Purchases and Sales Made in Q1 2022 in Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.22M+ 144.38% |
$164M - $175M
|
5.45M
$256M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
881K+ 10.03% |
$45M - $48M
|
9.67M
$454M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
462K+ 66.04% |
$23.6M - $25.2M
|
1.16M
$54.5M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
107KNew |
$5.46M - $5.83M
|
107K
$5.03M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.6K+ 15.12% |
$4.53M - $4.83M
|
675K
$31.7M
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
87.7K+ 109.8% |
$4.48M - $4.78M
|
168K
$7.88M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.9K+ 39.84% |
$4.44M - $4.74M
|
305K
$14.3M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82.5K+ 2193.09% |
$4.21M - $4.5M
|
86.2K
$4.05M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
75.3K+ 153.69% |
$3.85M - $4.1M
|
124K
$5.84M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
70.6K+ 4.03% |
$3.61M - $3.85M
|
1.82M
$85.6M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.4K+ 16.48% |
$3.55M - $3.78M
|
490K
$23M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.8K+ 156.44% |
$3.21M - $3.42M
|
103K
$4.84M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.3K+ 394.23% |
$2.98M - $3.18M
|
73K
$3.43M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.7K+ 22.55% |
$2.64M - $2.82M
|
281K
$13.2M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51K+ 2.25% |
$2.6M - $2.78M
|
2.32M
$109M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37K+ 9.6% |
$1.89M - $2.02M
|
422K
$19.9M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27K+ 45.33% |
$1.38M - $1.47M
|
86.5K
$4.06M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
26.8K+ 12.0% |
$1.37M - $1.46M
|
250K
$11.8M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23KNew |
$1.17M - $1.25M
|
23K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
21.3K+ 36.38% |
$1.09M - $1.16M
|
79.7K
$3.74M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$1.08M - $1.15M
|
21.1K
$992K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.3K+ 40.07% |
$1.04M - $1.11M
|
71K
$3.34M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
19.3K+ 18.93% |
$987K - $1.05M
|
121K
$5.7M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 26.54% |
$928K - $990K
|
86.6K
$4.07M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
17.9KNew |
$914K - $975K
|
17.9K
$840K
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
16.4K+ 135.54% |
$838K - $894K
|
28.5K
$1.34M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16K+ 213.81% |
$817K - $872K
|
23.5K
$1.1M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
15.8K+ 4.69% |
$806K - $860K
|
352K
$16.5M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
15.7KNew |
$802K - $856K
|
15.7K
$738K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 24.4% |
$780K - $832K
|
77.8K
$3.66M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.7KNew |
$749K - $800K
|
14.7K
$689K
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
14.2K+ 37.34% |
$727K - $776K
|
52.3K
$2.46M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
12.9K+ 8.71% |
$660K - $705K
|
161K
$7.58M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11.4K+ 31.73% |
$581K - $620K
|
47.2K
$2.22M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.2KNew |
$570K - $608K
|
11.2K
$524K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
11.1KNew |
$568K - $606K
|
11.1K
$523K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.7K+ 118.99% |
$547K - $583K
|
19.7K
$925K
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
10.5K+ 31.15% |
$538K - $574K
|
44.3K
$2.08M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.2K+ 2264.37% |
$519K - $554K
|
10.6K
$499K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.1K+ 1.3% |
$516K - $551K
|
785K
$36.9M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 23.67% |
$516K - $551K
|
52.8K
$2.48M
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9.82KNew |
$502K - $535K
|
9.82K
$461K
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
9.01K+ 126.87% |
$460K - $491K
|
16.1K
$757K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.08KNew |
$413K - $440K
|
8.08K
$379K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.02KNew |
$410K - $437K
|
8.02K
$377K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.84K+ 9.17% |
$401K - $428K
|
93.4K
$4.39M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.73K+ 7.22% |
$395K - $421K
|
115K
$5.4M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56K+ 6.88% |
$386K - $412K
|
117K
$5.52M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.41K+ 91.16% |
$378K - $404K
|
15.5K
$730K
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.21K+ 44.59% |
$368K - $393K
|
23.4K
$1.1M
|