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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 32,864 shares of EAGG stock, worth $1.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

32,864

Holding current value

$1.57 Million

% of portfolio

0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$46.86 - $48.27 $1.54 Million - $1.59 Million	32,864 New	32,864 $1.58 Million
Q2 2025 Jul 25, 2025	SELL	$46.41 - $47.7 $24,690 - $25,376	-532 Reduced 4.96%	10,202 $485,000
Q1 2025 Apr 23, 2025	BUY	$45.92 - $47.58 $94,503 - $97,919	2,058 Added 23.72%	10,734 $509,000
Q4 2024 Aug 08, 2025	SELL	$46.33 - $48.6 $70,699 - $74,163	-1,526 Reduced 14.96%	8,676 $402,000
Q4 2024 Feb 07, 2025	SELL	$46.33 - $48.6 $44,245 - $46,413	-955 Reduced 9.92%	8,676 $402,000

Q3 2024 Oct 21, 2024	SELL	$46.18 - $48.92 $40,407 - $42,805	-875 Reduced 8.33%	9,631 $467,000
Q2 2024 Jul 15, 2024	SELL	$45.65 - $47.02 $337,307 - $347,430	-7,389 Reduced 41.29%	10,506 $489,000
Q1 2024 Apr 30, 2024	BUY	$46.54 - $47.74 $1,163 - $1,193	25 Added 0.14%	17,895 $842,000
Q4 2023 Jan 25, 2024	SELL	$44.12 - $47.93 $110,388 - $119,920	-2,502 Reduced 12.28%	17,870 $853,000
Q3 2023 Nov 08, 2023	BUY	$45.2 - $47.43 $16,678 - $17,501	369 Added 1.84%	20,372 $922,000
Q2 2023 Aug 08, 2023	BUY	$46.98 - $48.45 $6,342 - $6,540	135 Added 0.68%	20,003 $943,000
Q1 2023 Apr 24, 2023	BUY	$46.38 - $48.56 $103,612 - $108,483	2,234 Added 12.67%	19,868 $954,000
Q4 2022 Jan 17, 2023	SELL	$45.12 - $48.04 $120,966 - $128,795	-2,681 Reduced 13.2%	17,634 $0
Q3 2022 Oct 26, 2022	BUY	$46.02 - $50.19 $47,814 - $52,147	1,039 Added 5.39%	20,315 $943,000
Q2 2022 Jul 22, 2022	BUY	$47.71 - $51.47 $101,765 - $109,785	2,133 Added 12.44%	19,276 $943,000
Q1 2022 May 13, 2022	BUY	$51.09 - $54.52 $215,855 - $230,347	4,225 Added 32.71%	17,143 $885,000
Q4 2021 Feb 11, 2022	BUY	$54.56 - $55.46 $704,806 - $716,432	12,918 New	12,918 $713,000
Q3 2021 Oct 26, 2021	SELL	$55.13 - $55.99 $423,453 - $430,059	-7,681 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$54.55 - $55.32 $27,275 - $27,660	500 Added 6.96%	7,681 $425,000
Q4 2020 Feb 12, 2021	BUY	$56.07 - $56.69 $49,453 - $50,000	882 Added 14.0%	7,181 $406,000
Q2 2020 Aug 25, 2020	BUY	$55.16 - $56.55 $347,452 - $356,208	6,299 New	6,299 $356,000
Q2 2020 Aug 11, 2020	BUY	$55.16 - $56.55 $0 - $0	0 New	0 $356,000

Others Institutions Holding EAGG

# of Institutions

480

Shares Held

74.7M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES ESG AWARE U.S. AGGREGA

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