Highland Financial Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Highland Financial Advisors, LLC

$353 Million
Q4 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 6,672 shares of EAGG stock, worth $319,588. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,672

Previous 5,904 13.01%

Holding current value

$319,588

Previous $283,000 12.72%

% of portfolio

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$47.89 - $48.53 $36,779 - $37,271	768 Added 13.01%	6,672 $319,000
Q3 2025 Oct 22, 2025	SELL	$46.86 - $48.27 $511,336 - $526,722	-10,912 Reduced 64.89%	5,904 $283,000
Q2 2025 Jul 15, 2025	BUY	$46.41 - $47.7 $460,155 - $472,945	9,915 Added 143.67%	16,816 $799,000
Q1 2025 Apr 08, 2025	BUY	$45.92 - $47.58 $23,511 - $24,360	512 Added 8.01%	6,901 $326,000
Q4 2024 Jan 30, 2025	BUY	$46.33 - $48.6 $3,613 - $3,790	78 Added 1.24%	6,389 $297,000

Q3 2024 Oct 30, 2024	BUY	$46.18 - $48.92 $42,300 - $44,810	916 Added 16.98%	6,311 $307,000
Q2 2024 Jul 17, 2024	BUY	$45.65 - $47.02 $9,814 - $10,109	215 Added 4.15%	5,395 $251,000
Q1 2024 May 06, 2024	BUY	$46.54 - $47.74 $241,077 - $247,293	5,180 New	5,180 $244,000

Others Institutions Holding EAGG

# of Institutions

482

Shares Held

75.1M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Highland Financial Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History