Sharkey, Howes & Javer Ishares Trust Ishares Esg Awar Transaction History

Sharkey, Howes & Javer

$654 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	SELL	$68.87 - $74.82 $311,361 - $338,261	-4,521 Reduced 27.28%	12,049 $832,000
Q2 2023 Jul 14, 2023	BUY	$70.97 - $74.19 $9,439 - $9,867	133 Added 0.81%	16,570 $1.21 Million
Q1 2023 Apr 18, 2023	BUY	$66.27 - $72.39 $181,911 - $198,710	2,745 Added 20.05%	16,437 $1.18 Million
Q4 2022 Jan 30, 2023	SELL	$55.83 - $67.96 $62,920 - $76,590	-1,127 Reduced 7.61%	13,692 $900,000
Q3 2022 Nov 02, 2022	SELL	$55.75 - $67.2 $1.7 Million - $2.05 Million	-30,564 Reduced 67.35%	14,819 $832,000
Q2 2022 Jul 27, 2022	BUY	$61.64 - $74.67 $141,710 - $171,666	2,299 Added 5.34%	45,383 $2.85 Million
Q1 2022 Apr 25, 2022	SELL	$67.21 - $80.45 $1.53 Million - $1.83 Million	-22,694 Reduced 34.5%	43,084 $3.18 Million
Q4 2021 Feb 03, 2022	BUY	$76.64 - $82.32 $3.93 Million - $4.22 Million	51,309 Added 354.61%	65,778 $5.23 Million
Q3 2021 Oct 29, 2021	BUY	$77.09 - $82.48 $456,912 - $488,858	5,927 Added 69.39%	14,469 $1.13 Million
Q2 2021 Jul 28, 2021	BUY	$76.82 - $82.21 $135,049 - $144,525	1,758 Added 25.91%	8,542 $675,000
Q1 2021 Apr 21, 2021	BUY	$72.34 - $76.86 $490,754 - $521,418	6,784 New	6,784 $515,000

Others Institutions Holding ESGD

# of Institutions

667

Shares Held

96.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.71M
Shares

$824 Million
0.06% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$533 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

6.27M
Shares

$532 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.96M
Shares

$506 Million
1.54% of portfolio
Northern Trust Corp Chicago, IL

5.6M
Shares

$476 Million
0.06% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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