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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 30.88% |
$804K - $833K
|
74.2K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 94.55% |
$688K - $713K
|
30.8K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 5.87% |
$669K - $693K
|
263K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13.6KNew |
$624K - $647K
|
13.6K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 11.69% |
$605K - $627K
|
126K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 12.21% |
$598K - $620K
|
120K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
12.9K+ 1.82% |
$591K - $612K
|
720K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 9.7% |
$587K - $608K
|
145K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.7KNew |
$584K - $605K
|
12.7K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 39.43% |
$579K - $600K
|
44.6K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.6K+ 72.31% |
$577K - $598K
|
29.9K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9KNew |
$547K - $567K
|
11.9K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 112.65% |
$535K - $554K
|
22K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 44.36% |
$515K - $534K
|
36.5K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.3K+ 735.5% |
$473K - $490K
|
11.7K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.97K+ 1.64% |
$458K - $474K
|
618K
$29M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.67K+ 4.8% |
$444K - $460K
|
211K
$9.93M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.47K+ 58.46% |
$435K - $450K
|
25.7K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.32KNew |
$428K - $443K
|
9.32K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.2K+ 30.97% |
$422K - $438K
|
38.9K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
8.87K+ 25.79% |
$407K - $422K
|
43.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.84K+ 113.07% |
$406K - $421K
|
16.7K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.79K+ 151.64% |
$403K - $418K
|
14.6K
$685K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8.31K+ 5.19% |
$382K - $395K
|
168K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.68K+ 7.53% |
$353K - $366K
|
110K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.44K+ 30.19% |
$342K - $354K
|
32.1K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.43KNew |
$341K - $354K
|
7.43K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42K+ 2.01% |
$341K - $353K
|
377K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7.16K+ 61.14% |
$329K - $341K
|
18.9K
$887K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.03KNew |
$323K - $334K
|
7.03K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88K+ 62.72% |
$316K - $328K
|
17.9K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.77K+ 49.1% |
$311K - $322K
|
20.6K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.64KNew |
$305K - $316K
|
6.64K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6.63K+ 11.38% |
$304K - $315K
|
64.9K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
6.33KNew |
$291K - $301K
|
6.33K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 27.71% |
$279K - $290K
|
28K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.03K+ 111.64% |
$277K - $287K
|
11.4K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.01K+ 47.31% |
$276K - $286K
|
18.7K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.99KNew |
$275K - $285K
|
5.99K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.84K+ 58.09% |
$268K - $278K
|
15.9K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.84K+ 26.14% |
$268K - $278K
|
28.2K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.74KNew |
$264K - $273K
|
5.74K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.72K+ 36.87% |
$263K - $272K
|
21.2K
$998K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.69KNew |
$261K - $270K
|
5.69K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.45KNew |
$250K - $259K
|
5.45K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.36K+ 21.14% |
$246K - $255K
|
30.7K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.35KNew |
$246K - $255K
|
5.35K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.3KNew |
$243K - $252K
|
5.3K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$237K - $245K
|
5.15K
$242K
|