Silicon Hills Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Silicon Hills Wealth Management, LLC

$176 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$61.64 - $74.67 $443,931 - $537,773	-7,202 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$67.21 - $80.45 $10,619 - $12,711	158 Added 2.24%	7,202 $531,000
Q4 2021 Feb 11, 2022	SELL	$76.64 - $82.32 $719,572 - $772,902	-9,389 Reduced 57.14%	7,044 $560,000
Q3 2021 Nov 15, 2021	SELL	$77.09 - $82.48 $223,792 - $239,439	-2,903 Reduced 15.01%	16,433 $1.29 Million
Q2 2021 Aug 16, 2021	BUY	$76.82 - $82.21 $383,792 - $410,721	4,996 Added 34.84%	19,336 $1.53 Million
Q1 2021 May 17, 2021	SELL	$72.34 - $76.86 $143,667 - $152,643	-1,986 Reduced 12.16%	14,340 $1.09 Million
Q4 2020 Feb 10, 2021	SELL	$61.15 - $73.67 $6,787 - $8,177	-111 Reduced 0.68%	16,326 $1.19 Million
Q3 2020 Nov 16, 2020	SELL	$60.95 - $65.87 $75,334 - $81,415	-1,236 Reduced 6.99%	16,437 $1.04 Million
Q2 2020 Jul 29, 2020	SELL	$50.54 - $64.22 $30,677 - $38,981	-607 Reduced 3.32%	17,673 $1.07 Million
Q1 2020 May 15, 2020	BUY	$46.16 - $69.62 $843,712 - $1.27 Million	18,278 Added 913900.0%	18,280 $972,000
Q4 2019 Jan 13, 2020	BUY	$62.3 - $68.88 $124 - $137	2 New	2 $41,000

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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