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

Sharkey, Howes & Javer

$665 Million
Q3 2024

Shares

11 transactions

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

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$724 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$479 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$448 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$434 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$381 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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