A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,919 shares of ESGE stock, worth $201,837. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,919
Previous 6,659 11.11%
Holding current value
$201,837
Previous $223 Million 3.48%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Oct 24, 2024

SELL
$32.04 - $37.11 $23,709 - $27,461
-740 Reduced 11.11%
5,919 $216 Million
Q2 2024

Jul 26, 2024

SELL
$31.14 - $34.36 $36,994 - $40,819
-1,188 Reduced 15.14%
6,659 $223 Million
Q1 2024

Apr 30, 2024

BUY
$29.99 - $32.59 $9,146 - $9,939
305 Added 4.04%
7,847 $253 Million
Q4 2023

Jan 19, 2024

BUY
$29.26 - $32.06 $4,389 - $4,809
150 Added 2.03%
7,542 $242 Million
Q3 2023

Oct 13, 2023

BUY
$30.17 - $33.62 $10,257 - $11,430
340 Added 4.82%
7,392 $224 Million
Q2 2023

Jul 28, 2023

SELL
$30.3 - $32.81 $21,846 - $23,656
-721 Reduced 9.28%
7,052 $223 Million
Q1 2023

Apr 19, 2023

SELL
$29.58 - $33.94 $1.01 Million - $1.16 Million
-34,079 Reduced 81.43%
7,773 $245 Million
Q4 2022

Feb 13, 2023

BUY
$26.89 - $31.56 $1.13 Million - $1.32 Million
41,852 New
41,852 $1.26 Billion

Others Institutions Holding ESGE

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.