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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 19,445 shares of EAGG stock, worth $917,609. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,445

Previous 15,027 29.4%

Holding current value

$917,609

Previous $697,000 32.42%

% of portfolio

0.06%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$45.92 - $47.58 $202,874 - $210,208	4,418 Added 29.4%	19,445 $923,000
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

465

Shares Held

69.5M

Call Options Held

13.1K

Put Options Held

13.2K

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