Lineweaver Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$31.92 - $38.05 $4.01 Million - $4.78 Million	-125,642 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$33.66 - $41.37 $4.23 Million - $5.2 Million	125,642 New	125,642 $4.61 Million
Q2 2021 Jul 26, 2021	SELL	$42.32 - $45.78 $227,723 - $246,342	-5,381 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$41.83 - $47.19 $11.6 Million - $13 Million	-276,203 Reduced 98.09%	5,381 $233,000
Q4 2020 Feb 11, 2021	BUY	$35.59 - $41.99 $2.44 Million - $2.88 Million	68,489 Added 32.14%	281,584 $11.8 Million
Q3 2020 Oct 20, 2020	SELL	$32.5 - $36.82 $50,082 - $56,739	-1,541 Reduced 0.72%	213,095 $7.59 Million
Q2 2020 Aug 10, 2020	BUY	$26.29 - $32.85 $1.61 Million - $2.01 Million	61,146 Added 39.84%	214,636 $6.89 Million
Q1 2020 May 05, 2020	BUY	$24.66 - $37.05 $3.79 Million - $5.69 Million	153,490 New	153,490 $4.21 Million

Others Institutions Holding ESGE

# of Institutions

545

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$600 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$210 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

$193 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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