True Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$88.97 - $97.46 $2,135 - $2,339	24 Added 0.79%	3,049 $297,000
Q1 2023 Apr 19, 2023	SELL	$84.05 - $92.64 $480,597 - $529,715	-5,718 Reduced 65.4%	3,025 $273,000
Q4 2022 Jan 23, 2023	SELL	$79.22 - $90.53 $151,547 - $173,183	-1,913 Reduced 17.95%	8,743 $0
Q3 2022 Oct 21, 2022	SELL	$79.41 - $95.97 $30,414 - $36,756	-383 Reduced 3.47%	10,656 $846,000
Q2 2022 Jul 27, 2022	SELL	$81.27 - $102.58 $158,476 - $200,031	-1,950 Reduced 15.01%	11,039 $926,000
Q1 2022 May 05, 2022	BUY	$93.13 - $108.44 $119,020 - $138,586	1,278 Added 10.91%	12,989 $1.4 Million
Q1 2022 May 04, 2022	SELL	$93.13 - $108.44 $119,020 - $138,586	-1,278 Reduced 9.84%	11,711 $1.09 Million
Q4 2021 Feb 02, 2022	BUY	$98.21 - $108.46 $77,193 - $85,249	786 Added 6.44%	12,989 $1.4 Million
Q3 2021 Oct 25, 2021	BUY	$97.63 - $104.12 $261,062 - $278,416	2,674 Added 28.06%	12,203 $1.2 Million
Q2 2021 Jul 23, 2021	BUY	$91.95 - $98.47 $124,960 - $133,820	1,359 Added 16.63%	9,529 $938,000
Q1 2021 Apr 22, 2021	BUY	$84.89 - $91.26 $693,551 - $745,594	8,170 New	8,170 $742,000

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

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