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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.06K+ 2.76% |
$232K - $241K
|
189K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.06K+ 6.58% |
$232K - $241K
|
82K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.01KNew |
$230K - $238K
|
5.01K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.95KNew |
$227K - $235K
|
4.95K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.91K+ 70.22% |
$225K - $234K
|
11.9K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$223K - $231K
|
4.85K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.84K+ 88.96% |
$222K - $230K
|
10.3K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61K+ 25.41% |
$212K - $219K
|
22.7K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$211K - $219K
|
4.6K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.6K+ 19.57% |
$211K - $219K
|
28.1K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.6K+ 36.53% |
$211K - $219K
|
17.2K
$808K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.57K+ 88.28% |
$210K - $218K
|
9.75K
$458K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.48KNew |
$206K - $213K
|
4.48K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 29.4% |
$203K - $210K
|
19.4K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.41KNew |
$203K - $210K
|
4.41K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.41K+ 23.73% |
$202K - $210K
|
23K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4KNew |
$202K - $209K
|
4.4K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 5.77% |
$196K - $203K
|
78.2K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.13K+ 17.31% |
$190K - $196K
|
28K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.09K+ 64.38% |
$188K - $195K
|
10.5K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.02K+ 32.17% |
$185K - $191K
|
16.5K
$777K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4K+ 29.98% |
$184K - $191K
|
17.4K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.77K+ 12.54% |
$173K - $179K
|
33.8K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 7.5% |
$172K - $178K
|
53.7K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.7K+ 1.23% |
$170K - $176K
|
303K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.54K+ 44.07% |
$163K - $169K
|
11.6K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.53K+ 32.81% |
$162K - $168K
|
14.3K
$672K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.51K+ 8.84% |
$161K - $167K
|
43.2K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.5K+ 55.34% |
$161K - $167K
|
9.83K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.44K+ 47.35% |
$158K - $163K
|
10.7K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37K+ 70.86% |
$155K - $160K
|
8.13K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 1.96% |
$153K - $158K
|
173K
$8.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.28K+ 10.36% |
$151K - $156K
|
35K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.16K+ 38.11% |
$145K - $150K
|
11.5K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 30.16% |
$144K - $150K
|
13.6K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 14.31% |
$144K - $150K
|
25.1K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 17.96% |
$144K - $149K
|
20.6K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.1K+ 68.97% |
$142K - $147K
|
7.59K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3K+ 9.11% |
$138K - $143K
|
36K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.9K+ 39.38% |
$133K - $138K
|
10.3K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.88KNew |
$132K - $137K
|
2.88K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75K+ 22.7% |
$126K - $131K
|
14.8K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.7K+ 7.43% |
$124K - $128K
|
39K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.61K+ 2.18% |
$120K - $124K
|
122K
$5.74M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.56K+ 4.1% |
$117K - $122K
|
65K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.54K+ 4.99% |
$116K - $121K
|
53.4K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.48K+ 25.83% |
$114K - $118K
|
12.1K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.44K+ 44.37% |
$112K - $116K
|
7.94K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.25K+ 34.15% |
$103K - $107K
|
8.83K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.15K+ 4.84% |
$98.7K - $102K
|
46.6K
$2.19M
|