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 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.45% |
$2.91K - $3K
|
13.6K
$639K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 1.12% |
$2.91K - $3K
|
5.5K
$258K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-71- 0.17% |
$3.34K - $3.44K
|
40.5K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-72- 1.0% |
$3.38K - $3.49K
|
7.12K
$335K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 0.49% |
$3.71K - $3.83K
|
16K
$750K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-89- 1.18% |
$4.18K - $4.31K
|
7.47K
$351K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-119- 0.64% |
$5.59K - $5.77K
|
18.5K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-123- 1.1% |
$5.78K - $5.96K
|
11K
$518K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-130- 0.9% |
$6.11K - $6.3K
|
14.3K
$670K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-140- 1.0% |
$6.58K - $6.78K
|
13.8K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-159- 12.45% |
$7.47K - $7.7K
|
1.12K
$52.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-190- 0.91% |
$8.93K - $9.21K
|
20.7K
$973K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-217- 0.46% |
$10.2K - $10.5K
|
47.1K
$2.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-269- 3.88% |
$12.6K - $13K
|
6.66K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-307- 1.93% |
$14.4K - $14.9K
|
15.6K
$733K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-328- 2.54% |
$15.4K - $15.9K
|
12.6K
$592K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-335- 2.94% |
$15.7K - $16.2K
|
11.1K
$520K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-346- 55.36% |
$16.3K - $16.8K
|
279
$13.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-350- 2.38% |
$16.4K - $17K
|
14.4K
$676K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-419- 5.33% |
$19.7K - $20.3K
|
7.45K
$350K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-438- 6.68% |
$20.6K - $21.2K
|
6.12K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-500- 1.0% |
$23.5K - $24.2K
|
49.6K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-544- 9.61% |
$25.6K - $26.4K
|
5.12K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-553- 1.09% |
$26K - $26.8K
|
50.4K
$2.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-605- 6.47% |
$28.4K - $29.3K
|
8.74K
$411K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-612- 9.35% |
$28.8K - $29.7K
|
5.94K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-666- 1.52% |
$31.3K - $32.3K
|
43.2K
$2.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-676- 4.81% |
$31.8K - $32.8K
|
13.4K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-754- 6.84% |
$35.4K - $36.5K
|
10.3K
$483K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-781- 11.68% |
$36.7K - $37.8K
|
5.9K
$277K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-810- 3.63% |
$38.1K - $39.2K
|
21.5K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-892- 0.99% |
$41.9K - $43.2K
|
89.6K
$4.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-909- 10.28% |
$42.7K - $44K
|
7.94K
$373K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.02K- 9.64% |
$47.9K - $49.4K
|
9.56K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.03K- 1.62% |
$48.2K - $49.8K
|
62.6K
$2.94M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 1.62% |
$48.2K - $49.8K
|
62.6K
$2.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.85% |
$49K - $50.5K
|
55.4K
$2.6M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.11K- 20.36% |
$52.1K - $53.8K
|
4.34K
$204K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.78% |
$54.1K - $55.8K
|
40.3K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 14.73% |
$58.3K - $60.1K
|
7.18K
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.28K- 2.66% |
$60.2K - $62.1K
|
47K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.38K- 24.47% |
$64.9K - $67K
|
4.27K
$200K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.51K- 6.51% |
$70.7K - $72.9K
|
21.6K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.54K- 16.43% |
$72.5K - $74.8K
|
7.85K
$369K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.55K- 13.36% |
$72.8K - $75.1K
|
10.1K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.6K- 4.18% |
$75.2K - $77.6K
|
36.7K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.61K- 7.89% |
$75.7K - $78.1K
|
18.8K
$883K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.78K- 2.29% |
$83.8K - $86.4K
|
76.2K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 3.06% |
$85.1K - $87.8K
|
57.3K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.84K- 7.55% |
$86.4K - $89.1K
|
22.5K
$1.06M
|