A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 22,169 shares of EAGG stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,169
Previous 19,294 14.9%
Holding current value
$1.04 Million
Previous $921,000 13.25%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$46.54 - $47.74 $133,802 - $137,252
2,875 Added 14.9%
22,169 $1.04 Million
Q4 2023

Feb 08, 2024

BUY
$44.12 - $47.93 $52,591 - $57,132
1,192 Added 6.58%
19,294 $921,000
Q3 2023

Nov 09, 2023

BUY
$45.2 - $47.43 $128,187 - $134,511
2,836 Added 18.58%
18,102 $820,000
Q2 2023

Aug 14, 2023

BUY
$46.98 - $48.45 $188,530 - $194,429
4,013 Added 35.66%
15,266 $720,000
Q1 2023

May 15, 2023

BUY
$46.38 - $48.56 $18,876 - $19,763
407 Added 3.75%
11,253 $541,000
Q4 2022

Feb 14, 2023

BUY
$45.49 - $48.04 $493,384 - $521,041
10,846 New
10,846 $506,000

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


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

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.