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 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.12K+ 18.35% |
$364K - $388K
|
45.9K
$2.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.96K+ 14.0% |
$355K - $379K
|
56.7K
$2.66M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.94K+ 7.62% |
$355K - $379K
|
98.1K
$4.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
6.46KNew |
$330K - $352K
|
6.46K
$303K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
6.41K+ 6.99% |
$327K - $349K
|
98.1K
$4.61M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.39K+ 36.08% |
$326K - $348K
|
24.1K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
6.3KNew |
$322K - $343K
|
6.3K
$296K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.93K+ 83.32% |
$303K - $323K
|
13.1K
$613K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.76KNew |
$294K - $314K
|
5.76K
$270K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.72K+ 81.57% |
$292K - $312K
|
12.7K
$598K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.61K+ 72.6% |
$287K - $306K
|
13.3K
$627K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.55K+ 46.15% |
$284K - $303K
|
17.6K
$826K
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.53KNew |
$282K - $301K
|
5.53K
$260K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.43KNew |
$278K - $296K
|
5.43K
$255K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
5.35K+ 2.04% |
$273K - $292K
|
268K
$12.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.29K+ 17.33% |
$270K - $289K
|
35.8K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.19K+ 27.54% |
$265K - $283K
|
24K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.98K+ 344.37% |
$255K - $272K
|
6.43K
$302K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.81K+ 5.52% |
$245K - $262K
|
91.8K
$4.32M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.51KNew |
$230K - $246K
|
4.51K
$212K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.48KNew |
$229K - $244K
|
4.48K
$210K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.47K+ 98.74% |
$228K - $244K
|
9K
$423K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.23K+ 11.1% |
$216K - $231K
|
42.3K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 32.71% |
$216K - $230K
|
17.1K
$806K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.22K+ 51.22% |
$215K - $230K
|
12.5K
$585K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.16KNew |
$212K - $227K
|
4.16K
$195K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.11KNew |
$210K - $224K
|
4.11K
$193K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.06K+ 13.82% |
$207K - $221K
|
33.5K
$1.57M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.99KNew |
$204K - $217K
|
3.99K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.71K+ 6.15% |
$189K - $202K
|
64K
$3.01M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 6.15% |
$189K - $202K
|
64K
$3.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 12.26% |
$176K - $187K
|
31.5K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 16.18% |
$174K - $186K
|
24.5K
$1.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.22K+ 23.62% |
$164K - $175K
|
16.8K
$791K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.14K+ 19.18% |
$160K - $171K
|
19.5K
$916K
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.1K+ 25.57% |
$159K - $169K
|
15.2K
$716K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.06K+ 8.28% |
$156K - $167K
|
40K
$1.88M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.94KNew |
$150K - $160K
|
2.94K
$138K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.86K+ 1.14% |
$146K - $156K
|
253K
$11.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36K+ 49.85% |
$121K - $129K
|
7.1K
$333K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.29K+ 14.07% |
$117K - $125K
|
18.6K
$872K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 18.39% |
$112K - $120K
|
14.1K
$664K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.09K+ 55.55% |
$107K - $114K
|
5.86K
$275K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
2.09K+ 16.53% |
$107K - $114K
|
14.7K
$691K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.04KNew |
$104K - $111K
|
2.04K
$95.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
2K+ 1.49% |
$102K - $109K
|
136K
$6.39M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.92K+ 48.05% |
$97.9K - $105K
|
5.91K
$278K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.86K+ 37.23% |
$95.1K - $102K
|
6.86K
$322K
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.8K+ 2.8% |
$92.1K - $98.3K
|
66.2K
$3.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$91.4K - $97.5K
|
1.79K
$84.1K
|