Institute For Wealth Management, Llc. Ishares Esg Aware U.S. Aggrega Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,320 shares of EAGG stock, worth $390,374. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,320

Previous 8,213 1.3%

Holding current value

$390,374

Previous $399,000 3.26%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$46.33 - $48.6 $4,957 - $5,200	107 Added 1.3%	8,320 $386,000
Q3 2024 Nov 12, 2024	BUY	$46.18 - $48.92 $3,694 - $3,913	80 Added 0.98%	8,213 $399,000
Q2 2024 Jul 25, 2024	SELL	$45.65 - $47.02 $246,418 - $253,813	-5,398 Reduced 39.89%	8,133 $379,000
Q1 2024 Apr 30, 2024	BUY	$46.54 - $47.74 $35,742 - $36,664	768 Added 6.02%	13,531 $636,000
Q4 2023 Jan 31, 2024	SELL	$44.12 - $47.93 $74,562 - $81,001	-1,690 Reduced 11.69%	12,763 $609,000
Q3 2023 Oct 13, 2023	SELL	$45.2 - $47.43 $29,741 - $31,208	-658 Reduced 4.35%	14,453 $654,000
Q2 2023 Jul 25, 2023	BUY	$46.98 - $48.45 $68,027 - $70,155	1,448 Added 10.6%	15,111 $712,000
Q1 2023 Apr 20, 2023	BUY	$46.38 - $48.56 $69,848 - $73,131	1,506 Added 12.39%	13,663 $656,000
Q4 2022 Feb 02, 2023	BUY	$45.12 - $48.04 $3,654 - $3,891	81 Added 0.67%	12,157 $568,000
Q3 2022 Oct 18, 2022	SELL	$46.02 - $50.19 $71,331 - $77,794	-1,550 Reduced 11.38%	12,076 $561,000
Q2 2022 Jul 25, 2022	BUY	$47.71 - $51.47 $68,559 - $73,962	1,437 Added 11.79%	13,626 $667,000
Q1 2022 Apr 29, 2022	BUY	$51.09 - $54.52 $86,546 - $92,356	1,694 Added 16.14%	12,189 $629,000
Q4 2021 Jan 21, 2022	BUY	$54.56 - $55.46 $572,607 - $582,052	10,495 New	10,495 $579,000

Others Institutions Holding EAGG

# of Institutions

435

Shares Held

67.6M

Call Options Held

Put Options Held

1.2K

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Institute For Wealth Management, Llc. Ishares Esg Aware U.S. Aggrega Transaction History