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

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,972 shares of EAGG stock, worth $238,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,972

Previous 5,316 6.47%

Holding current value

$238,158

Previous $252,000 5.56%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$46.86 - $48.27 $16,119 - $16,604	-344 Reduced 6.47%	4,972 $238,000
Q2 2025 Jul 24, 2025	BUY	$46.41 - $47.7 $2,274 - $2,337	49 Added 0.93%	5,316 $252,000
Q1 2025 Apr 22, 2025	BUY	$45.92 - $47.58 $54,047 - $56,001	1,177 Added 28.78%	5,267 $250,000
Q4 2024 Jan 30, 2025	BUY	$46.33 - $48.6 $20,014 - $20,995	432 Added 11.81%	4,090 $189,000
Q3 2024 Oct 25, 2024	SELL	$46.18 - $48.92 $5,772 - $6,115	-125 Reduced 3.3%	3,658 $177,000

Q2 2024 Jul 15, 2024	SELL	$45.65 - $47.02 $3,378 - $3,479	-74 Reduced 1.92%	3,783 $176,000
Q1 2024 Apr 30, 2024	SELL	$46.54 - $47.74 $5,445 - $5,585	-117 Reduced 2.94%	3,857 $181,000
Q4 2023 Feb 07, 2024	BUY	$44.12 - $47.93 $175,332 - $190,473	3,974 New	3,974 $189,000

Others Institutions Holding EAGG

# of Institutions

480

Shares Held

74.7M

Call Options Held

Put Options Held

4.9K

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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