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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2New |
$95.4 - $103
|
2
$94
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$95.4 - $103
|
447
$21K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1Closed |
$47.7 - $51.5
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 2.23% |
$477 - $515
|
438
$20.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12Closed |
$573 - $618
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-15- 0.16% |
$716 - $772
|
9.31K
$438K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-21Closed |
$1K - $1.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-24- 0.43% |
$1.15K - $1.24K
|
5.57K
$262K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.18% |
$1.15K - $1.24K
|
2.02K
$94.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-28- 0.53% |
$1.34K - $1.44K
|
5.24K
$246K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-41- 0.42% |
$1.96K - $2.11K
|
9.69K
$455K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 3.4% |
$2K - $2.16K
|
1.19K
$56.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-47- 0.35% |
$2.24K - $2.42K
|
13.3K
$624K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-55- 0.59% |
$2.62K - $2.83K
|
9.23K
$434K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 1.35% |
$3.15K - $3.4K
|
4.84K
$227K
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-66- 1.12% |
$3.15K - $3.4K
|
5.83K
$274K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-71- 1.43% |
$3.39K - $3.65K
|
4.91K
$231K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-74- 0.32% |
$3.53K - $3.81K
|
23.4K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-92- 1.8% |
$4.39K - $4.74K
|
5.01K
$235K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-114- 0.93% |
$5.44K - $5.87K
|
12.1K
$568K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-115- 2.05% |
$5.49K - $5.92K
|
5.51K
$259K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-161- 1.45% |
$7.68K - $8.29K
|
11K
$515K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-181- 3.33% |
$8.64K - $9.32K
|
5.25K
$247K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-195- 3.96% |
$9.3K - $10K
|
4.73K
$222K
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-221- 3.51% |
$10.5K - $11.4K
|
6.08K
$286K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-245- 8.34% |
$11.7K - $12.6K
|
2.69K
$127K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-263- 2.18% |
$12.5K - $13.5K
|
11.8K
$554K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-308Closed |
$14.7K - $15.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-319- 0.48% |
$15.2K - $16.4K
|
65.9K
$3.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-371- 2.98% |
$17.7K - $19.1K
|
12.1K
$568K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 2.08% |
$18.3K - $19.8K
|
18.1K
$850K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-400- 7.08% |
$19.1K - $20.6K
|
5.25K
$247K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 2.27% |
$19.1K - $20.6K
|
17.2K
$809K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-413- 90.37% |
$19.7K - $21.3K
|
44
$2.07K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-505- 59.76% |
$24.1K - $26K
|
340
$16K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-583- 8.25% |
$27.8K - $30K
|
6.49K
$305K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-751- 6.5% |
$35.8K - $38.7K
|
10.8K
$507K
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-767- 0.3% |
$36.6K - $39.5K
|
252K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-776- 8.62% |
$37K - $39.9K
|
8.22K
$386K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-788- 7.08% |
$37.6K - $40.6K
|
10.3K
$486K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.06KClosed |
$50.5K - $54.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.12K- 6.83% |
$53.2K - $57.4K
|
15.2K
$715K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.64% |
$53.8K - $58.1K
|
11.9K
$560K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 6.34% |
$56.7K - $61.2K
|
17.6K
$825K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2K- 2.46% |
$57.3K - $61.8K
|
47.6K
$2.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$61.2K - $66K
|
12K
$563K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 38.01% |
$63.5K - $68.5K
|
2.17K
$102K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.34K- 14.59% |
$63.7K - $68.7K
|
7.81K
$367K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.34K- 19.35% |
$63.9K - $69K
|
5.59K
$262K
|