Purchases and Sales Made in Q2 2023 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 2023. 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 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.28K+ 21.65% |
$436K - $450K
|
52.2K
$2.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.96K+ 12.49% |
$421K - $434K
|
80.7K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.82K+ 148.54% |
$415K - $427K
|
14.8K
$696K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.15K+ 5.35% |
$383K - $395K
|
160K
$7.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03K+ 27.93% |
$377K - $389K
|
36.8K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
7.88K+ 1.41% |
$370K - $382K
|
568K
$26.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7.87K+ 104.14% |
$370K - $381K
|
15.4K
$728K
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7.26KNew |
$341K - $352K
|
7.26K
$342K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
7.22K+ 4.18% |
$339K - $350K
|
180K
$8.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.94K+ 25.73% |
$326K - $336K
|
33.9K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.89K+ 90.78% |
$324K - $334K
|
14.5K
$683K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.77K+ 15.55% |
$318K - $328K
|
50.3K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6.36K+ 135.9% |
$299K - $308K
|
11K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.04KNew |
$284K - $293K
|
6.04K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.84K+ 7.9% |
$274K - $283K
|
79.8K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.4K+ 2.17% |
$254K - $262K
|
254K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.27K+ 26.64% |
$248K - $256K
|
25.1K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.16K+ 3.56% |
$242K - $250K
|
150K
$7.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.02KNew |
$236K - $243K
|
5.02K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5KNew |
$235K - $242K
|
5K
$236K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.82K+ 19.46% |
$226K - $233K
|
29.6K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.81KNew |
$226K - $233K
|
4.81K
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.69KNew |
$220K - $227K
|
4.69K
$221K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.68K+ 161.21% |
$220K - $227K
|
7.58K
$357K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.65KNew |
$218K - $225K
|
4.65K
$219K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.47KNew |
$210K - $217K
|
4.47K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$201K - $207K
|
4.27K
$202K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.16K+ 2.42% |
$195K - $201K
|
176K
$8.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.01K+ 35.66% |
$189K - $194K
|
15.3K
$720K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 8.97% |
$184K - $190K
|
47.7K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
3.76K+ 7.38% |
$177K - $182K
|
54.7K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.71K+ 2.61% |
$174K - $180K
|
146K
$6.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.66K+ 73.36% |
$172K - $177K
|
8.65K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.65K+ 20.64% |
$171K - $177K
|
21.3K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.45K+ 16.56% |
$162K - $167K
|
24.3K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 23.67% |
$155K - $159K
|
17.2K
$811K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.27K+ 40.79% |
$153K - $158K
|
11.3K
$532K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.26K+ 10.31% |
$153K - $158K
|
34.9K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.21K+ 48.44% |
$151K - $155K
|
9.83K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.17K+ 79.34% |
$149K - $154K
|
7.16K
$338K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 27.49% |
$145K - $150K
|
14.3K
$675K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.02K+ 19.08% |
$142K - $146K
|
18.9K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 26.93% |
$131K - $135K
|
13.2K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 11.64% |
$129K - $133K
|
26.3K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.66K+ 8.58% |
$125K - $129K
|
33.7K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.65K+ 28.32% |
$124K - $128K
|
12K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 45.61% |
$122K - $126K
|
8.31K
$392K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.6K+ 4.67% |
$122K - $126K
|
58.3K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.58K+ 24.91% |
$121K - $125K
|
12.9K
$610K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.52K+ 10.31% |
$118K - $122K
|
26.9K
$1.27M
|