Benchmark Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Benchmark Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 11,627 shares of EAGG stock, worth $553,212. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,627

Previous 11,179 4.01%

Holding current value

$553,212

Previous $543,000 0.74%

% of portfolio

0.27%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$46.33 - $48.6 $20,755 - $21,772	448 Added 4.01%	11,627 $539,000
Q3 2024 Oct 18, 2024	BUY	$46.18 - $48.92 $4,664 - $4,940	101 Added 0.91%	11,179 $543,000
Q2 2024 Jul 08, 2024	BUY	$45.65 - $47.02 $43,960 - $45,280	963 Added 9.52%	11,078 $516,000
Q4 2023 Jan 19, 2024	BUY	$44.12 - $47.93 $20,559 - $22,335	466 Added 4.83%	10,115 $482,000
Q3 2023 Oct 16, 2023	BUY	$45.2 - $47.43 $20,701 - $21,722	458 Added 4.98%	9,649 $437,000
Q2 2023 Jul 19, 2023	SELL	$46.98 - $48.45 $242,510 - $250,098	-5,162 Reduced 35.96%	9,191 $433,000
Q1 2023 Apr 17, 2023	BUY	$46.38 - $48.56 $262,232 - $274,558	5,654 Added 65.0%	14,353 $689,000
Q4 2022 Feb 07, 2023	BUY	$45.12 - $48.04 $392,498 - $417,899	8,699 New	8,699 $406,000

Others Institutions Holding EAGG

# of Institutions

430

Shares Held

66.9M

Call Options Held

Put Options Held

1.2K

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Benchmark Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History