Aveo Capital Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Aveo Capital Partners, LLC

$883 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$88.97 - $97.46 $26,779 - $29,335	-301 Reduced 10.39%	2,597 $253,000
Q1 2023 May 03, 2023	SELL	$84.05 - $92.64 $313,758 - $345,825	-3,733 Reduced 56.3%	2,898 $262,000
Q4 2022 Feb 03, 2023	SELL	$82.9 - $90.53 $236,679 - $258,463	-2,855 Reduced 30.1%	6,631 $561,000
Q3 2022 Nov 09, 2022	SELL	$82.11 - $95.97 $16,093 - $18,810	-196 Reduced 2.02%	9,486 $753,000
Q2 2022 Aug 05, 2022	SELL	$81.27 - $102.58 $61,521 - $77,653	-757 Reduced 7.25%	9,682 $812,000

Q1 2022 May 13, 2022	BUY	$93.13 - $108.44 $28,684 - $33,399	308 Added 3.04%	10,439 $1.06 Million
Q4 2021 Feb 11, 2022	BUY	$98.21 - $108.46 $223,525 - $246,854	2,276 Added 28.98%	10,131 $1.09 Million
Q3 2021 Nov 12, 2021	BUY	$97.63 - $104.12 $310,853 - $331,518	3,184 Added 68.17%	7,855 $773,000
Q2 2021 Aug 13, 2021	BUY	$91.95 - $98.47 $179,210 - $191,918	1,949 Added 71.6%	4,671 $460,000
Q1 2021 May 11, 2021	BUY	$84.89 - $91.26 $231,070 - $248,409	2,722 New	2,722 $247,000

Others Institutions Holding ESGU

# of Institutions

787

Shares Held

99M

Call Options Held

0

Put Options Held

0

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