Wealth Architects, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealth Architects, LLC holds 98,655 shares of ESGD stock, worth $7.45 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
98,655
Previous 91,894 7.36%
Holding current value
$7.45 Million
Previous $7.24 Million 14.7%
% of portfolio
0.98%
Previous 0.91%

Shares

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

Oct 31, 2024
BUY
$75.63 - $84.89 $511,334 - $573,941
6,761 Added 7.36%
98,655 $8.3 Million
Q2 2024

Aug 08, 2024
BUY
$76.22 - $82.36 $1.58 Million - $1.7 Million
20,681 Added 29.04%
91,894 $7.24 Million
Q1 2024

May 13, 2024
SELL
$73.39 - $80.18 $65,170 - $71,199
-888 Reduced 1.23%
71,213 $5.69 Million
Q4 2023

Feb 14, 2024
SELL
$65.9 - $75.7 $24,844 - $28,538
-377 Reduced 0.52%
72,101 $5.45 Million
Q3 2023

Nov 09, 2023
BUY
$68.87 - $74.82 $160,742 - $174,629
2,334 Added 3.33%
72,478 $5.01 Million
Q2 2023

Aug 02, 2023
BUY
$70.97 - $74.19 $328,662 - $343,573
4,631 Added 7.07%
70,144 $5.12 Million
Q1 2023

Apr 21, 2023
BUY
$66.27 - $72.39 $83,897 - $91,645
1,266 Added 1.97%
65,513 $4.71 Million
Q4 2022

Feb 09, 2023
SELL
$55.83 - $67.96 $130,251 - $158,550
-2,333 Reduced 3.5%
64,247 $4.22 Million
Q3 2022

Oct 24, 2022
BUY
$55.75 - $67.2 $1.95 Million - $2.35 Million
35,013 Added 110.92%
66,580 $3.74 Million
Q2 2022

Jul 29, 2022
BUY
$61.64 - $74.67 $1.31 Million - $1.59 Million
21,239 Added 205.64%
31,567 $1.98 Million
Q1 2022

May 17, 2022
SELL
$67.21 - $80.45 $255,263 - $305,549
-3,798 Reduced 26.89%
10,328 $761,000
Q4 2021

Jan 19, 2022
BUY
$76.64 - $82.32 $1.08 Million - $1.16 Million
14,126 New
14,126 $1.12 Million

Others Institutions Holding ESGD

# of Institutions
635
Shares Held
93.3M
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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