Pinnacle Family Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$88.97 - $97.46 $519,940 - $569,556	-5,844 Reduced 64.3%	3,244 $316,000
Q1 2023 May 15, 2023	SELL	$84.05 - $92.64 $147,255 - $162,305	-1,752 Reduced 16.16%	9,088 $822,000
Q4 2022 Feb 10, 2023	SELL	$79.22 - $90.53 $134,198 - $153,357	-1,694 Reduced 13.52%	10,840 $918,000
Q3 2022 Nov 14, 2022	SELL	$79.41 - $95.97 $1,429 - $1,727	-18 Reduced 0.14%	12,534 $995,000
Q2 2022 Aug 15, 2022	BUY	$81.27 - $102.58 $59,327 - $74,883	730 Added 6.17%	12,552 $1.05 Million
Q1 2022 May 16, 2022	BUY	$93.13 - $108.44 $40,977 - $47,713	440 Added 3.87%	11,822 $1.2 Million
Q4 2021 Feb 14, 2022	SELL	$98.21 - $108.46 $3,437 - $3,796	-35 Reduced 0.31%	11,382 $1.23 Million
Q3 2021 Nov 12, 2021	SELL	$97.63 - $104.12 $7,029 - $7,496	-72 Reduced 0.63%	11,417 $1.12 Million
Q2 2021 Aug 16, 2021	SELL	$91.95 - $98.47 $12,781 - $13,687	-139 Reduced 1.2%	11,489 $1.13 Million
Q1 2021 May 14, 2021	SELL	$84.89 - $91.26 $21,562 - $23,180	-254 Reduced 2.14%	11,628 $1.06 Million
Q4 2020 Feb 16, 2021	BUY	$74.43 - $86.03 $884,377 - $1.02 Million	11,882 New	11,882 $1.02 Million

Others Institutions Holding ESGU

# of Institutions

803

Shares Held

97.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

14.8M
Shares

$1.86 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$1.35 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.29M
Shares

$665 Million
1.95% of portfolio
Northern Trust Corp Chicago, IL

4.73M
Shares

$594 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$574 Million
10.14% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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