Regimen Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Regimen Wealth, LLC

$309 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$102.91 - $114.96 $8,232 - $9,196	-80 Reduced 1.34%	5,912 $680 Million
Q4 2023 Feb 13, 2024	BUY	$89.99 - $105.25 $23,667 - $27,680	263 Added 4.59%	5,992 $629 Million
Q3 2023 Nov 13, 2023	SELL	$93.48 - $100.86 $614,070 - $662,549	-6,569 Reduced 53.42%	5,729 $538 Million
Q2 2023 Aug 08, 2023	SELL	$88.97 - $97.46 $2.14 Million - $2.35 Million	-24,075 Reduced 66.19%	12,298 $1.2 Billion
Q1 2023 May 05, 2023	BUY	$84.05 - $92.64 $4,370 - $4,817	52 Added 0.14%	36,373 $3.27 Billion
Q4 2022 Feb 06, 2023	BUY	$79.22 - $90.53 $2.88 Million - $3.29 Million	36,321 New	36,321 $3.07 Billion

Others Institutions Holding ESGU

# of Institutions

807

Shares Held

94.6M

Call Options Held

0

Put Options Held

0

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