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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 54,923 shares of EAGG stock, worth $2.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,923
Previous 53,350 2.95%
Holding current value
$2.63 Million
Previous $2.53 Million 3.08%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$46.41 - $47.7 $73,002 - $75,032
1,573 Added 2.95%
54,923 $2.61 Million
Q1 2025

May 15, 2025
SELL
$45.92 - $47.58 $145,796 - $151,066
-3,175 Reduced 5.62%
53,350 $2.53 Million
Q4 2024

Feb 13, 2025
SELL
$46.33 - $48.6 $66,668 - $69,935
-1,439 Reduced 2.48%
56,525 $2.63 Million
Q3 2024

Nov 14, 2024
BUY
$46.18 - $48.92 $53,291 - $56,453
1,154 Added 2.03%
57,964 $2.82 Million
Q2 2024

Aug 19, 2024
SELL
$45.65 - $47.02 $1.5 Million - $1.54 Million
-32,845 Reduced 36.63%
56,810 $2.65 Million
Q1 2024

May 14, 2024
SELL
$46.54 - $47.74 $168,800 - $173,152
-3,627 Reduced 3.89%
89,655 $4.22 Million
Q4 2023

Feb 28, 2024
BUY
$44.12 - $47.93 $3.21 Million - $3.49 Million
72,780 Added 354.99%
93,282 $4.45 Million
Q3 2023

Nov 22, 2023
BUY
$45.2 - $47.43 $156,256 - $163,965
3,457 Added 20.28%
20,502 $928,000
Q2 2023

Aug 14, 2023
BUY
$46.98 - $48.45 $706,344 - $728,445
15,035 Added 748.01%
17,045 $804,000
Q1 2023

Jun 05, 2023
SELL
$46.38 - $48.56 $496,729 - $520,077
-10,710 Reduced 84.2%
2,010 $96,000
Q4 2022

Jun 12, 2023
BUY
$45.12 - $48.04 $756,436 - $805,390
16,765 Added 834.08%
18,775 $877,000
Q3 2022

Dec 02, 2022
SELL
$46.02 - $50.19 $2.69 Million - $2.93 Million
-58,475 Reduced 82.13%
12,720 $591,000
Q2 2022

Aug 11, 2022
SELL
$47.71 - $51.47 $716,842 - $773,336
-15,025 Reduced 17.43%
71,195 $3.48 Million
Q1 2022

May 20, 2022
BUY
$51.09 - $54.52 $4.21 Million - $4.5 Million
82,460 Added 2193.09%
86,220 $4.45 Million
Q4 2021

Feb 17, 2022
BUY
$54.56 - $55.46 $205,145 - $208,529
3,760 New
3,760 $208,000

Others Institutions Holding EAGG

# of Institutions
480
Shares Held
74.9M
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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