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 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.13K+ 8.37% |
$97.9K - $101K
|
27.6K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 23.72% |
$94.5K - $97.9K
|
10.7K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.01K+ 0.72% |
$92.1K - $95.4K
|
280K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 30.97% |
$90K - $93.2K
|
8.29K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96K+ 18.91% |
$89.8K - $93.1K
|
12.3K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.89K+ 25.93% |
$86.7K - $89.8K
|
9.17K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.87K+ 12.25% |
$85.7K - $88.8K
|
17.1K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 24.05% |
$84.3K - $87.3K
|
9.47K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 15.2% |
$83.8K - $86.8K
|
13.8K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 5.93% |
$78.8K - $81.6K
|
30.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 2.71% |
$77.1K - $79.9K
|
63.6K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.51K+ 45.91% |
$69.1K - $71.6K
|
4.78K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$68.7K - $71.1K
|
67.2K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.42K+ 4.46% |
$65.2K - $67.6K
|
33.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.37K+ 2.41% |
$62.7K - $65K
|
58K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 30.44% |
$61.9K - $64.1K
|
5.78K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 14.74% |
$61.8K - $64K
|
10.5K
$492K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 0.69% |
$58K - $60.1K
|
185K
$8.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.24K+ 8.93% |
$56.8K - $58.9K
|
15.1K
$709K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.23K+ 8.47% |
$56.5K - $58.6K
|
15.8K
$741K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 28.78% |
$54K - $56K
|
5.27K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.15K+ 13.29% |
$52.7K - $54.6K
|
9.79K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$51.2K - $53.1K
|
1.12K
$52.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.09K+ 18.0% |
$50K - $51.8K
|
7.13K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.08K+ 10.46% |
$49.5K - $51.2K
|
11.4K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.03K+ 10.33% |
$47.5K - $49.2K
|
11K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 7.61% |
$46.5K - $48.2K
|
14.3K
$673K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.01K+ 22.33% |
$46.5K - $48.2K
|
5.55K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
982+ 7.79% |
$45.1K - $46.7K
|
13.6K
$639K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
926+ 6.15% |
$42.5K - $44.1K
|
16K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
923+ 3.84% |
$42.4K - $43.9K
|
24.9K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
845+ 9.91% |
$38.8K - $40.2K
|
9.38K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
813+ 11.84% |
$37.3K - $38.7K
|
7.68K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
808+ 15.07% |
$37.1K - $38.4K
|
6.17K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
789+ 149.43% |
$36.2K - $37.5K
|
1.32K
$61.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
775+ 13.99% |
$35.6K - $36.9K
|
6.31K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
752New |
$34.5K - $35.8K
|
752
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
747New |
$34.3K - $35.5K
|
747
$35.1K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
730+ 2.09% |
$33.5K - $34.7K
|
35.6K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
722+ 2.34% |
$33.2K - $34.4K
|
31.5K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
707+ 4.32% |
$32.5K - $33.6K
|
17.1K
$802K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 28.17% |
$31.1K - $32.2K
|
3.08K
$145K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
656+ 2.2% |
$30.1K - $31.2K
|
30.5K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
606+ 13.49% |
$27.8K - $28.8K
|
5.1K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
580+ 3.17% |
$26.6K - $27.6K
|
18.9K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
548+ 4.78% |
$25.2K - $26.1K
|
12K
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
540+ 1.26% |
$24.8K - $25.7K
|
43.5K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
517+ 2.62% |
$23.7K - $24.6K
|
20.3K
$953K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
512+ 8.01% |
$23.5K - $24.4K
|
6.9K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
470+ 0.94% |
$21.6K - $22.4K
|
50.5K
$2.37M
|