Clear Perspectives Financial Planning, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$31.92 - $38.05 $31,824 - $37,935	-997 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$38.5 - $43.37 $85,662 - $96,498	-2,225 Reduced 69.06%	997 $40,000
Q3 2021 Nov 05, 2021	SELL	$40.74 - $44.79 $24,688 - $27,142	-606 Reduced 15.83%	3,222 $134,000
Q2 2021 Aug 05, 2021	BUY	$42.32 - $45.78 $67,838 - $73,385	1,603 Added 72.04%	3,828 $173,000
Q1 2021 May 06, 2021	BUY	$41.83 - $47.19 $9,411 - $10,617	225 Added 11.25%	2,225 $96,000
Q4 2020 Feb 01, 2021	BUY	$35.59 - $41.99 $71,180 - $83,980	2,000 New	2,000 $84,000

Others Institutions Holding ESGE

# of Institutions

554

Shares Held

101M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.6M
Shares

$603 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$211 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.74M
Shares

$197 Million
0.65% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$194 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$181 Million
0.01% of portfolio

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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