Howe & Rusling Inc Ishares Trust Ishares Esg Awar Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $688 - $748	10 Added 5.75%	184 $12,000
Q2 2023 Aug 14, 2023	BUY	$70.97 - $74.19 $780 - $816	11 Added 6.75%	174 $12,000
Q1 2023 May 15, 2023	BUY	$66.27 - $72.39 $265 - $289	4 Added 2.52%	163 $11,000
Q4 2022 Feb 14, 2023	BUY	$55.83 - $67.96 $55 - $67	1 Added 0.63%	159 $10,000
Q3 2022 Nov 14, 2022	BUY	$55.75 - $67.2 $278 - $336	5 Added 3.27%	158 $9,000
Q2 2022 Aug 15, 2022	BUY	$61.64 - $74.67 $862 - $1,045	14 Added 10.07%	153 $10,000
Q1 2022 May 10, 2022	BUY	$67.21 - $80.45 $604 - $724	9 Added 6.92%	139 $10,000
Q4 2021 Feb 14, 2022	BUY	$76.64 - $82.32 $9,963 - $10,701	130 New	130 $10,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$724 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$479 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$448 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$434 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$381 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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