Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11M+ 24.09% |
$50.8M - $52.6M
|
5.7M
$266M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 5.43% |
$17.6M - $18.2M
|
7.43M
$347M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
257K+ 28.58% |
$11.8M - $12.2M
|
1.15M
$54M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
188KNew |
$8.64M - $8.96M
|
188K
$8.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177K+ 57.38% |
$8.11M - $8.4M
|
484K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169K+ 8.75% |
$7.75M - $8.03M
|
2.1M
$98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143K+ 8.03% |
$6.58M - $6.81M
|
1.93M
$90.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 329.52% |
$6.08M - $6.3M
|
173K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.47M - $5.67M
|
119K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
118K+ 2639.1% |
$5.4M - $5.6M
|
122K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
117K+ 18.04% |
$5.37M - $5.56M
|
765K
$35.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 31.04% |
$4.64M - $4.81M
|
427K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.7K+ 5.95% |
$4.3M - $4.46M
|
1.67M
$78M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.4K+ 133.28% |
$4.2M - $4.35M
|
160K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.2K+ 5.36% |
$4.01M - $4.15M
|
1.71M
$80.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80K+ 7.13% |
$3.67M - $3.81M
|
1.2M
$56.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
79.7K+ 57.78% |
$3.66M - $3.79M
|
218K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
74K+ 216.01% |
$3.4M - $3.52M
|
108K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
72.4KNew |
$3.32M - $3.44M
|
72.4K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63K+ 13.19% |
$2.89M - $3M
|
540K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
56.7K+ 16.55% |
$2.6M - $2.7M
|
399K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.52M - $2.61M
|
54.9K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.7K+ 6.2% |
$2.47M - $2.56M
|
920K
$43M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.2K+ 229.76% |
$2.4M - $2.48M
|
74.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.2K+ 470.64% |
$2.26M - $2.34M
|
59.7K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.1K+ 34.96% |
$2.26M - $2.34M
|
190K
$8.87M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.1K+ 56.69% |
$2.02M - $2.1M
|
122K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
42.4K+ 12.53% |
$1.95M - $2.02M
|
381K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.7K+ 288.6% |
$1.55M - $1.61M
|
45.4K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
33.7K+ 18.12% |
$1.55M - $1.6M
|
220K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 6.01% |
$1.42M - $1.47M
|
546K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
30KNew |
$1.38M - $1.43M
|
30K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 37.66% |
$1.31M - $1.36M
|
105K
$4.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 42.94% |
$1.23M - $1.27M
|
89.1K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24.6K+ 38.74% |
$1.13M - $1.17M
|
88.3K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.7K+ 36.93% |
$1.09M - $1.13M
|
87.7K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.6K+ 23.13% |
$1.08M - $1.12M
|
125K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 10.65% |
$1.05M - $1.09M
|
238K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 3.55% |
$1.02M - $1.06M
|
650K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.8K+ 132.66% |
$1M - $1.04M
|
38.3K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21.6K+ 5.6% |
$994K - $1.03M
|
408K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
21.6K+ 74.55% |
$994K - $1.03M
|
50.7K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
21.3K+ 117.89% |
$976K - $1.01M
|
39.3K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21KNew |
$962K - $997K
|
21K
$980K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 30.35% |
$931K - $965K
|
87.1K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19.9KNew |
$916K - $949K
|
19.9K
$932K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19KNew |
$871K - $903K
|
19K
$887K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
18.1K+ 31.06% |
$831K - $861K
|
76.4K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 36.66% |
$816K - $846K
|
66.3K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.7K+ 36.85% |
$814K - $843K
|
65.8K
$3.08M
|