Steel Peak Wealth Management LLC Ishares, Inc. Ishares Esg Awar Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	$27.67 - $32.89 $47,232 - $56,143	-1,707 Reduced 4.89%	33,227 $919,000
Q2 2022 Aug 02, 2022	SELL	$31.92 - $38.05 $5.35 Million - $6.38 Million	-167,544 Reduced 82.75%	34,934 $1.13 Million
Q1 2022 May 10, 2022	BUY	$33.66 - $41.37 $1.31 Million - $1.61 Million	38,828 Added 23.73%	202,478 $7.44 Million
Q4 2021 Jan 31, 2022	SELL	$38.5 - $43.37 $834,295 - $939,827	-21,670 Reduced 11.69%	163,650 $6.51 Million
Q3 2021 Nov 15, 2021	SELL	$40.74 - $44.79 $3.87 Million - $4.26 Million	-95,102 Reduced 33.91%	185,320 $7.68 Million
Q2 2021 Aug 13, 2021	BUY	$42.32 - $45.78 $194,460 - $210,359	4,595 Added 1.67%	280,422 $12.7 Million
Q1 2021 May 18, 2021	BUY	$41.83 - $47.19 $11.5 Million - $13 Million	275,827 New	275,827 $11.9 Million
Q4 2020 Feb 04, 2021	SELL	$35.59 - $41.99 $9.11 Million - $10.8 Million	-256,056 Closed	0 $0
Q3 2020 Oct 26, 2020	SELL	$32.5 - $36.82 $3.74 Million - $4.24 Million	-115,227 Reduced 31.03%	256,056 $9.12 Million
Q2 2020 Jul 21, 2020	BUY	$26.29 - $32.85 $4.61 Million - $5.76 Million	175,208 Added 89.36%	371,283 $11.9 Million
Q1 2020 Apr 16, 2020	BUY	$24.66 - $37.05 $4.84 Million - $7.26 Million	196,075 New	196,075 $5.37 Million

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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