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

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 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 13,531 shares of EAGG stock, worth $627,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,531
Previous 12,763 6.02%
Holding current value
$627,026
Previous $609,000 4.43%
% of portfolio
0.08%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$45.49 - $48.04 $3,684 - $3,891
81 Added 0.67%
12,157 $568,000
Q3 2022

Oct 18, 2022
SELL
$46.82 - $50.19 $72,571 - $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
378
Shares Held
65.4M
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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