Wealth Plan Investment Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 25,768 shares of ESGU stock, worth $3.79 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
25,768
Previous 26,103 1.28%
Holding current value
$3.79 Million
Previous $3.53 Million 6.23%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Oct 27, 2025
SELL
$134.94 - $145.86 $45,204 - $48,863
-335 Reduced 1.28%
25,768 $3.75 Million
Q2 2025

Jul 28, 2025
BUY
$108.06 - $135.3 $2.46 Million - $3.09 Million
22,805 Added 691.48%
26,103 $3.53 Million
Q1 2025

May 09, 2025
BUY
$120.24 - $134.3 $1,082 - $1,208
9 Added 0.27%
3,298 $402,000
Q4 2024

Jan 30, 2025
BUY
$124.61 - $133.96 $16,946 - $18,218
136 Added 4.31%
3,289 $423,000
Q3 2024

Nov 05, 2024
BUY
$113.45 - $126.18 $1,247 - $1,387
11 Added 0.35%
3,153 $397,000
Q2 2024

Aug 09, 2024
BUY
$108.69 - $119.84 $869 - $958
8 Added 0.26%
3,142 $374,000
Q3 2023

Nov 15, 2023
BUY
$93.48 - $100.86 $292,966 - $316,095
3,134 New
3,134 $294,000
Q4 2022

Feb 15, 2023
BUY
$79.22 - $90.53 $75,259 - $86,003
950 Added 6.54%
15,467 $1.31 Million
Q3 2022

Dec 12, 2022
SELL
$79.41 - $95.97 $1.45 Million - $1.76 Million
-18,304 Reduced 55.77%
14,517 $1.27 Million
Q1 2022

Sep 07, 2022
BUY
$93.13 - $108.44 $3.06 Million - $3.56 Million
32,821 New
32,821 $3.02 Million

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
  • Industry ETFs
More about ESGU
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