Lex Aurum Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Lex Aurum Advisors, LLC

$476 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$31.14 - $34.36 $204,309 - $225,435	6,561 New	6,561 $219,000
Q2 2022 Aug 05, 2022	BUY	$31.92 - $38.05 $100,356 - $119,629	3,144 Added 25.13%	15,654 $506,000
Q1 2022 May 04, 2022	BUY	$33.66 - $41.37 $87,280 - $107,272	2,593 Added 26.15%	12,510 $459,000
Q4 2021 Jan 24, 2022	BUY	$38.5 - $43.37 $55,055 - $62,019	1,430 Added 16.85%	9,917 $394,000
Q3 2021 Nov 03, 2021	BUY	$40.74 - $44.79 $50,843 - $55,897	1,248 Added 17.24%	8,487 $352,000
Q2 2021 Jul 19, 2021	BUY	$42.32 - $45.78 $3,554 - $3,845	84 Added 1.17%	7,239 $327,000
Q1 2021 Apr 22, 2021	BUY	$41.83 - $47.19 $24,219 - $27,323	579 Added 8.8%	7,155 $310,000
Q4 2020 Jan 20, 2021	BUY	$35.59 - $41.99 $8,755 - $10,329	246 Added 3.89%	6,576 $276,000
Q3 2020 Oct 22, 2020	BUY	$32.5 - $36.82 $205,725 - $233,070	6,330 New	6,330 $225,000

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

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