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 11,580 shares of EAGG stock, worth $540,670. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,580
Previous 11,580 -0.0%
Holding current value
$540,670
Previous $539,000 4.27%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG AWARE U.S. AGGREGA


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

Track Smith & Howard Wealth Management, LLC Portfolio

Follow Smith & Howard 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 Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.