Institute For Wealth Management, Llc. Ishares Esg Aware U.S. Aggrega Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,320 shares of EAGG stock, worth $389,875. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,320
Previous 8,213 1.3%
Holding current value
$389,875
Previous $399,000 3.26%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$46.33 - $48.6 $4,957 - $5,200
107 Added 1.3%
8,320 $386,000
Q3 2024

Nov 12, 2024
BUY
$46.18 - $48.92 $3,694 - $3,913
80 Added 0.98%
8,213 $399,000
Q2 2024

Jul 25, 2024
SELL
$45.65 - $47.02 $246,418 - $253,813
-5,398 Reduced 39.89%
8,133 $379,000
Q1 2024

Apr 30, 2024
BUY
$46.54 - $47.74 $35,742 - $36,664
768 Added 6.02%
13,531 $636,000
Q4 2023

Jan 31, 2024
SELL
$44.12 - $47.93 $74,562 - $81,001
-1,690 Reduced 11.69%
12,763 $609,000
Q3 2023

Oct 13, 2023
SELL
$45.2 - $47.43 $29,741 - $31,208
-658 Reduced 4.35%
14,453 $654,000
Q2 2023

Jul 25, 2023
BUY
$46.98 - $48.45 $68,027 - $70,155
1,448 Added 10.6%
15,111 $712,000
Q1 2023

Apr 20, 2023
BUY
$46.38 - $48.56 $69,848 - $73,131
1,506 Added 12.39%
13,663 $656,000
Q4 2022

Feb 02, 2023
BUY
$45.12 - $48.04 $3,654 - $3,891
81 Added 0.67%
12,157 $568,000
Q3 2022

Oct 18, 2022
SELL
$46.02 - $50.19 $71,331 - $77,794
-1,550 Reduced 11.38%
12,076 $561,000
Q2 2022

Jul 25, 2022
BUY
$47.71 - $51.47 $68,559 - $73,962
1,437 Added 11.79%
13,626 $667,000
Q1 2022

Apr 29, 2022
BUY
$51.09 - $54.52 $86,546 - $92,356
1,694 Added 16.14%
12,189 $629,000
Q4 2021

Jan 21, 2022
BUY
$54.56 - $55.46 $572,607 - $582,052
10,495 New
10,495 $579,000

Others Institutions Holding EAGG

# of Institutions
430
Shares Held
66.7M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email