Purchases and Sales Made in Q2 2022 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 Q2 2022. 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, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.43M+ 115.19% |
$68.3M - $73.6M
|
2.67M
$126M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
525K+ 383.39% |
$25M - $27M
|
662K
$31.1M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
415K+ 4.29% |
$19.8M - $21.4M
|
10.1M
$474M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
353K+ 15.24% |
$16.9M - $18.2M
|
2.67M
$126M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
313K+ 26.98% |
$14.9M - $16.1M
|
1.47M
$69.2M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
268K+ 99.96% |
$12.8M - $13.8M
|
535K
$25.2M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 38.28% |
$12.3M - $13.3M
|
933K
$43.8M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
204KNew |
$9.75M - $10.5M
|
204K
$9.6M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125K+ 2.3% |
$5.98M - $6.45M
|
5.57M
$262M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
119K+ 15.19% |
$5.69M - $6.13M
|
904K
$42.5M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
103KNew |
$4.92M - $5.31M
|
103K
$4.85M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
100KNew |
$4.77M - $5.15M
|
100K
$4.7M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
96.9K+ 289.61% |
$4.62M - $4.99M
|
130K
$6.12M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
91.4KNew |
$4.36M - $4.71M
|
91.4K
$4.3M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.2K+ 313.83% |
$3.97M - $4.28M
|
110K
$5.16M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
82.1K+ 523.03% |
$3.92M - $4.23M
|
97.8K
$4.6M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
61.3KNew |
$2.92M - $3.15M
|
61.3K
$2.88M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.6K+ 12.36% |
$2.89M - $3.12M
|
551K
$25.9M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.6K+ 19.79% |
$2.65M - $2.86M
|
337K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
55.1KNew |
$2.63M - $2.84M
|
55.1K
$2.59M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
51K+ 14.49% |
$2.43M - $2.62M
|
403K
$18.9M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
45KNew |
$2.15M - $2.32M
|
45K
$2.11M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
BUY
|
- |
40.3KNew |
$1.92M - $2.07M
|
40.3K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.3KNew |
$1.68M - $1.82M
|
35.3K
$1.66M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
33.2K+ 38.38% |
$1.59M - $1.71M
|
120K
$5.63M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.8KNew |
$1.57M - $1.69M
|
32.8K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 10.63% |
$1.55M - $1.67M
|
338K
$15.9M
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
27.9K+ 65.3% |
$1.33M - $1.44M
|
70.6K
$3.32M
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
26.5K+ 9.99% |
$1.27M - $1.37M
|
292K
$13.7M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$945K - $1.02M
|
19.8K
$931K
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.8KNew |
$899K - $970K
|
18.8K
$885K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 23.33% |
$866K - $935K
|
96K
$4.51M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
17.1K+ 174.13% |
$816K - $880K
|
26.9K
$1.26M
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
16.7K+ 334.95% |
$799K - $862K
|
21.7K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.1KNew |
$766K - $827K
|
16.1K
$755K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
15K+ 18.85% |
$717K - $773K
|
94.7K
$4.45M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$677K - $730K
|
14.2K
$666K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
13.9K+ 2.74% |
$661K - $713K
|
519K
$24.4M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$640K - $690K
|
13.4K
$630K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$635K - $685K
|
13.3K
$625K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12.8K+ 100.25% |
$609K - $657K
|
25.5K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$598K - $646K
|
12.5K
$589K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 110.45% |
$588K - $634K
|
23.5K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.8K+ 2.79% |
$562K - $607K
|
434K
$20.4M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.5K+ 2.4% |
$548K - $591K
|
489K
$23M
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$500K - $540K
|
10.5K
$493K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.96KNew |
$475K - $513K
|
9.96K
$468K
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
9.76KNew |
$466K - $502K
|
9.76K
$459K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.47KNew |
$452K - $487K
|
9.47K
$445K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.41K+ 5.96% |
$449K - $484K
|
167K
$7.86M
|