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

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

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 9,761 shares of EAGG stock, worth $460,621. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,761

Previous 9,375 4.12%

Holding current value

$460,621

Previous $435,000 6.44%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$45.92 - $47.58 $17,725 - $18,365	386 Added 4.12%	9,761 $463,000
Q4 2024 Feb 07, 2025	BUY	$46.33 - $48.6 $44,940 - $47,142	970 Added 11.54%	9,375 $435,000
Q3 2024 Nov 12, 2024	SELL	$46.18 - $48.92 $42,162 - $44,663	-913 Reduced 9.8%	8,405 $408,000
Q2 2024 Aug 05, 2024	SELL	$45.65 - $47.02 $40,993 - $42,223	-898 Reduced 8.79%	9,318 $434,000
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	$45.12 - $48.04 $45,887 - $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

465

Shares Held

69.5M

Call Options Held

13.1K

Put Options Held

13.2K

View Full List

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