Balanced Rock Investment Advisor Ishares Esg Aware U.S. Aggrega Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 56,097 shares of EAGG stock, worth $2.69 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
56,097
Previous 52,437 6.98%
Holding current value
$2.69 Million
Previous $2.49 Billion 8.08%
% of portfolio
1.97%
Previous 1.96%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$46.86 - $48.27 $171,507 - $176,668
3,660 Added 6.98%
56,097 $2.69 Billion
Q2 2025

Aug 14, 2025
SELL
$46.41 - $47.7 $5.38 Million - $5.53 Million
-115,989 Reduced 68.87%
52,437 $2.49 Billion
Q1 2025

May 12, 2025
BUY
$45.92 - $47.58 $381,595 - $395,389
8,310 Added 5.19%
168,426 $8 Billion
Q4 2024

Feb 13, 2025
BUY
$46.33 - $48.6 $754,947 - $791,937
16,295 Added 11.33%
160,116 $7.44 Billion
Q3 2024

Nov 13, 2024
BUY
$46.18 - $48.92 $218,154 - $231,098
4,724 Added 3.4%
143,821 $6.99 Billion
Q2 2024

Jul 31, 2024
BUY
$45.65 - $47.02 $616,138 - $634,628
13,497 Added 10.75%
139,097 $6.48 Billion
Q1 2024

May 13, 2024
SELL
$46.54 - $47.74 $136,408 - $139,925
-2,931 Reduced 2.28%
125,600 $5.91 Billion
Q4 2023

Feb 13, 2024
BUY
$44.12 - $47.93 $5.67 Million - $6.16 Million
128,531 New
128,531 $6.14 Billion

Others Institutions Holding EAGG

# of Institutions
480
Shares Held
74.7M
Call Options Held
0
Put Options Held
4.9K
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
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