Jfs Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,267 shares of EAGG stock, worth $246,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,267

Previous 4,090 28.78%

Holding current value

$246,179

Previous $189,000 32.28%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$45.92 - $47.58 $54,047 - $56,001	1,177 Added 28.78%	5,267 $250,000
Q4 2024 Jan 30, 2025	BUY	$46.33 - $48.6 $20,014 - $20,995	432 Added 11.81%	4,090 $189,000
Q3 2024 Oct 25, 2024	SELL	$46.18 - $48.92 $5,772 - $6,115	-125 Reduced 3.3%	3,658 $177,000
Q2 2024 Jul 15, 2024	SELL	$45.65 - $47.02 $3,378 - $3,479	-74 Reduced 1.92%	3,783 $176,000
Q1 2024 Apr 30, 2024	SELL	$46.54 - $47.74 $5,445 - $5,585	-117 Reduced 2.94%	3,857 $181,000
Q4 2023 Feb 07, 2024	BUY	$44.12 - $47.93 $175,332 - $190,473	3,974 New	3,974 $189,000

Others Institutions Holding EAGG

# of Institutions

455

Shares Held

68.9M

Call Options Held

13.1K

Put Options Held

13.2K

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History