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

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 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 8,443 shares of EAGG stock, worth $394,541. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,443
Previous 10,919 22.68%
Holding current value
$394,541
Previous $530,000 26.04%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 23, 2025
SELL
$46.33 - $48.6 $114,713 - $120,333
-2,476 Reduced 22.68%
8,443 $392,000
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
406
Shares Held
62.8M
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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