One Wealth Management Investment & Advisory Services, LLC Ishares Esg Aware U.S. Aggrega Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$45.65 - $47.02 $39,898 - $41,095	-874 Reduced 15.21%	4,872 $227 Million
Q1 2024 May 14, 2024	SELL	$46.54 - $47.74 $92,428 - $94,811	-1,986 Reduced 25.69%	5,746 $270 Million
Q4 2023 Jan 25, 2024	BUY	$44.12 - $47.93 $341,135 - $370,594	7,732 New	7,732 $369 Million

Others Institutions Holding EAGG

# of Institutions

401

Shares Held

62.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.3M
Shares

$809 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.22M
Shares

$337 Million
0.03% of portfolio
Envestnet Asset Management Inc

4.19M
Shares

$196 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.28M
Shares

$106 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.74M
Shares

$81.1 Million
0.19% of portfolio

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

More about EAGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Account