Wingate Wealth Advisors, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 37,870 shares of EAGG stock, worth $1.83 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

37,870

Previous 33,340 13.59%

Holding current value

$1.83 Million

Previous $1.58 Billion 14.76%

% of portfolio

1.26%

Previous 1.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$46.86 - $48.27 $212,275 - $218,663	4,530 Added 13.59%	37,870 $1.82 Billion
Q2 2025 Jul 29, 2025	SELL	$46.41 - $47.7 $184,943 - $190,084	-3,985 Reduced 10.68%	33,340 $1.58 Billion
Q1 2025 Apr 23, 2025	SELL	$45.92 - $47.58 $33,337 - $34,543	-726 Reduced 1.91%	37,325 $1.77 Billion
Q4 2024 Jan 28, 2025	BUY	$46.33 - $48.6 $1.76 Million - $1.85 Million	38,051 New	38,051 $1.77 Billion

Others Institutions Holding EAGG

# of Institutions

465

Shares Held

72M

Call Options Held

10.6K

Put Options Held

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Wingate Wealth Advisors, Inc. Ishares Esg Aware U.S. Aggrega Transaction History