United Capital Financial Advisers, LLC Ishares Esg Aware U.S. Aggrega Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 68,635 shares of EAGG stock, worth $3.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
68,635
Previous 66,277 3.56%
Holding current value
$3.25 Million
Previous $3.15 Million 3.69%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$46.41 - $47.7 $109,434 - $112,476
2,358 Added 3.56%
68,635 $3.26 Million
Q1 2025

May 13, 2025
BUY
$45.92 - $47.58 $816,365 - $845,877
17,778 Added 36.66%
66,277 $3.15 Million
Q4 2024

Feb 13, 2025
BUY
$46.33 - $48.6 $174,617 - $183,173
3,769 Added 8.43%
48,499 $2.25 Million
Q3 2024

Nov 12, 2024
SELL
$46.18 - $48.92 $50,659 - $53,665
-1,097 Reduced 2.39%
44,730 $2.17 Million
Q2 2024

Aug 14, 2024
BUY
$45.65 - $47.02 $271,754 - $279,910
5,953 Added 14.93%
45,827 $2.14 Million
Q1 2024

May 15, 2024
SELL
$46.54 - $47.74 $268,954 - $275,889
-5,779 Reduced 12.66%
39,874 $1.88 Million
Q4 2023

Feb 14, 2024
BUY
$44.12 - $47.93 $2.01 Million - $2.19 Million
45,653 New
45,653 $2.18 Million
Q2 2022

Aug 11, 2022
BUY
$47.71 - $51.47 $208,444 - $224,872
4,369 New
4,369 $214,000
Q3 2019

Nov 14, 2019
SELL
$53.0 - $54.65 $554,221 - $571,475
-10,457 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$51.73 - $53.39 $540,940 - $558,299
10,457 New
10,457 $558,000

Others Institutions Holding EAGG

# of Institutions
461
Shares Held
70.9M
Call Options Held
13.1K
Put Options Held
13.2K
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email