Steel Peak Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$108.69 - $119.84 $77,387 - $85,326	-712 Reduced 27.8%	1,849 $220,000
Q1 2024 Apr 17, 2024	SELL	$102.91 - $114.96 $6.89 Million - $7.7 Million	-66,940 Reduced 96.32%	2,561 $294,000
Q4 2023 Jan 23, 2024	BUY	$89.99 - $105.25 $293,457 - $343,220	3,261 Added 4.92%	69,501 $7.29 Million
Q3 2023 Nov 02, 2023	SELL	$93.48 - $100.86 $4.95 Million - $5.34 Million	-52,911 Reduced 44.41%	66,240 $6.22 Million
Q2 2023 Aug 02, 2023	SELL	$88.97 - $97.46 $52,937 - $57,988	-595 Reduced 0.5%	119,151 $11.6 Million
Q1 2023 May 05, 2023	SELL	$84.05 - $92.64 $19.2 Million - $21.2 Million	-228,878 Reduced 65.65%	119,746 $10.8 Million
Q4 2022 Jan 25, 2023	SELL	$79.22 - $90.53 $3.87 Million - $4.43 Million	-48,893 Reduced 12.3%	348,624 $0
Q3 2022 Oct 26, 2022	SELL	$79.41 - $95.97 $439,057 - $530,618	-5,529 Reduced 1.37%	397,517 $31.6 Million
Q2 2022 Aug 02, 2022	SELL	$81.27 - $102.58 $480,630 - $606,658	-5,914 Reduced 1.45%	403,046 $33.8 Million
Q1 2022 May 10, 2022	BUY	$93.13 - $108.44 $608,790 - $708,872	6,537 Added 1.62%	408,960 $41.4 Million
Q4 2021 Jan 31, 2022	BUY	$98.21 - $108.46 $3.27 Million - $3.61 Million	33,303 Added 9.02%	402,423 $43.4 Million
Q3 2021 Nov 15, 2021	BUY	$97.63 - $104.12 $7.91 Million - $8.44 Million	81,038 Added 28.13%	369,120 $36.3 Million
Q2 2021 Aug 13, 2021	SELL	$91.95 - $98.47 $1.24 Million - $1.32 Million	-13,445 Reduced 4.46%	288,082 $28.4 Million
Q1 2021 May 18, 2021	SELL	$84.89 - $91.26 $7.99 Million - $8.59 Million	-94,164 Reduced 23.8%	301,527 $27.4 Million
Q4 2020 Feb 04, 2021	BUY	$74.43 - $86.03 $11.5 Million - $13.3 Million	154,251 Added 63.89%	395,691 $34 Million
Q3 2020 Oct 26, 2020	SELL	$70.41 - $81.56 $2.77 Million - $3.21 Million	-39,338 Reduced 14.01%	241,440 $18.4 Million
Q2 2020 Jul 21, 2020	BUY	$55.08 - $72.67 $7.37 Million - $9.72 Million	133,820 Added 91.06%	280,778 $19.7 Million
Q1 2020 Apr 16, 2020	BUY	$49.98 - $75.58 $7.34 Million - $11.1 Million	146,958 New	146,958 $8.45 Million

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

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