United Capital Financial Advisers, LLC Ishares Esg Aware U.S. Aggrega Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 44,730 shares of EAGG stock, worth $2.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

44,730

Previous 45,827 2.39%

Holding current value

$2.09 Million

Previous $2.14 Million 1.78%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$46.18 - $48.92 $50,659 - $53,665	-1,097 Reduced 2.39%	44,730 $2.17 Million
Q2 2024 Aug 14, 2024	BUY	$45.65 - $47.02 $271,754 - $279,910	5,953 Added 14.93%	45,827 $2.14 Million
Q1 2024 May 15, 2024	SELL	$46.54 - $47.74 $268,954 - $275,889	-5,779 Reduced 12.66%	39,874 $1.88 Million
Q4 2023 Feb 14, 2024	BUY	$44.12 - $47.93 $2.01 Million - $2.19 Million	45,653 New	45,653 $2.18 Million
Q2 2022 Aug 11, 2022	BUY	$47.71 - $51.47 $208,444 - $224,872	4,369 New	4,369 $214,000
Q3 2019 Nov 14, 2019	SELL	$53.0 - $54.65 $554,221 - $571,475	-10,457 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$51.73 - $53.39 $540,940 - $558,299	10,457 New	10,457 $558,000

Others Institutions Holding EAGG

# of Institutions

403

Shares Held

62.5M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

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United Capital Financial Advisers, LLC Ishares Esg Aware U.S. Aggrega Transaction History