Sound View Wealth Advisors Group, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 10,216 shares of EAGG stock, worth $476,372. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,216

Previous 10,260 0.43%

Holding current value

$476,372

Previous $489,000 1.84%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$46.54 - $47.74 $2,047 - $2,100	-44 Reduced 0.43%	10,216 $480,000
Q4 2023 Feb 08, 2024	BUY	$44.12 - $47.93 $3,706 - $4,026	84 Added 0.83%	10,260 $489,000
Q1 2023 May 12, 2023	BUY	$46.38 - $48.56 $11,409 - $11,945	246 Added 2.48%	10,176 $489,000
Q4 2022 Feb 08, 2023	SELL	$45.49 - $48.04 $46,263 - $48,856	-1,017 Reduced 9.29%	9,930 $464,000
Q1 2022 May 11, 2022	SELL	$51.09 - $54.52 $2,809 - $2,998	-55 Reduced 0.5%	10,947 $565,000

Q4 2021 Jan 20, 2022	BUY	$54.56 - $55.46 $87,841 - $89,290	1,610 Added 17.14%	11,002 $607,000
Q3 2021 Oct 21, 2021	BUY	$55.13 - $55.99 $14,940 - $15,173	271 Added 2.97%	9,392 $518,000
Q2 2021 Jul 21, 2021	BUY	$54.55 - $55.32 $497,550 - $504,573	9,121 New	9,121 $505,000

Others Institutions Holding EAGG

# of Institutions

378

Shares Held

65.4M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Sound View Wealth Advisors Group, LLC Ishares Esg Aware U.S. Aggrega Transaction History