Balanced Rock Investment Advisor Ishares Esg Aware U.S. Aggrega Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
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
Others Institutions Holding EAGG
# of Institutions
387Shares Held
59.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.9MShares$812 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY6.67MShares$320 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$188 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.28MShares$109 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.62MShares$77.7 Million0.07% of portfolio