Ishares Trust Ishares Esg Aw (ESGD)
| Sector: | |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 866 |
| % of all portfolios: | 0.001% |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▲ | |
| Q3  2026 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 1.50% | 97 | 0.00 | |
| Q2  2026 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 8.72% | 520 | 0.00 | |
| Q4  2024 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 54.10% | 2,304 | 0.02 | |
| Q3  2024 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Buy | 108 | 0.00 | |
| ≡ | David Katz - Matrix Asset Advisors | Add 34.10% | 1,083 | 0.01 | |
| Q2  2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 1.01% | 36 | 0.00 | |
| Q1  2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 3.26% | 112 | 0.00 | |
| Q2  2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 16.50% | 510 | 0.00 | |
| Q1  2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Buy | 3,090 | 0.03 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.