Evergreen Wealth Solutions, LLC Ishares Trust Ishares Esg Awar Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$73.39 - $80.18 $29,943 - $32,713	-408 Reduced 12.04%	2,981 $238,000
Q4 2023 Feb 07, 2024	BUY	$65.9 - $75.7 $19,967 - $22,937	303 Added 9.82%	3,389 $256,000
Q3 2023 Nov 13, 2023	BUY	$68.87 - $74.82 $4,338 - $4,713	63 Added 2.08%	3,086 $213,000
Q2 2023 Aug 11, 2023	SELL	$70.97 - $74.19 $45,917 - $48,000	-647 Reduced 17.63%	3,023 $220,000
Q1 2023 May 12, 2023	SELL	$66.27 - $72.39 $57,654 - $62,979	-870 Reduced 19.16%	3,670 $264,000
Q4 2022 Feb 14, 2023	BUY	$55.83 - $67.96 $253,468 - $308,538	4,540 New	4,540 $298,000
Q2 2022 Aug 15, 2022	SELL	$61.64 - $74.67 $194,166 - $235,210	-3,150 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$67.21 - $80.45 $36,226 - $43,362	-539 Reduced 14.61%	3,150 $232,000
Q4 2021 Jan 19, 2022	BUY	$76.64 - $82.32 $282,724 - $303,678	3,689 New	3,689 $293,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$727 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$482 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$450 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$437 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$383 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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