Litman Gregory Wealth Management LLC Ishares Esg Aware U.S. Aggrega Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 10,919 shares of EAGG stock, worth $505,877. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,919

Previous 9,846 10.9%

Holding current value

$505,877

Previous $458,000 15.72%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$46.18 - $48.92 $49,551 - $52,491	1,073 Added 10.9%	10,919 $530,000
Q2 2024 Jul 30, 2024	BUY	$45.65 - $47.02 $32,228 - $33,196	706 Added 7.72%	9,846 $458,000
Q1 2024 May 03, 2024	BUY	$46.54 - $47.74 $16,894 - $17,329	363 Added 4.14%	9,140 $430,000
Q4 2023 Jan 31, 2024	BUY	$44.12 - $47.93 $167,347 - $181,798	3,793 Added 76.1%	8,777 $419,000
Q3 2023 Oct 23, 2023	BUY	$45.2 - $47.43 $7,910 - $8,300	175 Added 3.64%	4,984 $225,000
Q2 2023 Aug 09, 2023	BUY	$46.98 - $48.45 $225,926 - $232,996	4,809 New	4,809 $226,000
Q3 2022 Oct 13, 2022	BUY	$46.02 - $50.19 $41,556 - $45,321	903 Added 16.03%	6,535 $303,000
Q2 2022 Jul 21, 2022	BUY	$47.71 - $51.47 $268,702 - $289,879	5,632 New	5,632 $276,000

Others Institutions Holding EAGG

# of Institutions

400

Shares Held

62.3M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Ishares Esg Aware U.S. Aggrega Transaction History