David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Trust Ishares Esg Aw (ESGD)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 4,259 | 0.04 | Add 34.10% | 0.01 | $84.06 |
| 2024 Q2 | 3,176 | 0.03 | Reduce 7.70% | 0.00 | $78.72 |
| 2024 Q1 | 3,441 | 0.03 | Reduce 2.88% | 0.00 | $79.92 |
| 2023 Q4 | 3,543 | 0.03 | Reduce 1.25% | 0.00 | $75.64 |
| 2023 Q3 | 3,588 | 0.04 | $69.12 | ||
| 2023 Q2 | 3,588 | 0.04 | Add 1.01% | 0.00 | $73.02 |
| 2023 Q1 | 3,552 | 0.04 | Add 3.26% | 0.00 | $71.79 |
| 2022 Q4 | 3,440 | 0.03 | Reduce 4.44% | 0.00 | $65.70 |
| 2022 Q3 | 3,600 | 0.03 | $56.11 | ||
| 2022 Q2 | 3,600 | 0.03 | Add 16.50% | 0.00 | $62.78 |
| 2022 Q1 | 3,090 | 0.03 | Buy | 0.03 | $73.79 |