Ally Invest Advisors Inc. ESGU Holdings History
Ally Invest Advisors Inc.'s iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Ally Invest Advisors Inc. held 326,447.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $39.80 Mil. This investment constitutes 3.41% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.32% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q2. And since then Ally Invest Advisors Inc. has made 17 purchases of ESGU, at an average price of $89.07, for a total of 334,485.00 shares. In addition, there have been 3 sales at an average price of $101.17 for 8,038.00 shares. Based on historical transaction data and ESGU's current price of $138.71, Ally Invest Advisors Inc.'s estimated gain on his ESGU holdings is $16.30 Mil, reflecting a 54.72% gain to date.
Ally Invest Advisors Inc. ESGU ($138.71) Holding Chart
Ally Invest Advisors Inc. ESGU ($138.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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