ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 59,561 Value ($000) $2,850 Avg Close Range
Q3 2025
Shares 58,697 Value ($000) $2,819 Avg Close Range
Q2 2025
Shares 60,510 Value ($000) $2,877 Avg Close Range
Q1 2025
Shares 64,972 Value ($000) $3,085 Avg Close Range
Q4 2024
Shares 62,416 Value ($000) $2,899 Avg Close Range
Q3 2024
Shares 59,297 Value ($000) $2,881 Avg Close Range
Q2 2024
Shares 60,487 Value ($000) $2,819 Avg Close Range
Q1 2024
Shares 61,121 Value ($000) $2,876 Avg Close Range
Q4 2023
Shares 61,007 Value ($000) $2,912 Avg Close Range
Q3 2023
Shares 67,938 Value ($000) $3,078 Avg Close Range
Q2 2023
Shares 76,205 Value ($000) $3,595 Avg Close Range
Q1 2023
Shares 77,988 Value ($000) $3,748 Avg Close Range
Q4 2022
Shares 74,246 Value ($000) $3,485 Avg Close Range
Q3 2022
Shares 90,844 Value ($000) $4,219 Avg Close Range
Q2 2022
Shares 97,835 Value ($000) $4,788 Avg Close Range
Q1 2022
Shares 15,703 Value ($000) $811 Avg Close Range
Q4 2021
Shares 14,469 Value ($000) $799 Avg Close Range
Q3 2021
Shares 9,224 Value ($000) $509 Avg Close Range
Q2 2021
Shares 4,682 Value ($000) $259 Avg Close Range