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

Benchmark Wealth Management, LLC

  • $206 Million
  • Q1 2025

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 11,684 shares of EAGG stock, worth $554,405. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,684
Previous 11,627 0.49%
Holding current value
$554,405
Previous $539,000 2.6%
% of portfolio
0.27%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
BUY
$45.92 - $47.58 $2,617 - $2,712
57 Added 0.49%
11,684 $553,000
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
440
Shares Held
69.3M
Call Options Held
0
Put Options Held
1.2K
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
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