Aspiriant, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$29.58 - $33.94 $843,799 - $968,172	-28,526 Reduced 76.96%	8,541 $268,000
Q4 2022 Jan 23, 2023	SELL	$26.89 - $31.56 $1.1 Million - $1.3 Million	-41,089 Reduced 52.57%	37,067 $0
Q3 2022 Oct 28, 2022	BUY	$27.67 - $32.89 $570,693 - $678,356	20,625 Added 35.85%	78,156 $2.16 Million
Q2 2022 Jul 25, 2022	BUY	$31.92 - $38.05 $1.84 Million - $2.19 Million	57,531 New	57,531 $1.86 Million
Q1 2022 May 06, 2022	SELL	$33.66 - $41.37 $835,205 - $1.03 Million	-24,813 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$38.5 - $43.37 $955,300 - $1.08 Million	24,813 New	24,813 $987,000

Others Institutions Holding ESGE

# of Institutions

547

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$592 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$207 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$191 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$190 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$178 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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