Smith & Howard Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Smith & Howard Wealth Management, LLC

$323 Million
Q2 2025

A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 8,041 shares of EAGG stock, worth $385,807. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,041

Previous 11,580 30.56%

Holding current value

$385,807

Previous $549,000 30.42%

% of portfolio

0.12%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$46.41 - $47.7 $164,244 - $168,810	-3,539 Reduced 30.56%	8,041 $382,000
Q4 2023 Feb 01, 2024	BUY	$44.12 - $47.93 $200,437 - $217,745	4,543 Added 64.56%	11,580 $552,000
Q3 2023 Oct 13, 2023	SELL	$45.2 - $47.43 $105,180 - $110,369	-2,327 Reduced 24.85%	7,037 $318,000
Q2 2023 Jul 17, 2023	BUY	$46.98 - $48.45 $8,456 - $8,721	180 Added 1.96%	9,364 $441,000
Q1 2023 Apr 13, 2023	BUY	$46.38 - $48.56 $63,030 - $65,993	1,359 Added 17.37%	9,184 $441,000
Q4 2022 Feb 06, 2023	BUY	$45.12 - $48.04 $353,064 - $375,913	7,825 New	7,825 $365,000

Others Institutions Holding EAGG

# of Institutions

464

Shares Held

71.9M

Call Options Held

10.6K

Put Options Held

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Smith & Howard Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History