True Link Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$30.17 - $33.62 $51,982 - $57,927	1,723 Added 7.69%	24,135 $730,000
Q4 2022 Feb 09, 2023	SELL	$26.89 - $31.56 $480,255 - $563,661	-17,860 Reduced 44.35%	22,412 $673,000
Q3 2022 Nov 09, 2022	SELL	$27.67 - $32.89 $6.22 Million - $7.4 Million	-224,846 Reduced 84.81%	40,272 $1.11 Million
Q2 2022 Aug 04, 2022	SELL	$31.92 - $38.05 $1.87 Million - $2.23 Million	-58,663 Reduced 18.12%	265,118 $8.57 Million
Q1 2022 May 16, 2022	SELL	$33.66 - $41.37 $1.45 Million - $1.78 Million	-42,988 Reduced 11.72%	323,781 $11.9 Million
Q4 2021 Feb 01, 2022	BUY	$38.5 - $43.37 $1.26 Million - $1.42 Million	32,678 Added 9.78%	366,769 $14.6 Million
Q3 2021 Oct 29, 2021	BUY	$40.74 - $44.79 $481,017 - $528,835	11,807 Added 3.66%	334,091 $13.8 Million
Q2 2021 Aug 19, 2021	SELL	$42.32 - $45.78 $1.1 Million - $1.19 Million	-25,928 Reduced 7.45%	322,284 $14.6 Million
Q1 2021 May 17, 2021	BUY	$41.83 - $47.19 $584,406 - $659,291	13,971 Added 4.18%	348,212 $15.1 Million
Q4 2020 Feb 16, 2021	BUY	$35.59 - $41.99 $11.9 Million - $14 Million	334,241 New	334,241 $14 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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