Arbor Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Arbor Investment Advisors, LLC

$753 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$55.75 - $67.2 $1,059 - $1,276	19 Added 0.46%	4,173 $234,000
Q2 2022 Jul 28, 2022	SELL	$61.64 - $74.67 $26,381 - $31,958	-428 Reduced 9.34%	4,154 $261,000
Q1 2022 Apr 21, 2022	BUY	$67.21 - $80.45 $14,920 - $17,859	222 Added 5.09%	4,582 $338,000
Q4 2021 Jan 21, 2022	BUY	$76.64 - $82.32 $18,087 - $19,427	236 Added 5.72%	4,360 $346,000
Q3 2021 Oct 22, 2021	BUY	$77.09 - $82.48 $11,486 - $12,289	149 Added 3.75%	4,124 $323,000
Q2 2021 Jul 21, 2021	BUY	$76.82 - $82.21 $17,438 - $18,661	227 Added 6.06%	3,975 $314,000
Q1 2021 Apr 15, 2021	BUY	$72.34 - $76.86 $44,778 - $47,576	619 Added 19.78%	3,748 $284,000
Q4 2020 Jan 15, 2021	BUY	$61.15 - $73.67 $191,338 - $230,513	3,129 New	3,129 $229,000

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$735 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$487 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$455 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$441 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$387 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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