Wr Wealth Planners, LLC Ishares Trust Ishares Esg Awar Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 10,040 shares of ESGU stock, worth $1.32 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

10,040

Previous 22,144 54.66%

Holding current value

$1.32 Million

Previous $2.79 Million 53.72%

% of portfolio

0.43%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$124.61 - $133.96 $1.51 Million - $1.62 Million	-12,104 Reduced 54.66%	10,040 $1.29 Million
Q3 2024 Oct 17, 2024	SELL	$113.45 - $126.18 $314,256 - $349,518	-2,770 Reduced 11.12%	22,144 $2.79 Million
Q2 2024 Jul 31, 2024	SELL	$108.69 - $119.84 $117,385 - $129,427	-1,080 Reduced 4.15%	24,914 $2.97 Million
Q1 2024 Jul 31, 2024	SELL	$102.91 - $114.96 $786,232 - $878,294	-7,640 Reduced 22.72%	25,994 $2.99 Million
Q4 2023 Jul 30, 2024	BUY	$89.99 - $105.25 $3.03 Million - $3.54 Million	33,634 New	33,634 $3.53 Million
Q3 2023 Aug 01, 2024	SELL	$93.48 - $100.86 $581,258 - $627,147	-6,218 Reduced 13.0%	41,597 $3.91 Billion
Q2 2023 Aug 01, 2024	BUY	$88.97 - $97.46 $2.04 Million - $2.23 Million	22,901 Added 91.92%	47,815 $4.66 Billion
Q1 2023 Aug 01, 2024	BUY	$84.05 - $92.64 $2.11 Million - $2.32 Million	25,090 Added 100.71%	50,004 $4.52 Billion
Q4 2022 Oct 10, 2024	SELL	$79.22 - $90.53 $625,758 - $715,096	-7,899 Reduced 9.48%	75,448 $6.39 Billion
Q3 2022 Oct 10, 2024	BUY	$79.41 - $95.97 $4.64 Million - $5.61 Million	58,433 Added 234.54%	83,347 $6.62 Billion
Q2 2022 Oct 17, 2024	BUY	$81.27 - $102.58 $29,501 - $37,236	363 Added 0.43%	84,127 $7.06 Billion
Q1 2022 Oct 17, 2024	BUY	$93.13 - $108.44 $5.74 Million - $6.68 Million	61,620 Added 278.27%	83,764 $8.49 Billion

Others Institutions Holding ESGU

# of Institutions

835

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Wr Wealth Planners, LLC Ishares Trust Ishares Esg Awar Transaction History