Beta Wealth Group, Inc. Ishares Esg Aware U.S. Aggrega Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 43,804 shares of EAGG stock, worth $2.1 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
43,804
Previous 44,721
2.05%
Holding current value
$2.1 Million
Previous $2.13 Million
1.08%
% of portfolio
1.12%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding EAGG
# of Institutions
479Shares Held
74.8MCall Options Held
0Put Options Held
4.9K-
Bank Of America Corp Charlotte, NC19.2MShares$918 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.03MShares$384 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.95MShares$189 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.77MShares$132 Million0.23% of portfolio
-
Black Rock Inc. New York, NY2.28MShares$109 Million0.0% of portfolio