Arkadios Wealth Advisors Ishares, Inc. Ishares Esg Awar Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$38.5 - $43.37 $2.78 Million - $3.13 Million	-72,228 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$40.74 - $44.79 $82,498 - $90,699	2,025 Added 2.88%	72,228 $2.99 Million
Q2 2021 Jul 28, 2021	BUY	$42.32 - $45.78 $27,042 - $29,253	639 Added 0.92%	70,203 $3.17 Million
Q1 2021 Apr 26, 2021	SELL	$41.83 - $47.19 $701,321 - $791,187	-16,766 Reduced 19.42%	69,564 $3.01 Million
Q4 2020 Feb 09, 2021	BUY	$35.59 - $41.99 $3.05 Million - $3.6 Million	85,779 Added 15567.88%	86,330 $3.62 Million
Q3 2020 Nov 10, 2020	BUY	$32.5 - $36.82 $8,157 - $9,241	251 Added 83.67%	551 $20.4 Million
Q2 2020 Aug 10, 2020	BUY	$26.29 - $32.85 $2,576 - $3,219	98 Added 48.51%	300 $10.4 Million
Q1 2020 May 14, 2020	BUY	$24.66 - $37.05 $369 - $555	15 Added 8.02%	202 $5.53 Million
Q4 2019 Feb 14, 2020	BUY	$32.11 - $35.96 $6,004 - $6,724	187 New	187 $6,000

Others Institutions Holding ESGE

# of Institutions

548

Shares Held

100M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$605 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$212 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$196 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$194 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$182 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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