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

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 113 shares of EAGG stock, worth $5,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Previous 2,771 95.92%

Holding current value

$5,249

Previous $134,000 96.27%

% of portfolio

0.0%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$46.33 - $48.6 $123,145 - $129,178	-2,658 Reduced 95.92%	113 $5,000
Q3 2024 Oct 08, 2024	SELL	$46.18 - $48.92 $11,498 - $12,181	-249 Reduced 8.25%	2,771 $134,000
Q1 2024 Apr 23, 2024	SELL	$46.54 - $47.74 $12,333 - $12,651	-265 Reduced 8.07%	3,020 $142,000
Q3 2023 Nov 13, 2023	BUY	$45.2 - $47.43 $148,482 - $155,807	3,285 New	3,285 $148,000
Q2 2021 Jul 20, 2021	SELL	$54.55 - $55.32 $23,456 - $23,787	-430 Reduced 19.76%	1,746 $97,000
Q1 2021 Apr 19, 2021	BUY	$54.15 - $56.52 $44,240 - $46,176	817 Added 60.12%	2,176 $74,000
Q4 2020 Feb 03, 2021	BUY	$56.07 - $56.69 $16,428 - $16,610	293 Added 27.49%	1,359 $77,000
Q3 2020 Nov 03, 2020	BUY	$56.45 - $57.26 $60,175 - $61,039	1,066 New	1,066 $64,000

Others Institutions Holding EAGG

# of Institutions

402

Shares Held

62.4M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Sugarloaf Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History