Coppell Advisory Solutions LLC Ishares Trust Ishares Esg Awar Transaction History

Coppell Advisory Solutions LLC

$944 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$75.65 - $83.47 $47,205 - $52,085	624 Added 116.85%	1,158 $88.1 Million
Q3 2024 Nov 14, 2024	SELL	$75.63 - $84.89 $24,882 - $27,928	-329 Reduced 38.12%	534 $45.1 Million
Q2 2024 Aug 15, 2024	BUY	$76.22 - $82.36 $23,094 - $24,955	303 Added 54.11%	863 $68 Million
Q4 2023 Feb 14, 2024	BUY	$65.9 - $75.7 $5,337 - $6,131	81 Added 16.91%	560 $42.3 Million
Q3 2023 Nov 14, 2023	SELL	$68.87 - $74.82 $52,410 - $56,938	-761 Reduced 61.37%	479 $31.5 Million
Q2 2023 Aug 17, 2023	BUY	$70.97 - $74.19 $88,002 - $91,995	1,240 New	1,240 $89.3 Million
Q1 2023 May 19, 2023	SELL	$66.27 - $72.39 $31,743 - $34,674	-479 Closed	0 $0
Q4 2022 May 19, 2023	BUY	$55.83 - $67.96 $26,742 - $32,552	479 New	479 $31.5 Million

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.85M
Shares

$750 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$600 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.61M
Shares

$536 Million
1.45% of portfolio
Northern Trust Corp Chicago, IL

4.84M
Shares

$462 Million
0.06% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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