A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 17,623 shares of EAGG stock, worth $854,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,623
Previous 16,069 9.67%
Holding current value
$854,539
Previous $756,000 8.6%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$45.65 - $47.02 $70,940 - $73,069
1,554 Added 9.67%
17,623 $821,000
Q1 2024

Aug 13, 2024

SELL
$46.54 - $47.74 $8,097 - $8,306
-174 Reduced 1.07%
16,069 $756,000
Q4 2023

Feb 15, 2024

BUY
$44.12 - $47.93 $72,974 - $79,276
1,654 Added 11.34%
16,243 $775,000
Q3 2023

Nov 15, 2023

BUY
$45.2 - $47.43 $392,562 - $411,929
8,685 Added 147.1%
14,589 $660,000
Q2 2023

Aug 15, 2023

SELL
$46.98 - $48.45 $36,691 - $37,839
-781 Reduced 11.68%
5,904 $278,000
Q1 2023

May 15, 2023

BUY
$46.38 - $48.56 $9,693 - $10,149
209 Added 3.23%
6,685 $321,000
Q4 2022

Feb 16, 2023

BUY
$45.12 - $48.04 $220,817 - $235,107
4,894 Added 309.36%
6,476 $302,000
Q4 2022

Feb 16, 2023

SELL
$45.12 - $48.04 $307 Million - $327 Million
-6,802,119 Reduced 99.98%
1,582 $73,000
Q4 2022

Feb 15, 2023

BUY
$45.12 - $48.04 $307 Million - $327 Million
6,803,701 New
6,803,701 $318 Million

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.