Beta Wealth Group, Inc. Ishares Esg Aware U.S. Aggrega Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 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 44,721 shares of EAGG stock, worth $2.14 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
44,721Holding current value
$2.14 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding EAGG
# of Institutions
473Shares Held
72.4MCall Options Held
10.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC17.4MShares$832 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY7.43MShares$356 Million0.03% of portfolio
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Envestnet Asset Management Inc3.95MShares$189 Million0.06% of portfolio
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Mercer Global Advisors Inc Denver, CO2.3MShares$110 Million0.23% of portfolio
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Black Rock Inc. New York, NY2.28MShares$109 Million0.0% of portfolio