A detailed history of Theory Financial LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Theory Financial LLC holds 19,993 shares of EAGG stock, worth $957,664. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,993
Previous 20,098 0.52%
Holding current value
$957,664
Previous $955,000 0.52%
% of portfolio
0.38%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

SELL
$46.86 - $48.27 $4,920 - $5,068
-105 Reduced 0.52%
19,993 $960,000
Q2 2025

Aug 11, 2025

BUY
$46.41 - $47.7 $165,869 - $170,479
3,574 Added 21.63%
20,098 $955,000
Q1 2025

May 02, 2025

BUY
$45.92 - $47.58 $184,690 - $191,366
4,022 Added 32.17%
16,524 $784,000
Q4 2024

Feb 03, 2025

BUY
$46.33 - $48.6 $579,217 - $607,597
12,502 New
12,502 $580,000

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
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