Wcg Wealth Advisors LLC Ishares Esg Aware U.S. Aggrega Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

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 16,341 shares of EAGG stock, worth $768,027. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,341

Previous 16,341 -0.0%

Holding current value

$768,027

Previous $776,000 0.13%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$45.92 - $47.58 $32,511 - $33,686	-708 Reduced 4.15%	16,341 $776,000
Q4 2024 Feb 18, 2025	BUY	$46.33 - $48.6 $4,077 - $4,276	88 Added 0.52%	17,049 $791,000
Q3 2024 Nov 13, 2024	SELL	$46.18 - $48.92 $46,734 - $49,507	-1,012 Reduced 5.63%	16,961 $824,000
Q2 2024 Aug 12, 2024	SELL	$45.65 - $47.02 $191,547 - $197,295	-4,196 Reduced 18.93%	17,973 $838,000
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	$45.12 - $48.04 $489,371 - $521,041	10,846 New	10,846 $506,000

Others Institutions Holding EAGG

# of Institutions

455

Shares Held

68.9M

Call Options Held

13.1K

Put Options Held

13.2K

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

More about EAGG

Track This Portfolio

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.

Account

Wcg Wealth Advisors LLC Ishares Esg Aware U.S. Aggrega Transaction History