Orgel Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$29.99 - $32.59 $45,614 - $49,569	1,521 Added 4.4%	36,083 $1.16 Million
Q3 2023 Oct 26, 2023	SELL	$30.17 - $33.62 $998,023 - $1.11 Million	-33,080 Reduced 48.9%	34,562 $1.05 Million
Q2 2023 Jul 10, 2023	BUY	$30.3 - $32.81 $19,149 - $20,735	632 Added 0.94%	67,642 $2.14 Million
Q1 2023 Apr 06, 2023	BUY	$29.58 - $33.94 $20,765 - $23,825	702 Added 1.06%	67,010 $2.11 Million
Q4 2022 Jan 17, 2023	BUY	$26.89 - $31.56 $935,099 - $1.1 Million	34,775 Added 110.28%	66,308 $0
Q3 2022 Oct 25, 2022	SELL	$27.67 - $32.89 $871,162 - $1.04 Million	-31,484 Reduced 49.96%	31,533 $873,000
Q2 2022 Jul 13, 2022	BUY	$31.92 - $38.05 $93,621 - $111,600	2,933 Added 4.88%	63,017 $2.04 Million
Q1 2022 May 10, 2022	BUY	$33.66 - $41.37 $158,302 - $194,563	4,703 Added 8.49%	60,084 $2.21 Million
Q4 2021 Jan 24, 2022	BUY	$38.5 - $43.37 $168,014 - $189,266	4,364 Added 8.55%	55,381 $2.2 Million
Q3 2021 Oct 26, 2021	BUY	$40.74 - $44.79 $210,870 - $231,833	5,176 Added 11.29%	51,017 $2.11 Million
Q2 2021 Jul 23, 2021	BUY	$42.32 - $45.78 $306,777 - $331,859	7,249 Added 18.78%	45,841 $2.07 Million
Q1 2021 Apr 28, 2021	BUY	$41.83 - $47.19 $1.61 Million - $1.82 Million	38,592 New	38,592 $1.67 Million

Others Institutions Holding ESGE

# of Institutions

547

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$592 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$207 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$191 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$190 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$178 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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