Morris Financial Concepts, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 6,168 shares of EAGG stock, worth $291,067. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,168
Previous 5,360 15.07%
Holding current value
$291,067
Previous $248,000 17.74%
% of portfolio
0.12%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$45.92 - $47.58 $37,103 - $38,444
808 Added 15.07%
6,168 $292,000
Q4 2024

Jan 29, 2025
BUY
$46.33 - $48.6 $11,026 - $11,566
238 Added 4.65%
5,360 $248,000
Q3 2024

Oct 30, 2024
SELL
$46.18 - $48.92 $1,293 - $1,369
-28 Reduced 0.54%
5,122 $248,000
Q2 2024

Jul 29, 2024
BUY
$45.65 - $47.02 $13,192 - $13,588
289 Added 5.95%
5,150 $240,000
Q1 2024

Apr 18, 2024
BUY
$46.54 - $47.74 $22,385 - $22,962
481 Added 10.98%
4,861 $228,000
Q4 2023

Jan 29, 2024
SELL
$44.12 - $47.93 $44,605 - $48,457
-1,011 Reduced 18.75%
4,380 $209,000
Q3 2023

Oct 24, 2023
BUY
$45.2 - $47.43 $1,265 - $1,328
28 Added 0.52%
5,391 $244,000
Q2 2023

Aug 09, 2023
BUY
$46.98 - $48.45 $61,966 - $63,905
1,319 Added 32.62%
5,363 $252,000
Q1 2023

May 10, 2023
BUY
$46.38 - $48.56 $187,560 - $196,376
4,044 New
4,044 $194,000

Others Institutions Holding EAGG

# of Institutions
465
Shares Held
69.5M
Call Options Held
13.1K
Put Options Held
13.2K
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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