Tpg Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Tpg Financial Advisors, LLC

$222 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 13, 2021	SELL	$76.82 - $82.21 $202,958 - $217,198	-2,642 Closed	0 $0
Q1 2021 Apr 16, 2021	BUY	$72.34 - $76.86 $191,122 - $203,064	2,642 New	2,642 $201,000
Q2 2020 Jul 10, 2020	SELL	$50.54 - $64.22 $198,116 - $251,742	-3,920 Closed	0 $0
Q1 2020 Apr 06, 2020	BUY	$46.16 - $69.62 $784 - $1,183	17 Added 0.44%	3,920 $208,000
Q4 2019 Jan 14, 2020	SELL	$62.3 - $68.88 $4,859 - $5,372	-78 Reduced 1.96%	3,903 $268,000
Q3 2019 Oct 03, 2019	BUY	$60.17 - $65.28 $239,536 - $259,879	3,981 New	3,981 $255,000
Q2 2019 Jul 08, 2019	SELL	$61.87 - $65.25 $234,672 - $247,493	-3,793 Closed	0 $0
Q1 2019 Apr 03, 2019	BUY	$56.62 - $63.97 $214,759 - $242,638	3,793 New	3,793 $243,000

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

$719 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$476 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$445 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$432 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$379 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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