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 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-26.8K- 17.71% |
$1.23M - $1.27M
|
124K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 2.31% |
$1.5M - $1.56M
|
1.39M
$65.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-67.7K- 45.94% |
$3.11M - $3.22M
|
79.7K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73.7K- 39.28% |
$3.38M - $3.51M
|
114K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.9K- 36.94% |
$4.08M - $4.23M
|
152K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-94.8K- 10.5% |
$4.35M - $4.51M
|
808K
$38M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 54.14% |
$5.21M - $5.4M
|
96.1K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.2M- 11.38% |
$101M - $105M
|
17.2M
$806M
|