A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 139,097 shares of EAGG stock, worth $6.67 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
139,097
Previous 125,600 10.75%
Holding current value
$6.67 Million
Previous $5.91 Billion 9.69%
% of portfolio
5.45%
Previous 5.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$45.65 - $47.02 $616,138 - $634,628
13,497 Added 10.75%
139,097 $6.48 Billion
Q1 2024

May 13, 2024

SELL
$46.54 - $47.74 $136,408 - $139,925
-2,931 Reduced 2.28%
125,600 $5.91 Billion
Q4 2023

Feb 13, 2024

BUY
$44.12 - $47.93 $5.67 Million - $6.16 Million
128,531 New
128,531 $6.14 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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