Regis Management CO LLC Ishares Trust Ishares Esg Awar Transaction History

Regis Management CO LLC

$331 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$61.64 - $74.67 $189,543 - $229,610	-3,075 Closed	0 $0
Q1 2022 Apr 15, 2022	BUY	$67.21 - $80.45 $206,670 - $247,383	3,075 New	3,075 $227,000

Others Institutions Holding ESGD

# of Institutions

625

Shares Held

93M

Call Options Held

600

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.44M
Shares

$787 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$523 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.88M
Shares

$490 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.71M
Shares

$476 Million
1.68% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$416 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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