Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
411K+ 93.96% |
$18.8M - $19.3M
|
849K
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
336KNew |
$15.3M - $15.8M
|
336K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
324K+ 5.1% |
$14.8M - $15.2M
|
6.67M
$313M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
264K+ 5517.56% |
$12.1M - $12.4M
|
269K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 1.42% |
$10.8M - $11.1M
|
16.9M
$796M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 1285.77% |
$10.1M - $10.4M
|
238K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 1285.77% |
$10.1M - $10.4M
|
238K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
174K+ 13.21% |
$7.96M - $8.2M
|
1.5M
$70.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
133KNew |
$6.08M - $6.26M
|
133K
$6.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.7KNew |
$4.46M - $4.59M
|
97.7K
$4.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.4K+ 8.14% |
$4.13M - $4.25M
|
1.2M
$56.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
73.5K+ 24.18% |
$3.35M - $3.46M
|
377K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.8K+ 484.27% |
$3.14M - $3.24M
|
83K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.1K+ 9.05% |
$3.06M - $3.15M
|
809K
$38M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.4K+ 13.92% |
$2.9M - $2.98M
|
519K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8K+ 6272.8% |
$2.27M - $2.34M
|
50.6K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.7K+ 137.27% |
$1.58M - $1.63M
|
60K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.4K+ 5.16% |
$1.48M - $1.52M
|
660K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9K+ 304.59% |
$1.45M - $1.5M
|
42.3K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
29.5KNew |
$1.35M - $1.39M
|
29.5K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.4K+ 36.08% |
$1.25M - $1.29M
|
103K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 6.97% |
$1.24M - $1.28M
|
418K
$19.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
26.7K+ 4.56% |
$1.22M - $1.26M
|
612K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.5KNew |
$1.21M - $1.25M
|
26.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.1K+ 12.41% |
$1.06M - $1.09M
|
209K
$9.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 6.66% |
$1.05M - $1.08M
|
369K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 15.46% |
$1.05M - $1.08M
|
171K
$8.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.8K+ 17.02% |
$948K - $977K
|
143K
$6.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 0.5% |
$892K - $919K
|
3.92M
$184M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 63.27% |
$869K - $895K
|
49.1K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19K+ 1.74% |
$868K - $895K
|
1.11M
$52.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18.9KNew |
$865K - $891K
|
18.9K
$890K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
18.8K+ 5.49% |
$858K - $884K
|
361K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.1K+ 6.36% |
$827K - $852K
|
303K
$14.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
17.8K+ 80.69% |
$811K - $835K
|
39.8K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 9.95% |
$713K - $735K
|
173K
$8.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15.3K+ 83.52% |
$700K - $721K
|
33.7K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
15K+ 8.69% |
$686K - $707K
|
188K
$8.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 7.04% |
$675K - $696K
|
225K
$10.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
14.4KNew |
$660K - $679K
|
14.4K
$679K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
14.3KNew |
$651K - $670K
|
14.3K
$670K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.1K+ 28.64% |
$644K - $663K
|
63.4K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14K+ 1.07% |
$637K - $656K
|
1.32M
$62M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$630K - $648K
|
13.8K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 3168.74% |
$629K - $648K
|
14.2K
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
13.7K+ 4.34% |
$625K - $643K
|
329K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.5K+ 10.75% |
$616K - $635K
|
139K
$6.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
13.2KNew |
$602K - $620K
|
13.2K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
12.8K+ 64.48% |
$583K - $601K
|
32.6K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 4.55% |
$557K - $574K
|
281K
$13.2M
|