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 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
1.77K+ 17.22% |
$90.5K - $96.6K
|
12.1K
$567K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.71K+ 57.99% |
$87.4K - $93.2K
|
4.66K
$219K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.71K+ 43.6% |
$87.2K - $93.1K
|
5.62K
$264K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.69K+ 16.14% |
$86.5K - $92.4K
|
12.2K
$573K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.61K+ 20.89% |
$82.4K - $87.9K
|
9.33K
$438K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.46K+ 38.13% |
$74.4K - $79.4K
|
5.28K
$248K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 8.64% |
$71.5K - $76.3K
|
17.6K
$827K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 23.19% |
$71.2K - $76K
|
7.41K
$348K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.39K+ 12.02% |
$71.1K - $75.9K
|
13K
$610K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.38K+ 15.92% |
$70.6K - $75.3K
|
10.1K
$473K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.36K+ 22.85% |
$69.6K - $74.3K
|
7.33K
$344K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.36K+ 17.12% |
$69.3K - $74K
|
9.28K
$436K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.27K+ 26.97% |
$64.8K - $69.2K
|
5.97K
$281K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.23K+ 8.53% |
$63K - $67.3K
|
15.7K
$738K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.2K+ 20.45% |
$61.3K - $65.4K
|
7.07K
$332K
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.11K+ 10.17% |
$56.6K - $60.4K
|
12K
$564K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$54.1K - $57.7K
|
1.06K
$49.8K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
926+ 16.93% |
$47.3K - $50.5K
|
6.4K
$301K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
909+ 18.21% |
$46.4K - $49.6K
|
5.9K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
845+ 8.57% |
$43.2K - $46.1K
|
10.7K
$503K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
825+ 0.88% |
$42.1K - $45K
|
95K
$4.46M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
800+ 13.06% |
$40.9K - $43.6K
|
6.93K
$325K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
793+ 21.44% |
$40.5K - $43.2K
|
4.49K
$211K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
780+ 9.32% |
$39.9K - $42.5K
|
9.15K
$430K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
770New |
$39.3K - $42K
|
770
$36.2K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
669+ 6.58% |
$34.2K - $36.5K
|
10.8K
$509K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
663+ 2.1% |
$33.9K - $36.1K
|
32.2K
$1.51M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
659+ 15.91% |
$33.7K - $35.9K
|
4.8K
$226K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
596+ 2.86% |
$30.4K - $32.5K
|
21.5K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
568+ 19.36% |
$29K - $31K
|
3.5K
$165K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
520+ 160.0% |
$26.6K - $28.4K
|
845
$39.7K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$26.5K - $28.3K
|
519
$24.4K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 42.5% |
$21.7K - $23.2K
|
1.43K
$67K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 42.5% |
$21.7K - $23.2K
|
1.43K
$67K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
385+ 0.24% |
$19.7K - $21K
|
161K
$7.57M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
365+ 1.95% |
$18.6K - $19.9K
|
19.1K
$897K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
365+ 3.54% |
$18.6K - $19.9K
|
10.7K
$502K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308New |
$15.7K - $16.8K
|
308
$14.5K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
277+ 2.93% |
$14.2K - $15.1K
|
9.73K
$457K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
273+ 2.42% |
$13.9K - $14.9K
|
11.5K
$543K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
230+ 3.74% |
$11.8K - $12.5K
|
6.38K
$300K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
177+ 5.12% |
$9.04K - $9.65K
|
3.63K
$171K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
162+ 2.0% |
$8.28K - $8.83K
|
8.27K
$389K
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
147+ 0.73% |
$7.51K - $8.01K
|
20.3K
$954K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
142+ 0.42% |
$7.25K - $7.74K
|
33.8K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 86.96% |
$5.11K - $5.45K
|
215
$10.1K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
82+ 10.37% |
$4.19K - $4.47K
|
873
$41K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
68+ 1.31% |
$3.47K - $3.71K
|
5.27K
$248K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
57+ 0.42% |
$2.91K - $3.11K
|
13.5K
$633K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
56+ 1.27% |
$2.86K - $3.05K
|
4.46K
$209K
|