Crumly & Associates Inc. Ishares, Inc. Ishares Esg Awar Transaction History

Crumly & Associates Inc.

$318 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$31.92 - $38.05 $4.16 Million - $4.96 Million	-130,305 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$33.66 - $41.37 $424,789 - $522,089	12,620 Added 10.72%	130,305 $4.79 Million
Q4 2021 Feb 04, 2022	SELL	$38.5 - $43.37 $1.96 Million - $2.21 Million	-50,900 Reduced 30.19%	117,685 $4.67 Million
Q3 2021 Oct 20, 2021	SELL	$40.74 - $44.79 $337,775 - $371,353	-8,291 Reduced 4.69%	168,585 $6.99 Million
Q2 2021 Aug 09, 2021	BUY	$42.32 - $45.78 $1.2 Million - $1.3 Million	28,290 Added 19.04%	176,876 $7.99 Million
Q1 2021 Apr 27, 2021	BUY	$41.83 - $47.19 $488,407 - $550,990	11,676 Added 8.53%	148,586 $6.44 Million
Q4 2020 Jan 25, 2021	BUY	$35.59 - $41.99 $4.87 Million - $5.75 Million	136,910 New	136,910 $6.23 Million

Others Institutions Holding ESGE

# of Institutions

545

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$600 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$210 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$194 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$193 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$180 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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