Robertson Stephens Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 97,180 shares of EAGG stock, worth $4.57 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
97,180
Previous 99,944 2.77%
Holding current value
$4.57 Million
Previous $4.66 Million 1.35%
% of portfolio
0.17%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$46.18 - $48.92 $127,641 - $135,214
-2,764 Reduced 2.77%
97,180 $4.72 Million
Q2 2024

Aug 13, 2024
SELL
$45.65 - $47.02 $155,940 - $160,620
-3,416 Reduced 3.3%
99,944 $4.66 Million
Q1 2024

May 15, 2024
BUY
$46.54 - $47.74 $359,893 - $369,173
7,733 Added 8.09%
103,360 $4.86 Million
Q4 2023

Feb 06, 2024
BUY
$44.12 - $47.93 $1.59 Million - $1.73 Million
36,045 Added 60.5%
95,627 $4.57 Million
Q3 2023

Nov 13, 2023
BUY
$45.2 - $47.43 $2.24 Million - $2.35 Million
49,643 Added 499.48%
59,582 $2.7 Million
Q2 2023

Aug 11, 2023
SELL
$46.98 - $48.45 $388,148 - $400,293
-8,262 Reduced 45.39%
9,939 $468,000
Q1 2023

May 11, 2023
SELL
$46.38 - $48.56 $34,692 - $36,322
-748 Reduced 3.95%
18,201 $874,000
Q4 2022

Feb 14, 2023
BUY
$45.12 - $48.04 $854,978 - $910,309
18,949 New
18,949 $885,000

Others Institutions Holding EAGG

# of Institutions
401
Shares Held
62.4M
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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email