Rede Wealth, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Rede Wealth, LLC

$260 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$26.89 - $31.56 $183,524 - $215,397	6,825 New	6,825 $0
Q2 2022 Jul 21, 2022	SELL	$31.92 - $38.05 $345,374 - $411,700	-10,820 Reduced 58.72%	7,607 $246,000
Q1 2022 Apr 18, 2022	BUY	$33.66 - $41.37 $8,112 - $9,970	241 Added 1.33%	18,427 $677,000
Q4 2021 Feb 07, 2022	BUY	$38.5 - $43.37 $4,273 - $4,814	111 Added 0.61%	18,186 $723,000
Q3 2021 Oct 08, 2021	BUY	$40.74 - $44.79 $36,910 - $40,579	906 Added 5.28%	18,075 $749,000
Q2 2021 Jul 22, 2021	BUY	$42.32 - $45.78 $47,525 - $51,410	1,123 Added 7.0%	17,169 $775,000
Q1 2021 May 12, 2021	BUY	$41.83 - $47.19 $44,590 - $50,304	1,066 Added 7.12%	16,046 $695,000
Q4 2020 Feb 16, 2021	BUY	$35.59 - $41.99 $533,138 - $629,010	14,980 New	14,980 $629,000

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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