Wealthspire Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 113,250 shares of ESGD stock, worth $10.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

113,250

Previous 117,314 3.46%

Holding current value

$10.7 Million

Previous $10.5 Million 0.6%

% of portfolio

0.06%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$87.05 - $93.19 $353,771 - $378,724	-4,064 Reduced 3.46%	113,250 $10.5 Million
Q2 2025 Aug 11, 2025	SELL	$73.02 - $90.22 $95,729 - $118,278	-1,311 Reduced 1.11%	117,314 $10.5 Million
Q1 2025 May 09, 2025	SELL	$75.32 - $84.77 $79,462 - $89,432	-1,055 Reduced 0.88%	118,625 $9.69 Million
Q4 2024 Feb 03, 2025	SELL	$75.65 - $83.47 $65,210 - $71,951	-862 Reduced 0.72%	119,680 $9.11 Million
Q3 2024 Nov 13, 2024	BUY	$75.63 - $84.89 $8.65 Million - $9.71 Million	114,334 Added 1841.72%	120,542 $10.1 Million

Q2 2024 Aug 08, 2024	BUY	$76.22 - $82.36 $1,143 - $1,235	15 Added 0.24%	6,208 $489,000
Q1 2024 May 06, 2024	BUY	$73.39 - $80.18 $4,183 - $4,570	57 Added 0.93%	6,193 $494,000
Q4 2023 Feb 06, 2024	SELL	$65.9 - $75.7 $19,572 - $22,482	-297 Reduced 4.62%	6,136 $463,000
Q3 2023 Nov 06, 2023	BUY	$68.87 - $74.82 $6,129 - $6,658	89 Added 1.4%	6,433 $444,000
Q2 2023 Jul 31, 2023	BUY	$70.97 - $74.19 $13,555 - $14,170	191 Added 3.1%	6,344 $462,000
Q1 2023 May 09, 2023	SELL	$66.27 - $72.39 $59,510 - $65,006	-898 Reduced 12.74%	6,153 $442,000
Q4 2022 Feb 13, 2023	SELL	$55.83 - $67.96 $57,002 - $69,387	-1,021 Reduced 12.65%	7,051 $463,000
Q3 2022 Nov 14, 2022	BUY	$55.75 - $67.2 $163,013 - $196,492	2,924 Added 56.8%	8,072 $453,000
Q2 2022 Aug 09, 2022	BUY	$61.64 - $74.67 $2,095 - $2,538	34 Added 0.66%	5,148 $323,000
Q1 2022 May 09, 2022	SELL	$67.21 - $80.45 $127,430 - $152,533	-1,896 Reduced 27.05%	5,114 $377,000
Q4 2021 Feb 14, 2022	BUY	$76.64 - $82.32 $58,246 - $62,563	760 Added 12.16%	7,010 $557,000
Q3 2021 Nov 15, 2021	BUY	$77.09 - $82.48 $481,812 - $515,500	6,250 New	6,250 $490,000
Q2 2021 Aug 13, 2021	SELL	$76.82 - $82.21 $344,307 - $368,465	-4,482 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$72.34 - $76.86 $324,227 - $344,486	4,482 New	4,482 $340,000
Q1 2019 May 08, 2019	SELL	$56.62 - $63.97 $21,515 - $24,308	-380 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$55.2 - $66.33 $20,976 - $25,205	380 New	380 $22,000

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Wealthspire Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History