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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 20,273 shares of EAGG stock, worth $981,618. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,273
Previous 19,445 4.26%
Holding current value
$981,618
Previous $923,000 4.33%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$46.41 - $47.7 $38,427 - $39,495
828 Added 4.26%
20,273 $963,000
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
72M
Call Options Held
10.6K
Put Options Held
0
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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