Kalos Management, Inc. Ishares Trust Ishares Esg Awar Transaction History

Kalos Management, Inc.

$0
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jun 21, 2022	SELL	$93.13 - $108.44 $961,567 - $1.12 Million	-10,325 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$98.21 - $108.46 $19,838 - $21,908	202 Added 2.0%	10,325 $1.11 Million
Q3 2021 Nov 10, 2021	BUY	$97.63 - $104.12 $53,208 - $56,745	545 Added 5.69%	10,123 $1.09 Million
Q2 2021 Aug 11, 2021	BUY	$91.95 - $98.47 $118,983 - $127,420	1,294 Added 15.62%	9,578 $972,000
Q1 2021 May 13, 2021	BUY	$84.89 - $91.26 $84,550 - $90,894	996 Added 13.67%	8,284 $784,000
Q4 2020 Feb 11, 2021	SELL	$74.43 - $86.03 $22,998 - $26,583	-309 Reduced 4.07%	7,288 $658,000
Q3 2020 Nov 12, 2020	BUY	$70.41 - $81.56 $213,131 - $246,882	3,027 Added 66.24%	7,597 $612,000
Q2 2020 Aug 13, 2020	BUY	$55.08 - $72.67 $25,391 - $33,500	461 Added 11.22%	4,570 $344,000
Q1 2020 May 13, 2020	BUY	$49.98 - $75.58 $205,367 - $310,558	4,109 New	4,109 $271,000

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

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