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

547

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$594 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$208 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$192 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$191 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
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crumly & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crumly & Associates Inc. with notifications on news.