A detailed history of Ae Wealth Management LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,889 shares of EAGG stock, worth $319,787. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,889
Previous 6,829 0.88%
Holding current value
$319,787
Previous $318,000 5.03%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$46.18 - $48.92 $2,770 - $2,935
60 Added 0.88%
6,889 $334,000
Q2 2024

Aug 12, 2024

SELL
$45.65 - $47.02 $6,527 - $6,723
-143 Reduced 2.05%
6,829 $318,000
Q1 2024

May 15, 2024

SELL
$46.54 - $47.74 $590,825 - $606,059
-12,695 Reduced 64.55%
6,972 $328,000
Q4 2023

Feb 14, 2024

SELL
$44.12 - $47.93 $50,517 - $54,879
-1,145 Reduced 5.5%
19,667 $938,000
Q3 2023

Oct 11, 2023

BUY
$45.2 - $47.43 $76,207 - $79,966
1,686 Added 8.82%
20,812 $942,000
Q2 2023

Jul 10, 2023

BUY
$46.98 - $48.45 $51,912 - $53,537
1,105 Added 6.13%
19,126 $902,000
Q1 2023

Apr 14, 2023

BUY
$46.38 - $48.56 $835,813 - $875,099
18,021 New
18,021 $866,000

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


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

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.