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 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
293
+ 3.23%
$13.8K - $14.2K
9.36K $440K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
290
+ 1.25%
$13.6K - $14.1K
23.4K $1.1M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
280
+ 4.16%
$13.2K - $13.6K
7K $329K
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
278
+ 2.91%
$13.1K - $13.5K
9.83K $462K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
267
+ 1.87%
$12.5K - $12.9K
14.5K $682K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
260
New
$12.2K - $12.6K
260 $12.2K
Aug 09, 2023 Q2 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
220
+ 1.46%
$10.3K - $10.7K
15.3K $720K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
210
+ 4.88%
$9.87K - $10.2K
4.51K $212K
Jul 17, 2023 Q2 2023
Smith & Howard Wealth Management, LLC

BUY
 -
180
+ 1.96%
$8.46K - $8.72K
9.36K $440K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
165
+ 2.18%
$7.75K - $7.99K
7.73K $363K
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
145
New
$6.81K - $7.03K
145 $6.81K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
143
New
$6.72K - $6.93K
143 $6.72K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
135
+ 0.68%
$6.34K - $6.54K
20K $940K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
130
+ 2.72%
$6.11K - $6.3K
4.92K $231K
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
123
+ 2.28%
$5.78K - $5.96K
5.51K $259K
Jul 25, 2023 Q2 2023
Jb Capital LLC

BUY
 -
118
+ 2.53%
$5.54K - $5.72K
4.78K $224K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
110
+ 0.44%
$5.17K - $5.33K
25.2K $1.19M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
104
+ 162.5%
$4.89K - $5.04K
168 $7.89K
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
100
+ 2.01%
$4.7K - $4.85K
5.08K $239K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
90
New
$4.23K - $4.36K
90 $4.23K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
84
+ 1.24%
$3.95K - $4.07K
6.87K $323K
Aug 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
84
+ 1.75%
$3.95K - $4.07K
4.89K $230K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
84
+ 2.22%
$3.95K - $4.07K
3.86K $182K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
81
New
$3.81K - $3.92K
81 $3.81K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
79
New
$3.71K - $3.83K
79 $3.71K
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
63
+ 0.27%
$2.96K - $3.05K
23.3K $1.09M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
47
+ 0.8%
$2.21K - $2.28K
5.94K $279K
Jul 18, 2023 Q2 2023
Proffitt & Goodson Inc

BUY
 -
44
+ 25.0%
$2.07K - $2.13K
220 $10.3K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
25
New
$1.17K - $1.21K
25 $1.17K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
22
+ 3.1%
$1.03K - $1.07K
731 $34.3K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
17
New
$799 - $824
17 $799
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
17
+ 13.71%
$799 - $824
141 $6.63K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
8
+ 0.36%
$376 - $388
2.22K $104K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8
New
$376 - $388
8 $376
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
8
+ 6.84%
$376 - $388
125 $5.87K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
6
+ 0.72%
$282 - $291
839 $39.4K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
4
+ 0.88%
$188 - $194
459 $21.6K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
2
+ 2.06%
$94 - $96.9
99 $4.65K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
1
+ 5.88%
$47 - $48.5
18 $846
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
1
+ 0.08%
$47 - $48.5
1.23K $57.7K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 0.63%
$47 - $48.5
159 $7.47K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

SELL
 -
-4
- -0.0%
$188 - $194
584K $27.5M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-6
- 0.49%
$282 - $291
1.22K $57.3K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-19
- 0.19%
$893 - $921
9.85K $463K
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

SELL
 -
-20
- 1.49%
$940 - $969
1.32K $61.9K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

SELL
 -
-26
- 0.49%
$1.22K - $1.26K
5.26K $247K
Aug 03, 2023 Q2 2023
Eley Financial Management, Inc

South Burlington, VT
SELL
 -
-32
- 0.72%
$1.5K - $1.55K
4.42K $208K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-58
- 1.57%
$2.72K - $2.81K
3.65K $171K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

SELL
 -
-61
- 0.33%
$2.87K - $2.96K
18.6K $873K

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