Fiducient Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Fiducient Advisors LLC

$864 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$67.21 - $80.45 $649,450 - $777,388	-9,663 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$76.64 - $82.32 $9,426 - $10,125	123 Added 1.29%	9,663 $769,000
Q2 2021 Aug 12, 2021	BUY	$76.82 - $82.21 $9,448 - $10,111	123 Added 1.31%	9,540 $754,000
Q1 2021 May 14, 2021	BUY	$72.34 - $76.86 $27,272 - $28,976	377 Added 4.17%	9,417 $715,000
Q4 2020 Feb 11, 2021	SELL	$61.15 - $73.67 $956,141 - $1.15 Million	-15,636 Reduced 63.37%	9,040 $660,000
Q2 2020 Aug 11, 2020	BUY	$50.54 - $64.22 $11,775 - $14,963	233 Added 0.95%	24,676 $1.5 Million
Q4 2019 Feb 14, 2020	BUY	$62.3 - $68.88 $361,464 - $399,641	5,802 Added 31.12%	24,443 $1.68 Million
Q2 2019 Aug 13, 2019	SELL	$61.87 - $65.25 $59,209 - $62,444	-957 Reduced 4.88%	18,641 $1.2 Million
Q4 2018 Feb 14, 2019	BUY	$55.2 - $66.33 $1.08 Million - $1.3 Million	19,598 New	19,598 $1.13 Million

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

$726 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$481 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$449 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$436 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$382 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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