Highland Financial Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 6,901 shares of EAGG stock, worth $327,452. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,901
Previous 6,389 8.01%
Holding current value
$327,452
Previous $297,000 9.76%
% of portfolio
0.12%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$45.92 - $47.58 $23,511 - $24,360
512 Added 8.01%
6,901 $326,000
Q4 2024

Jan 30, 2025
BUY
$46.33 - $48.6 $3,613 - $3,790
78 Added 1.24%
6,389 $297,000
Q3 2024

Oct 30, 2024
BUY
$46.18 - $48.92 $42,300 - $44,810
916 Added 16.98%
6,311 $307,000
Q2 2024

Jul 17, 2024
BUY
$45.65 - $47.02 $9,814 - $10,109
215 Added 4.15%
5,395 $251,000
Q1 2024

May 06, 2024
BUY
$46.54 - $47.74 $241,077 - $247,293
5,180 New
5,180 $244,000

Others Institutions Holding EAGG

# of Institutions
442
Shares Held
69.6M
Call Options Held
0
Put Options Held
1.2K
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Highland Financial Advisors, LLC Portfolio

Follow Highland Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email