Balanced Rock Investment Advisor Ishares Esg Aware U.S. Aggrega Transaction History

Balanced Rock Investment Advisor

$127 Billion
Q2 2025

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 52,437 shares of EAGG stock, worth $2.53 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

52,437

Previous 168,426 68.87%

Holding current value

$2.53 Million

Previous $8 Billion 68.83%

% of portfolio

1.96%

Previous 6.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$46.41 - $47.7 $5.38 Million - $5.53 Million	-115,989 Reduced 68.87%	52,437 $2.49 Billion
Q1 2025 May 12, 2025	BUY	$45.92 - $47.58 $381,595 - $395,389	8,310 Added 5.19%	168,426 $8 Billion
Q4 2024 Feb 13, 2025	BUY	$46.33 - $48.6 $754,947 - $791,937	16,295 Added 11.33%	160,116 $7.44 Billion
Q3 2024 Nov 13, 2024	BUY	$46.18 - $48.92 $218,154 - $231,098	4,724 Added 3.4%	143,821 $6.99 Billion
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

# of Institutions

462

Shares Held

71.9M

Call Options Held

10.6K

Put Options Held

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Balanced Rock Investment Advisor Ishares Esg Aware U.S. Aggrega Transaction History