Portfolio Holdings Detail for ISIN IE00B3VWM098
Stock Name / Fund | iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc |
Issuer | Blackrock |
Entity holding fund | iShares VII Public Limited Company |
Entity Type | Umbrella investment company with variable capital and having segregated liability between its funds |
Entity LEI | 549300Q7FFITMZ2PFZ28 |
ETF Ticker | CUS1(GBX) LSE |
ETF Ticker | CUSS(USD) LSE |
ETF Ticker | SXRG(EUR) F |
ETF Ticker | CSUSS.MI(EUR) CXE |
ETF Ticker | CSUSSz(USD) CXE |
ETF Ticker | CUSS.LS(USD) CXE |
ETF Ticker | CSUSS(EUR) ETF Plus |
ETF Ticker | CUS1.L(GBP) LSE |
ETF Ticker | CUSS.L(GBP) LSE |
Holdings detail for UGI
Stock Name | UGI Corporation |
Ticker | UGI(USD) NYSE |
TYPE | Common Stock |
Country | USA |
ISIN | US9026811052 |
LEI | DX6GCWD4Q1JO9CRE5I40 |
Ticker | UGI(EUR) F |
Show aggregate UGI holdings
iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc UGI holdings
Date | Number of UGI Shares Held | Base Market Value of UGI Shares | Local Market Value of UGI Shares | Change in UGI Shares Held | Change in UGI Base Value | Current Price per UGI Share Held | Previous Price per UGI Share Held |
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2025-03-13 (Thursday) | 213,149 | USD 6,816,505 | USD 6,816,505 | -1,290 | USD -99,153 | USD 31.98 | USD 32.25 |
2025-03-12 (Wednesday) | 214,439 | USD 6,915,658 | USD 6,915,658 | -21,930 | USD -737,970 | USD 32.25 | USD 32.38 |
2025-03-11 (Tuesday) | 236,369 | USD 7,653,628 | USD 7,653,628 | 0 | USD -23,637 | USD 32.38 | USD 32.48 |
2025-03-10 (Monday) | 236,369 | USD 7,677,265 | USD 7,677,265 | 0 | USD -127,639 | USD 32.48 | USD 33.02 |
2025-03-07 (Friday) | 236,369 | USD 7,804,904 | USD 7,804,904 | -1,292 | USD 117 | USD 33.02 | USD 32.84 |
2025-03-06 (Thursday) | 237,661 | USD 7,804,787 | USD 7,804,787 | -1,938 | USD -128,336 | USD 32.84 | USD 33.11 |
2025-03-05 (Wednesday) | 239,599 | USD 7,933,123 | USD 7,933,123 | 0 | USD 14,376 | USD 33.11 | USD 33.05 |
2025-03-04 (Tuesday) | 239,599 | USD 7,918,747 | USD 7,918,747 | 0 | USD -225,223 | USD 33.05 | USD 33.99 |
2025-03-03 (Monday) | 239,599 | USD 8,143,970 | USD 8,143,970 | -646 | USD -62,799 | USD 33.99 | USD 34.16 |
2025-02-28 (Friday) | 240,245 | USD 8,206,769 | USD 8,206,769 | -148,902 | USD -4,724,586 | USD 34.16 | USD 33.23 |
2025-02-27 (Thursday) | 389,147 | USD 12,931,355 | USD 12,931,355 | 0 | USD 31,132 | USD 33.23 | USD 33.15 |
2025-02-26 (Wednesday) | 389,147 | USD 12,900,223 | USD 12,900,223 | -1,031 | USD -116,115 | USD 33.15 | USD 33.36 |
2025-02-25 (Tuesday) | 390,178 | USD 13,016,338 | USD 13,016,338 | -3,093 | USD -75,654 | USD 33.36 | USD 33.29 |
2025-02-24 (Monday) | 393,271 | USD 13,091,992 | USD 13,091,992 | 0 | USD 98,318 | USD 33.29 | USD 33.04 |
2025-02-21 (Friday) | 393,271 | USD 12,993,674 | USD 12,993,674 | 0 | USD 114,049 | USD 33.04 | USD 32.75 |
2025-02-20 (Thursday) | 393,271 | USD 12,879,625 | USD 12,879,625 | 0 | USD 19,663 | USD 32.75 | USD 32.7 |
2025-02-19 (Wednesday) | 393,271 | USD 12,859,962 | USD 12,859,962 | 0 | USD -133,712 | USD 32.7 | USD 33.04 |
2025-02-18 (Tuesday) | 393,271 | USD 12,993,674 | USD 12,993,674 | 5,155 | USD 465,290 | USD 33.04 | USD 32.28 |
2025-02-17 (Monday) | 388,116 | USD 12,528,384 | USD 12,528,384 | 0 | USD 0 | USD 32.28 | USD 32.28 |
2025-02-14 (Friday) | 388,116 | USD 12,528,384 | USD 12,528,384 | 0 | USD -27,169 | USD 32.28 | USD 32.35 |
2025-02-13 (Thursday) | 388,116 | USD 12,555,553 | USD 12,555,553 | 1,031 | USD 44,966 | USD 32.35 | USD 32.32 |
2025-02-12 (Wednesday) | 387,085 | USD 12,510,587 | USD 12,510,587 | 1,031 | USD 102,811 | USD 32.32 | USD 32.14 |
2025-02-11 (Tuesday) | 386,054 | USD 12,407,776 | USD 12,407,776 | 3,093 | USD 333,016 | USD 32.14 | USD 31.53 |
2025-02-10 (Monday) | 382,961 | USD 12,074,760 | USD 12,074,760 | 0 | USD -179,992 | USD 31.53 | USD 32 |
2025-02-07 (Friday) | 382,961 | USD 12,254,752 | USD 12,254,752 | 0 | USD -3,830 | USD 32 | USD 32.01 |
2025-02-06 (Thursday) | 382,961 | USD 12,258,582 | USD 12,258,582 | 9,270 | USD 532,158 | USD 32.01 | USD 31.38 |
2025-02-05 (Wednesday) | 373,691 | USD 11,726,424 | USD 11,726,424 | 0 | USD 119,582 | USD 31.38 | USD 31.06 |
2025-02-04 (Tuesday) | 373,691 | USD 11,606,842 | USD 11,606,842 | 0 | USD 14,947 | USD 31.06 | USD 31.02 |
2025-02-03 (Monday) | 373,691 | USD 11,591,895 | USD 11,591,895 | 0 | USD 108,371 | USD 31.02 | USD 30.73 |
2025-01-31 (Friday) | 373,691 | USD 11,483,524 | USD 11,483,524 | 0 | USD -97,160 | USD 30.73 | USD 30.99 |
2025-01-30 (Thursday) | 373,691 | USD 11,580,684 | USD 11,580,684 | 6,913 | USD 647,032 | USD 30.99 | USD 29.81 |
2025-01-29 (Wednesday) | 366,778 | USD 10,933,652 | USD 10,933,652 | 0 | USD -220,067 | USD 29.81 | USD 30.41 |
2025-01-28 (Tuesday) | 366,778 | USD 11,153,719 | USD 11,153,719 | 0 | USD -143,043 | USD 30.41 | USD 30.8 |
2025-01-27 (Monday) | 366,778 | USD 11,296,762 | USD 11,296,762 | 1,010 | USD 206,676 | USD 30.8 | USD 30.32 |
2025-01-24 (Friday) | 365,768 | USD 11,090,086 | USD 11,090,086 | 0 | USD -73,153 | USD 30.32 | USD 30.52 |
2025-01-23 (Thursday) | 365,768 | USD 11,163,239 | USD 11,163,239 | 0 | USD 106,072 | USD 30.52 | USD 30.23 |
2025-01-22 (Wednesday) | 365,768 | USD 11,057,167 | USD 11,057,167 | | | | |
2025-01-21 (Tuesday) | 367,790 | USD 11,235,985 | USD 11,235,985 | | | | |
2025-01-20 (Monday) | 367,790 | USD 11,066,801 | USD 11,066,801 | | | | |
2025-01-17 (Friday) | 367,790 | USD 11,066,801 | USD 11,066,801 | | | | |
2025-01-16 (Thursday) | 368,801 | USD 11,056,654 | USD 11,056,654 | | | | |
2025-01-15 (Wednesday) | 367,790 | USD 10,783,603 | USD 10,783,603 | | | | |
2025-01-14 (Tuesday) | 367,790 | USD 10,809,348 | USD 10,809,348 | | | | |
2025-01-13 (Monday) | 364,760 | USD 10,512,383 | USD 10,512,383 | | | | |
2025-01-10 (Friday) | 362,740 | USD 10,265,542 | USD 10,265,542 | | | | |
2025-01-09 (Thursday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-09 (Thursday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-09 (Thursday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-08 (Wednesday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-08 (Wednesday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-08 (Wednesday) | 362,740 | USD 10,334,463 | USD 10,334,463 | | | | |
2025-01-02 (Thursday) | 356,680 | USD 10,086,910 | USD 10,086,910 | 0 | USD 42,801 | USD 28.28 | USD 28.16 |
2024-12-30 (Monday) | 356,680 | USD 10,044,109 | USD 10,044,109 | 5,045 | USD 8,446 | USD 28.16 | USD 28.54 |
2024-12-10 (Tuesday) | 351,635 | USD 10,035,663 | USD 10,035,663 | 0 | USD 73,843 | USD 28.54 | USD 28.33 |
2024-12-09 (Monday) | 351,635 | USD 9,961,820 | USD 9,961,820 | 0 | USD 214,498 | USD 28.33 | USD 27.72 |
2024-12-06 (Friday) | 351,635 | USD 9,747,322 | USD 9,747,322 | 4,036 | USD 4,122 | USD 27.72 | USD 28.03 |
2024-12-05 (Thursday) | 347,599 | USD 9,743,200 | USD 9,743,200 | 1,009 | USD -273,251 | USD 28.03 | USD 28.9 |
2024-12-04 (Wednesday) | 346,590 | USD 10,016,451 | USD 10,016,451 | 5,040 | USD 63,684 | USD 28.9 | USD 29.14 |
2024-12-03 (Tuesday) | 341,550 | USD 9,952,767 | USD 9,952,767 | 0 | USD 126,373 | USD 29.14 | USD 28.77 |
2024-12-02 (Monday) | 341,550 | USD 9,826,394 | USD 9,826,394 | 0 | USD -546,480 | USD 28.77 | USD 30.37 |
2024-11-29 (Friday) | 341,550 | USD 10,372,874 | USD 10,372,874 | 5,040 | USD 264,114 | USD 30.37 | USD 30.04 |
2024-11-28 (Thursday) | 336,510 | USD 10,108,760 | USD 10,108,760 | 0 | USD 0 | USD 30.04 | USD 30.04 |
2024-11-27 (Wednesday) | 336,510 | USD 10,108,760 | USD 10,108,760 | 4,032 | USD 141,070 | USD 30.04 | USD 29.98 |
2024-11-26 (Tuesday) | 332,478 | USD 9,967,690 | USD 9,967,690 | 1,008 | USD 245,675 | USD 29.98 | USD 29.33 |
2024-11-25 (Monday) | 331,470 | USD 9,722,015 | USD 9,722,015 | 19,845 | USD 840,702 | USD 29.33 | USD 28.5 |
2024-11-22 (Friday) | 311,625 | USD 8,881,313 | USD 8,881,313 | 0 | USD 1,159,245 | USD 28.5 | USD 24.78 |
2024-11-21 (Thursday) | 311,625 | USD 7,722,068 | USD 7,722,068 | 4,735 | USD 261,572 | USD 24.78 | USD 24.31 |
2024-11-20 (Wednesday) | 306,890 | USD 7,460,496 | USD 7,460,496 | 2,838 | USD 50,749 | USD 24.31 | USD 24.37 |
2024-11-19 (Tuesday) | 304,052 | USD 7,409,747 | USD 7,409,747 | 0 | USD -21,284 | USD 24.37 | USD 24.44 |
2024-11-18 (Monday) | 304,052 | USD 7,431,031 | USD 7,431,031 | 11,347 | USD 488,068 | USD 24.44 | USD 23.72 |
2024-11-12 (Tuesday) | 292,705 | USD 6,942,963 | USD 6,942,963 | 7,560 | USD 153,661 | USD 23.72 | USD 23.81 |
2024-11-08 (Friday) | 285,145 | USD 6,789,302 | USD 6,789,302 | 4,720 | USD 98,361 | USD 23.81 | USD 23.86 |
2024-11-07 (Thursday) | 280,425 | USD 6,690,941 | USD 6,690,941 | 14,145 | USD 324,186 | USD 23.86 | USD 23.91 |
2024-11-06 (Wednesday) | 266,280 | USD 6,366,755 | USD 6,366,755 | 1,886 | USD 164,072 | USD 23.91 | USD 23.46 |
2024-11-05 (Tuesday) | 264,394 | USD 6,202,683 | USD 6,202,683 | 0 | USD 29,083 | USD 23.46 | USD 23.35 |
2024-11-04 (Monday) | 264,394 | USD 6,173,600 | USD 6,173,600 | 0 | USD -29,083 | USD 23.35 | USD 23.46 |
2024-11-01 (Friday) | 264,394 | USD 6,202,683 | USD 6,202,683 | 0 | USD -118,978 | USD 23.46 | USD 23.91 |
2024-10-31 (Thursday) | 264,394 | USD 6,321,661 | USD 6,321,661 | 943 | USD -43,315 | USD 23.91 | USD 24.16 |
2024-10-30 (Wednesday) | 263,451 | USD 6,364,976 | USD 6,364,976 | 0 | USD -92,208 | USD 24.16 | USD 24.51 |
2024-10-29 (Tuesday) | 263,451 | USD 6,457,184 | USD 6,457,184 | 0 | USD -115,918 | USD 24.51 | USD 24.95 |
2024-10-28 (Monday) | 263,451 | USD 6,573,102 | USD 6,573,102 | 0 | USD 84,304 | USD 24.95 | USD 24.63 |
2024-10-25 (Friday) | 263,451 | USD 6,488,798 | USD 6,488,798 | 0 | USD -28,980 | USD 24.63 | USD 24.74 |
2024-10-24 (Thursday) | 263,451 | USD 6,517,778 | USD 6,517,778 | 0 | USD -34,248 | USD 24.74 | USD 24.87 |
2024-10-23 (Wednesday) | 263,451 | USD 6,552,026 | USD 6,552,026 | 0 | USD -21,076 | USD 24.87 | USD 24.95 |
2024-10-22 (Tuesday) | 263,451 | USD 6,573,102 | USD 6,573,102 | 0 | USD -15,808 | USD 24.95 | USD 25.01 |
2024-10-21 (Monday) | 263,451 | USD 6,588,910 | USD 6,588,910 | 0 | USD -76,400 | USD 25.01 | USD 25.3 |
2024-10-18 (Friday) | 263,451 | USD 6,665,310 | USD 6,665,310 | | | | |
Share price and value of shares held is calculated on the adjusted close price of each day (row). Changes between days reflect the gain/loss of the portfolio as a result of changes in the adjusted close price and changes in the holdingsShare Trades of UGI by Blackrock for IE00B3VWM098
Show aggregate share trades of UGIDate | Action | Quantity | Market High | Market Low | Likely Trade Price | Likely Trade Value (Profit/Loss) | Average Price previous trades |
---|
2025-03-13 | SELL | -1,290 | | | 31.980* | | 29.22 Profit of 37,689 on sale |
2025-03-12 | SELL | -21,930 | | | 32.250* | | 29.17 Profit of 639,743 on sale |
2025-03-07 | SELL | -1,292 | | | 33.020* | | 29.02 Profit of 37,487 on sale |
2025-03-06 | SELL | -1,938 | | | 32.840* | | 28.96 Profit of 56,117 on sale |
2025-03-03 | SELL | -646 | | | 33.990* | | 28.74 Profit of 18,567 on sale |
2025-02-28 | SELL | -148,902 | | | 34.160* | | 28.65 Profit of 4,266,506 on sale |
2025-02-26 | SELL | -1,031 | | | 33.150* | | 28.50 Profit of 29,383 on sale |
2025-02-25 | SELL | -3,093 | | | 33.360* | | 28.42 Profit of 87,889 on sale |
2025-02-18 | BUY | 5,155 | | | 33.040* | | 27.99 |
2025-02-13 | BUY | 1,031 | | | 32.350* | | 27.73 |
2025-02-12 | BUY | 1,031 | | | 32.320* | | 27.63 |
2025-02-11 | BUY | 3,093 | | | 32.140* | | 27.54 |
2025-02-06 | BUY | 9,270 | | | 32.010* | | 27.25 |
2025-01-30 | BUY | 6,913 | | | 30.990* | | 26.78 |
2025-01-27 | BUY | 1,010 | | | 30.800* | | 26.49 |
2024-12-30 | BUY | 5,045 | | | 28.160* | | 26.15 |
2024-12-06 | BUY | 4,036 | | | 27.720* | | 25.94 |
2024-12-05 | BUY | 1,009 | | | 28.030* | | 25.87 |
2024-12-04 | BUY | 5,040 | | | 28.900* | | 25.76 |
2024-11-29 | BUY | 5,040 | | | 30.370* | | 25.32 |
2024-11-27 | BUY | 4,032 | | | 30.040* | | 24.91 |
2024-11-26 | BUY | 1,008 | | | 29.980* | | 24.68 |
2024-11-25 | BUY | 19,845 | | | 29.330* | | 24.46 |
2024-11-21 | BUY | 4,735 | | | 24.780* | | 24.23 |
2024-11-20 | BUY | 2,838 | | | 24.310* | | 24.23 |
2024-11-18 | BUY | 11,347 | | | 24.440* | | 24.21 |
2024-11-12 | BUY | 7,560 | | | 23.720* | | 24.24 |
2024-11-08 | BUY | 4,720 | | | 23.810* | | 24.27 |
2024-11-07 | BUY | 14,145 | | | 23.860* | | 24.30 |
2024-11-06 | BUY | 1,886 | | | 23.910* | | 24.33 |
2024-10-31 | BUY | 943 | | | 23.910* | | 24.73 |
Market high and low price is on the date. * (if shown) = market close price used not a projected price. This is used when we do not have market data available to calculate a projection
The likely trade price/value is our estimate on the likely price the trade took place at and is not the actual trade price. The likely LOSS/GAIN is our estimate. Where a profit/loss value is shown in the Likely Trade Value column, this is derived from matching trades between periods eg the most recent previous BUY is matched with the SELL for the same number of shares and the difference between the likely BUY price and likely SELL price is calculated. Where a profit or loss is shown in the Average Price of Previous Trades column, this is dervied using the likely trade price compared to the average of previous trades based on adjusted close
Shorting History of UGI
Date | Shorted Volume | Short Exempt Volume | Total Shares Traded | % Shorted |
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2025-03-14 | 394,564 | 0 | 839,133 | 47.0% |
2025-03-13 | 103,684 | 105 | 614,050 | 16.9% |
2025-03-12 | 391,020 | 22 | 1,006,005 | 38.9% |
2025-03-11 | 202,837 | 4,011 | 677,766 | 29.9% |
2025-03-10 | 293,363 | 3,365 | 859,321 | 34.1% |
2025-03-07 | 123,055 | 34 | 626,186 | 19.7% |
2025-03-06 | 172,606 | 795 | 497,623 | 34.7% |
2025-03-05 | 176,319 | 4,192 | 529,640 | 33.3% |
2025-03-04 | 180,885 | 775 | 534,112 | 33.9% |
2025-03-03 | 245,979 | 463 | 608,285 | 40.4% |
2025-02-28 | 415,003 | 7,657 | 575,682 | 72.1% |
2025-02-27 | 728,986 | 182 | 878,420 | 83.0% |
2025-02-26 | 463,507 | 3,650 | 719,627 | 64.4% |
2025-02-25 | 337,501 | 0 | 514,999 | 65.5% |
2025-02-24 | 345,752 | 66,118 | 578,188 | 59.8% |
2025-02-21 | 543,202 | 255 | 887,456 | 61.2% |
2025-02-20 | 892,675 | 602 | 1,317,163 | 67.8% |
2025-02-19 | 227,213 | 640 | 725,739 | 31.3% |
2025-02-18 | 486,429 | 967 | 680,297 | 71.5% |
2025-02-14 | 172,242 | 100 | 478,025 | 36.0% |
2025-02-13 | 298,076 | 34 | 647,543 | 46.0% |
2025-02-12 | 1,934,839 | 0 | 2,419,831 | 80.0% |
2025-02-11 | 1,021,772 | 0 | 1,462,088 | 69.9% |
2025-02-10 | 515,791 | 9 | 867,888 | 59.4% |
2025-02-07 | 1,748,053 | 0 | 1,978,198 | 88.4% |
2025-02-06 | 1,212,196 | 150 | 1,552,510 | 78.1% |
2025-02-05 | 509,415 | 132,127 | 788,675 | 64.6% |
2025-02-04 | 267,300 | 15 | 520,114 | 51.4% |
2025-02-03 | 339,245 | 121 | 445,801 | 76.1% |
2025-01-31 | 401,498 | 65,292 | 620,010 | 64.8% |
2025-01-30 | 403,486 | 2,579 | 691,404 | 58.4% |
2025-01-29 | 711,844 | 809 | 1,058,201 | 67.3% |
2025-01-28 | 1,476,120 | 450 | 1,654,237 | 89.2% |
2025-01-27 | 388,111 | 260 | 529,491 | 73.3% |
2025-01-24 | 265,533 | 1,444 | 437,065 | 60.8% |
2025-01-23 | 292,120 | 61 | 413,034 | 70.7% |
2025-01-22 | 327,633 | 1,644 | 590,167 | 55.5% |
2025-01-21 | 224,188 | 209 | 522,816 | 42.9% |
2025-01-17 | 212,532 | 20 | 444,725 | 47.8% |
2025-01-16 | 439,307 | 129 | 667,102 | 65.9% |
2025-01-15 | 472,777 | 40 | 827,467 | 57.1% |
2025-01-14 | 579,539 | 20 | 1,010,443 | 57.4% |
2025-01-13 | 387,558 | 16 | 704,568 | 55.0% |
2025-01-10 | 349,605 | 121 | 515,076 | 67.9% |
2025-01-08 | 193,000 | 0 | 402,236 | 48.0% |
The data here is derived from FINRA daily shorted trade data. The Daily Short Sale Volume is the total volume of short trades that meet certain criteria on each trade date by 6 PM ET on the trade date. The detail trade data is derived from the monthly shorted trade data which will differ in aggregate. The detail trade data is derived from the transaction level data and includes ALL trades (including exempt) and the aggregation period extends beyond 6pm.
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All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.