Geo Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,606 shares of EAGG stock, worth $355,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,606
Previous 7,572 0.45%
Holding current value
$355,428
Previous $352,000 4.83%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$46.18 - $48.92 $1,570 - $1,663
34 Added 0.45%
7,606 $369,000
Q2 2024

Aug 12, 2024
BUY
$45.65 - $47.02 $10,408 - $10,720
228 Added 3.1%
7,572 $352,000
Q1 2024

May 15, 2024
SELL
$46.54 - $47.74 $341,789 - $350,602
-7,344 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$46.54 - $47.74 $32,345 - $33,179
695 Added 10.45%
7,344 $345,000
Q4 2023

Feb 13, 2024
BUY
$44.12 - $47.93 $3,485 - $3,786
79 Added 1.2%
6,649 $317,000
Q3 2023

Nov 13, 2023
BUY
$45.2 - $47.43 $48,544 - $50,939
1,074 Added 19.54%
6,570 $297,000
Q2 2023

Aug 10, 2023
SELL
$46.98 - $48.45 $2,912 - $3,003
-62 Reduced 1.12%
5,496 $259,000
Q1 2023

May 12, 2023
BUY
$46.38 - $48.56 $43,411 - $45,452
936 Added 20.25%
5,558 $267,000
Q4 2022

Feb 13, 2023
BUY
$45.12 - $48.04 $198,979 - $211,856
4,410 Added 2080.19%
4,622 $216,000
Q3 2022

Nov 14, 2022
SELL
$46.02 - $50.19 $138 - $150
-3 Reduced 1.4%
212 $9,000
Q1 2022

May 13, 2022
BUY
$51.09 - $54.52 $5,109 - $5,452
100 Added 86.96%
215 $11,000
Q4 2021

Feb 14, 2022
SELL
$54.56 - $55.46 $3,600 - $3,660
-66 Reduced 36.46%
115 $7,000
Q3 2021

Nov 12, 2021
BUY
$55.13 - $55.99 $4,189 - $4,255
76 Added 72.38%
181 $10,000
Q2 2021

Aug 17, 2021
BUY
$54.55 - $55.32 $5,727 - $5,808
105 New
105 $6,000

Others Institutions Holding EAGG

# of Institutions
403
Shares Held
62.7M
Call Options Held
0
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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