Ever Source Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,027 shares of EAGG stock, worth $702,361. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,027

Previous 14,263 5.36%

Holding current value

$702,361

Previous $693,000 0.58%

% of portfolio

0.04%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$46.33 - $48.6 $35,396 - $37,130	764 Added 5.36%	15,027 $697,000
Q3 2024 Nov 08, 2024	BUY	$46.18 - $48.92 $2,031 - $2,152	44 Added 0.31%	14,263 $693,000
Q2 2024 Aug 13, 2024	BUY	$45.65 - $47.02 $629,239 - $648,123	13,784 Added 3168.74%	14,219 $662,000
Q4 2023 Feb 09, 2024	BUY	$44.12 - $47.93 $19,192 - $20,849	435 New	435 $20,000

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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Ever Source Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History