Tillar Wenstrup Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Tillar Wenstrup Advisors, LLC

$0
Q4 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$55.83 - $67.96 $22,611 - $27,523	405 Added 4.39%	9,631 $633,000
Q3 2022 Oct 25, 2022	SELL	$55.75 - $67.2 $4.89 Million - $5.89 Million	-87,703 Reduced 90.48%	9,226 $518,000
Q2 2022 Jul 22, 2022	SELL	$61.64 - $74.67 $87,405 - $105,882	-1,418 Reduced 1.44%	96,929 $6.08 Million
Q1 2022 Apr 22, 2022	SELL	$67.21 - $80.45 $409,712 - $490,423	-6,096 Reduced 5.84%	98,347 $7.25 Million
Q4 2021 Jan 28, 2022	SELL	$76.64 - $82.32 $6,437 - $6,914	-84 Reduced 0.08%	104,443 $8.3 Million
Q3 2021 Oct 25, 2021	SELL	$77.09 - $82.48 $110,547 - $118,276	-1,434 Reduced 1.35%	104,527 $8.19 Million
Q2 2021 Jul 23, 2021	BUY	$76.82 - $82.21 $75,053 - $80,319	977 Added 0.93%	105,961 $8.37 Million
Q1 2021 Apr 23, 2021	BUY	$72.34 - $76.86 $243,785 - $259,018	3,370 Added 3.32%	104,984 $7.97 Million
Q4 2020 Feb 02, 2021	BUY	$61.15 - $73.67 $28,862 - $34,772	472 Added 0.47%	101,614 $7.42 Million
Q3 2020 Oct 21, 2020	BUY	$60.95 - $65.87 $114,646 - $123,901	1,881 Added 1.9%	101,142 $6.42 Million
Q2 2020 Jul 31, 2020	BUY	$50.54 - $64.22 $5.02 Million - $6.37 Million	99,261 New	99,261 $6.01 Million

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

$727 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$482 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$450 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$437 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$383 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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