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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 3.2% |
$50.5K - $52.3K
|
33.3K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.23K- 16.64% |
$56.3K - $58.3K
|
6.14K
$289K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.26K- 5.05% |
$58K - $60.1K
|
23.8K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 15.43% |
$59.8K - $62K
|
7.14K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.36K- 10.9% |
$62.3K - $64.5K
|
11.1K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.43K- 3.33% |
$65.7K - $68K
|
41.6K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.44K- 0.71% |
$65.9K - $68.3K
|
202K
$9.5M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.47K- 2.29% |
$67.4K - $69.8K
|
62.7K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 25.52% |
$75.5K - $78.3K
|
4.8K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.66K- 10.51% |
$76.3K - $79.1K
|
14.2K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.81K- 12.08% |
$83.3K - $86.3K
|
13.2K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 8.18% |
$98.9K - $102K
|
24.2K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.23K- 1.15% |
$102K - $106K
|
192K
$9.03M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.63K- 26.96% |
$121K - $125K
|
7.12K
$335K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 1.85% |
$123K - $127K
|
142K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.18K- 5.62% |
$146K - $151K
|
53.4K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.33K- 1.05% |
$153K - $158K
|
315K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3.36K- 26.57% |
$154K - $160K
|
9.28K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.37K- 40.55% |
$155K - $161K
|
4.95K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 19.24% |
$159K - $164K
|
14.5K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.47K- 44.99% |
$159K - $165K
|
4.25K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.85K- 28.27% |
$177K - $183K
|
9.77K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 4.36% |
$181K - $187K
|
86.3K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.03K- 6.51% |
$185K - $192K
|
57.8K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.2K- 7.09% |
$193K - $200K
|
55.1K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.14K- 18.07% |
$236K - $244K
|
23.3K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.27K- 34.58% |
$242K - $251K
|
9.97K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.05K- 21.75% |
$278K - $288K
|
21.7K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.05KClosed |
$278K - $288K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.28K- 11.73% |
$289K - $299K
|
47.3K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.88K- 97.89% |
$316K - $327K
|
148
$6.96K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.38K- 3.43% |
$339K - $351K
|
208K
$9.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.8K- 24.28% |
$358K - $371K
|
24.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.82K- 27.24% |
$359K - $372K
|
20.9K
$982K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 10.96% |
$394K - $408K
|
69.7K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.36K- 42.79% |
$430K - $445K
|
12.5K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.3K- 10.09% |
$473K - $490K
|
91.8K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.7K- 5.95% |
$491K - $509K
|
169K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.2K- 2.69% |
$515K - $533K
|
406K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-11.2K- 27.93% |
$516K - $535K
|
29K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-12.8K- 23.38% |
$589K - $611K
|
42K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.03% |
$657K - $681K
|
189K
$8.89M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.9K- 12.11% |
$775K - $803K
|
123K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19K- 22.5% |
$870K - $902K
|
65.3K
$3.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.5K- 11.99% |
$895K - $928K
|
143K
$6.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.8K- 26.97% |
$957K - $991K
|
56.4K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-23.1K- 10.7% |
$1.06M - $1.1M
|
192K
$9.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.7K- 10.94% |
$1.14M - $1.18M
|
202K
$9.47M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-24.8K- 20.4% |
$1.14M - $1.18M
|
96.9K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.8K- 33.88% |
$1.18M - $1.23M
|
50.3K
$2.37M
|