A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 202,298 shares of EAGG stock, worth $9.59 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares
202,298
Previous 202,035 0.13%
Holding current value
$9.59 Million
Previous $9.59 Billion 0.26%
% of portfolio
8.51%
Previous 8.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$46.41 - $47.7 $12,205 - $12,545
263 Added 0.13%
202,298 $9.62 Billion
Q1 2025

Apr 22, 2025

SELL
$45.92 - $47.58 $65,941 - $68,324
-1,436 Reduced 0.71%
202,035 $9.59 Billion
Q4 2024

Jan 31, 2025

BUY
$46.33 - $48.6 $9.43 Million - $9.89 Million
203,471 New
203,471 $9.45 Billion

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
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