Purchases and Sales Made in Q2 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

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 $2.43M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
8.96K
+ 12.49%
$421K - $434K
80.7K $3.77M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
8.82K
+ 148.54%
$415K - $427K
14.8K $689K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
8.15K
+ 5.35%
$383K - $395K
160K $7.49M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.03K
+ 27.93%
$377K - $389K
36.8K $1.72M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
7.88K
+ 1.41%
$370K - $382K
568K $26.5M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
7.87K
+ 104.14%
$370K - $381K
15.4K $721K
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
7.22K
+ 4.18%
$339K - $350K
180K $8.4M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
6.94K
+ 25.73%
$326K - $336K
33.9K $1.58M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
6.89K
+ 90.78%
$324K - $334K
14.5K $676K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
6.36K
+ 135.9%
$299K - $308K
11K $515K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.04K
New
$284K - $293K
6.04K $282K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
5.84K
+ 7.9%
$274K - $283K
79.8K $3.73M
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
5.4K
+ 2.17%
$254K - $262K
254K $11.8M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
5.27K
+ 26.64%
$248K - $256K
25.1K $1.17M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
5.16K
+ 3.56%
$242K - $250K
150K $7M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
5.02K
New
$236K - $243K
5.02K $234K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
5K
New
$235K - $242K
5K $233K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
4.82K
+ 19.46%
$226K - $233K
29.6K $1.38M
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
4.81K
New
$226K - $233K
4.81K $225K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
4.69K
New
$220K - $227K
4.69K $219K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
4.68K
+ 161.21%
$220K - $227K
7.58K $354K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
4.65K
New
$218K - $225K
4.65K $217K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.47K
New
$210K - $217K
4.47K $209K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
4.27K
New
$201K - $207K
4.27K $200K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
4.16K
+ 2.42%
$195K - $201K
176K $8.21M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
4.01K
+ 35.66%
$189K - $194K
15.3K $713K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.92K
+ 8.97%
$184K - $190K
47.7K $2.23M
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

BUY
 -
3.76K
+ 7.38%
$177K - $182K
54.7K $2.56M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.71K
+ 2.61%
$174K - $180K
146K $6.8M
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
3.66K
+ 73.36%
$172K - $177K
8.65K $404K
Aug 02, 2023 Q2 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
3.65K
+ 20.64%
$171K - $177K
21.3K $995K
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
3.45K
+ 16.56%
$162K - $167K
24.3K $1.13M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.29K
+ 23.67%
$155K - $159K
17.2K $803K
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
3.27K
+ 40.79%
$153K - $158K
11.3K $527K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
3.26K
+ 10.31%
$153K - $158K
34.9K $1.63M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.21K
+ 48.44%
$151K - $155K
9.83K $459K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
3.17K
+ 79.34%
$149K - $154K
7.16K $334K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.09K
+ 27.49%
$145K - $150K
14.3K $668K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.02K
+ 19.08%
$142K - $146K
18.9K $881K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2.8K
+ 26.93%
$131K - $135K
13.2K $615K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
2.74K
+ 11.64%
$129K - $133K
26.3K $1.23M
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
2.66K
+ 8.58%
$125K - $129K
33.7K $1.57M
Jul 26, 2023 Q2 2023
Manning & Napier Group, LLC

BUY
 -
2.65K
+ 28.32%
$124K - $128K
12K $560K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.6K
+ 45.61%
$122K - $126K
8.31K $388K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
2.6K
+ 4.67%
$122K - $126K
58.3K $2.72M
Jul 11, 2023 Q2 2023
ETF Portfolio Partners, Inc.

BUY
 -
2.58K
+ 24.91%
$121K - $125K
12.9K $604K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.52K
+ 10.31%
$118K - $122K
26.9K $1.26M
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.2K
+ 7.36%
$103K - $107K
32.1K $1.5M

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