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

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$31.92 - $38.05 $164,132 - $195,653	-5,142 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$33.66 - $41.37 $29,519 - $36,281	-877 Reduced 14.57%	5,142 $204,000
Q1 2022 May 04, 2022	BUY	$33.66 - $41.37 $29,519 - $36,281	877 Added 17.06%	6,019 $208,000
Q4 2021 Feb 02, 2022	SELL	$38.5 - $43.37 $43,890 - $49,441	-1,140 Reduced 18.15%	5,142 $204,000
Q3 2021 Oct 25, 2021	SELL	$40.74 - $44.79 $127,434 - $140,103	-3,128 Reduced 33.24%	6,282 $260,000
Q2 2021 Jul 23, 2021	BUY	$42.32 - $45.78 $79,519 - $86,020	1,879 Added 24.95%	9,410 $425,000
Q1 2021 Apr 22, 2021	BUY	$41.83 - $47.19 $315,021 - $355,387	7,531 New	7,531 $326,000

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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