Purchases and Sales Made in Q1 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q1 2023. 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 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
5.09K
New
$236K - $247K
5.09K $238K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
5.04K
+ 13.45%
$234K - $245K
42.5K $1.99M
Apr 28, 2023 Q1 2023
Keystone Financial Services

BUY
 -
4.89K
New
$227K - $237K
4.89K $229K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
4.87K
+ 87.46%
$226K - $237K
10.4K $488K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
4.84K
+ 599.01%
$224K - $235K
5.65K $264K
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
4.81K
New
$223K - $234K
4.81K $225K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.79K
New
$222K - $232K
4.79K $224K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
4.78K
+ 29.81%
$222K - $232K
20.8K $974K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
4.75K
+ 24.08%
$220K - $230K
24.4K $1.14M
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
4.66K
New
$216K - $226K
4.66K $218K
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
4.54K
+ 2.34%
$211K - $221K
199K $9.28M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
4.46K
New
$207K - $216K
4.46K $208K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.21K
New
$195K - $205K
4.21K $197K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
4.04K
New
$188K - $196K
4.04K $189K
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
3.99K
New
$185K - $194K
3.99K $187K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
3.97K
+ 74.56%
$184K - $193K
9.3K $435K
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
3.77K
+ 39.03%
$175K - $183K
13.4K $628K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
3.74K
+ 5.04%
$174K - $182K
78K $3.65M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
3.58K
+ 12.76%
$166K - $174K
31.6K $1.48M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
3.5K
+ 10.06%
$162K - $170K
38.3K $1.79M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
3.12K
+ 4.41%
$145K - $152K
73.9K $3.46M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
3.04K
New
$141K - $148K
3.04K $142K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
2.88K
+ 4.18%
$133K - $140K
71.8K $3.35M
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
2.87K
+ 5.86%
$133K - $139K
51.8K $2.42M
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.77K
+ 5.16%
$128K - $134K
56.4K $2.64M
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
2.66K
+ 42.02%
$123K - $129K
8.99K $420K
May 02, 2023 Q1 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
2.6K
+ 52.53%
$121K - $126K
7.56K $353K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.59K
New
$120K - $126K
2.59K $121K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
2.58K
+ 1.81%
$120K - $125K
145K $6.77M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
2.49K
+ 41.86%
$115K - $121K
8.43K $394K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.48K
+ 52.77%
$115K - $121K
7.19K $336K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
2.31K
+ 23.19%
$107K - $112K
12.3K $573K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.23K
+ 12.67%
$104K - $108K
19.9K $929K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
2.21K
+ 89.09%
$102K - $107K
4.68K $219K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.13K
+ 3.18%
$98.7K - $103K
69.1K $3.23M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.05K
+ 1445.77%
$95.2K - $99.7K
2.2K $103K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
2K
+ 18.64%
$92.9K - $97.2K
12.7K $595K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.99K
+ 384.01%
$92.4K - $96.8K
2.51K $117K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.95K
+ 14.46%
$90.5K - $94.8K
15.5K $722K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.88K
+ 36.83%
$87.2K - $91.3K
6.99K $326K
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.68K
+ 28.37%
$77.8K - $81.5K
7.59K $355K
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
1.65K
+ 3.05%
$76.5K - $80.1K
55.7K $2.6M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.64K
+ 31.69%
$75.9K - $79.5K
6.8K $318K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.57K
+ 7.26%
$72.6K - $76K
23.1K $1.08M
May 03, 2023 Q1 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
1.51K
+ 10.51%
$70.1K - $73.4K
15.9K $743K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
1.51K
+ 12.39%
$69.8K - $73.1K
13.7K $639K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
1.5K
+ 24.68%
$69.4K - $72.6K
7.56K $353K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
1.42K
+ 18.2%
$65.9K - $69K
9.23K $431K
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
1.38K
+ 17.35%
$64.1K - $67.1K
9.35K $437K

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