Center For Financial Planning, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 42,538 shares of EAGG stock, worth $1.97 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

42,538

Previous 42,130 0.97%

Holding current value

$1.97 Million

Previous $1.96 Million 5.25%

% of portfolio

0.28%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$46.18 - $48.92 $18,841 - $19,959	408 Added 0.97%	42,538 $2.07 Million
Q2 2024 Jul 18, 2024	BUY	$45.65 - $47.02 $88,469 - $91,124	1,938 Added 4.82%	42,130 $1.96 Million
Q1 2024 Apr 25, 2024	BUY	$46.54 - $47.74 $660,449 - $677,478	14,191 Added 54.58%	40,192 $1.89 Million
Q4 2023 Jan 29, 2024	BUY	$44.12 - $47.93 $77,562 - $84,260	1,758 Added 7.25%	26,001 $1.24 Million
Q3 2023 Oct 24, 2023	BUY	$45.2 - $47.43 $398,121 - $417,763	8,808 Added 57.07%	24,243 $1.1 Million
Q2 2023 Aug 09, 2023	BUY	$46.98 - $48.45 $369,920 - $381,495	7,874 Added 104.14%	15,435 $728,000
Q1 2023 May 02, 2023	BUY	$46.38 - $48.56 $120,773 - $126,450	2,604 Added 52.53%	7,561 $363,000
Q4 2022 Jan 27, 2023	BUY	$45.12 - $48.04 $223,659 - $238,134	4,957 New	4,957 $0

Others Institutions Holding EAGG

# of Institutions

400

Shares Held

62.3M

Call Options Held

Put Options Held

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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Ishares Esg Aware U.S. Aggrega Transaction History