True Private Wealth Advisors Ishares, Inc. Ishares Esg Awar Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$31.92 - $38.05 $378,443 - $451,120	-11,856 Reduced 17.03%	57,752 $1.87 Million
Q1 2022 May 09, 2022	SELL	$33.66 - $41.37 $27,836 - $34,212	-827 Reduced 1.17%	69,608 $2.42 Million
Q4 2021 Feb 11, 2022	BUY	$38.5 - $43.37 $19,481 - $21,945	506 Added 0.72%	70,435 $2.8 Million
Q3 2021 Nov 05, 2021	SELL	$40.74 - $44.79 $353,541 - $388,687	-8,678 Reduced 11.04%	69,929 $2.9 Million
Q2 2021 Aug 10, 2021	BUY	$42.32 - $45.78 $532,300 - $575,820	12,578 Added 19.05%	78,607 $3.55 Million
Q1 2021 May 12, 2021	SELL	$41.83 - $47.19 $93,113 - $105,044	-2,226 Reduced 3.26%	66,029 $2.86 Million
Q4 2020 Jan 11, 2021	SELL	$35.59 - $41.99 $217,419 - $256,516	-6,109 Reduced 8.21%	68,255 $2.87 Million
Q3 2020 Oct 09, 2020	SELL	$32.5 - $36.82 $121,582 - $137,743	-3,741 Reduced 4.79%	74,364 $2.65 Million
Q2 2020 Jul 07, 2020	BUY	$26.29 - $32.85 $1.09 Million - $1.36 Million	41,505 Added 113.4%	78,105 $2.51 Million
Q1 2020 Apr 20, 2020	BUY	$24.66 - $37.05 $888,968 - $1.34 Million	36,049 Added 6542.47%	36,600 $1 Million
Q4 2019 Jan 27, 2020	BUY	$32.11 - $35.96 $17,692 - $19,813	551 New	551 $19,000

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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