Firethorn Wealth Partners, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Firethorn Wealth Partners, LLC

$193 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$26.89 - $31.56 $551,675 - $647,484	-20,516 Reduced 75.23%	6,754 $203,000
Q3 2022 Oct 18, 2022	SELL	$27.67 - $32.89 $1,079 - $1,282	-39 Reduced 0.14%	27,270 $755,000
Q2 2022 Aug 03, 2022	SELL	$31.92 - $38.05 $261,265 - $311,439	-8,185 Reduced 23.06%	27,309 $866,000
Q1 2022 May 03, 2022	BUY	$33.66 - $41.37 $149,786 - $184,096	4,450 Added 14.33%	35,494 $1.3 Million
Q4 2021 Feb 08, 2022	SELL	$38.5 - $43.37 $924,077 - $1.04 Million	-24,002 Reduced 43.6%	31,044 $1.23 Million
Q2 2021 Jul 20, 2021	BUY	$42.32 - $45.78 $45,578 - $49,305	1,077 Added 2.0%	55,046 $2.49 Million
Q1 2021 May 18, 2021	SELL	$41.83 - $47.19 $813,133 - $917,326	-19,439 Reduced 26.48%	53,969 $2.34 Million
Q4 2020 Mar 09, 2021	BUY	$35.59 - $41.99 $2.61 Million - $3.08 Million	73,408 New	73,408 $3.08 Million

Others Institutions Holding ESGE

# of Institutions

549

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$599 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$209 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

$192 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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