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

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Grand Wealth Management, LLC holds 21,911 shares of EAGG stock, worth $1.03 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
21,911
Previous 21,789 0.56%
Holding current value
$1.03 Million
Previous $1.02 Million 4.83%
% of portfolio
0.62%
Previous 0.62%

Shares

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

Nov 04, 2024
BUY
$46.18 - $48.92 $5,633 - $5,968
122 Added 0.56%
21,911 $1.06 Million
Q2 2024

Aug 08, 2024
SELL
$45.65 - $47.02 $2.19 Million - $2.25 Million
-47,942 Reduced 68.75%
21,789 $1.02 Million
Q1 2024

May 09, 2024
SELL
$46.54 - $47.74 $80,421 - $82,494
-1,728 Reduced 2.42%
69,731 $3.28 Million
Q4 2023

Jan 29, 2024
BUY
$44.12 - $47.93 $878,782 - $954,669
19,918 Added 38.64%
71,459 $3.41 Million
Q3 2023

Nov 09, 2023
BUY
$45.2 - $47.43 $20,746 - $21,770
459 Added 0.9%
51,541 $2.33 Million
Q2 2023

Aug 14, 2023
BUY
$46.98 - $48.45 $56,610 - $58,382
1,205 Added 2.42%
51,082 $2.41 Million
Q1 2023

May 10, 2023
SELL
$46.38 - $48.56 $37,521 - $39,285
-809 Reduced 1.6%
49,877 $2.4 Million
Q4 2022

Feb 06, 2023
BUY
$45.12 - $48.04 $236,609 - $251,921
5,244 Added 11.54%
50,686 $2.37 Million
Q3 2022

Nov 08, 2022
BUY
$46.02 - $50.19 $244,550 - $266,709
5,314 Added 13.24%
45,442 $2.11 Million
Q2 2022

Aug 25, 2022
BUY
$47.71 - $51.47 $112,595 - $121,469
2,360 Added 6.25%
40,128 $1.96 Million
Q1 2022

Aug 25, 2022
SELL
$51.09 - $54.52 $9,553 - $10,195
-187 Reduced 0.49%
37,768 $1.95 Million
Q4 2021

Aug 25, 2022
BUY
$54.56 - $55.46 $2.07 Million - $2.1 Million
37,955 New
37,955 $2.1 Million

Others Institutions Holding EAGG

# of Institutions
400
Shares Held
62.3M
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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