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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
56+ 1.27% |
$2.86K - $3.05K
|
4.46K
$209K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
54+ 0.47% |
$2.76K - $2.94K
|
11.7K
$548K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
53+ 0.83% |
$2.71K - $2.89K
|
6.44K
$303K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
38+ 64.41% |
$1.94K - $2.07K
|
97
$4.56K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
28+ 0.2% |
$1.43K - $1.53K
|
13.9K
$655K
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
21New |
$1.07K - $1.14K
|
21
$987
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4+ 0.04% |
$204 - $218
|
9.11K
$428K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
4+ 0.08% |
$204 - $218
|
5.1K
$240K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.12% |
$102 - $109
|
1.73K
$81.1K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$51.1 - $54.5
|
4.93K
$232K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$51.1 - $54.5
|
445
$20.9K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-23Closed |
$1.18K - $1.25K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-23- 0.42% |
$1.18K - $1.25K
|
5.43K
$255K
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-30- 2.36% |
$1.53K - $1.64K
|
1.24K
$58.4K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-55- 0.5% |
$2.81K - $3K
|
10.9K
$514K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-122- 4.65% |
$6.23K - $6.65K
|
2.5K
$117K
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-187- 0.49% |
$9.55K - $10.2K
|
37.8K
$1.77M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-224- 1.97% |
$11.4K - $12.2K
|
11.1K
$523K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-247- 16.66% |
$12.6K - $13.5K
|
1.24K
$58.1K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-274- 26.65% |
$14K - $14.9K
|
754
$35.4K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-293- 1.4% |
$15K - $16K
|
20.7K
$972K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357Closed |
$18.2K - $19.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20.5K - $21.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-554- 9.01% |
$28.3K - $30.2K
|
5.6K
$263K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-681- 22.74% |
$34.8K - $37.1K
|
2.31K
$109K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-731- 4.29% |
$37.3K - $39.9K
|
16.3K
$767K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-827- 1.69% |
$42.3K - $45.1K
|
48.2K
$2.26M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-983- 11.56% |
$50.2K - $53.6K
|
7.52K
$354K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1KClosed |
$51.1K - $54.5K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.08K- 6.59% |
$55.4K - $59.1K
|
15.4K
$722K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.18K- 32.51% |
$60.4K - $64.5K
|
2.46K
$115K
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.19K- 8.65% |
$61K - $65.1K
|
12.6K
$593K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.22K- 8.41% |
$62.2K - $66.4K
|
13.3K
$623K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.24K- 19.89% |
$63.4K - $67.7K
|
5K
$235K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.34KClosed |
$68.7K - $73.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.43K- 4.34% |
$73.2K - $78.1K
|
31.6K
$1.48M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.47KClosed |
$75.2K - $80.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 14.08% |
$76.5K - $81.6K
|
9.14K
$429K
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.52KClosed |
$77.6K - $82.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 30.17% |
$83.4K - $89K
|
3.78K
$178K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.92K- 43.86% |
$98K - $105K
|
2.46K
$115K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2K- 28.65% |
$102K - $109K
|
4.98K
$234K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.01K- 0.42% |
$102K - $109K
|
478K
$22.5M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.29K- 99.48% |
$117K - $125K
|
12
$564
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-2.47K- 4.13% |
$126K - $134K
|
57.2K
$2.69M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.48K- 25.85% |
$126K - $135K
|
7.1K
$334K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.51K- 20.18% |
$128K - $137K
|
9.92K
$466K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 6.64% |
$177K - $189K
|
48.8K
$2.29M
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.68KClosed |
$188K - $200K
|
0
$0
|