Avantax Advisory Services, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 22,339 shares of EAGG stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,339

Previous 16,568 34.83%

Holding current value

$1.05 Million

Previous $805,000 28.82%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$46.33 - $48.6 $267,370 - $280,470	5,771 Added 34.83%	22,339 $1.04 Million
Q3 2024 Nov 13, 2024	BUY	$46.18 - $48.92 $37,498 - $39,723	812 Added 5.15%	16,568 $805,000
Q2 2024 Aug 09, 2024	BUY	$45.65 - $47.02 $33,233 - $34,230	728 Added 4.84%	15,756 $734,000
Q1 2024 May 08, 2024	SELL	$46.54 - $47.74 $34,905 - $35,805	-750 Reduced 4.75%	15,028 $707,000
Q4 2023 Feb 07, 2024	BUY	$44.12 - $47.93 $36,751 - $39,925	833 Added 5.57%	15,778 $753,000
Q3 2023 Nov 07, 2023	BUY	$45.2 - $47.43 $79,913 - $83,856	1,768 Added 13.42%	14,945 $677,000
Q2 2023 Aug 11, 2023	BUY	$46.98 - $48.45 $131,356 - $135,466	2,796 Added 26.93%	13,177 $621,000
Q1 2023 Apr 28, 2023	BUY	$46.38 - $48.56 $481,470 - $504,101	10,381 New	10,381 $498,000

Others Institutions Holding EAGG

# of Institutions

430

Shares Held

66.9M

Call Options Held

Put Options Held

1.2K

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Avantax Advisory Services, Inc. Ishares Esg Aware U.S. Aggrega Transaction History