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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1- -0.0% |
$45.7 - $47
|
20.9K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1- 0.02% |
$45.7 - $47
|
6.12K
$288K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 9.52% |
$365 - $376
|
76
$3.57K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21- 6.71% |
$959 - $987
|
292
$13.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23- 1.35% |
$1.05K - $1.08K
|
1.68K
$79K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 46.0% |
$1.05K - $1.08K
|
27
$1.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-56- 1.28% |
$2.56K - $2.63K
|
4.31K
$202K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-63- 0.84% |
$2.88K - $2.96K
|
7.39K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 8.41% |
$2.97K - $3.06K
|
708
$33.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.92% |
$3.38K - $3.48K
|
3.78K
$178K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-94- 0.57% |
$4.29K - $4.42K
|
16.5K
$777K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-96- 1.21% |
$4.38K - $4.51K
|
7.86K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-98- 1.01% |
$4.47K - $4.61K
|
9.59K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-109- 1.1% |
$4.98K - $5.13K
|
9.79K
$460K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-119- 0.56% |
$5.43K - $5.6K
|
21.2K
$995K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-133- 11.73% |
$6.07K - $6.25K
|
1K
$47K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-143- 2.05% |
$6.53K - $6.72K
|
6.83K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-154- 11.75% |
$7.03K - $7.24K
|
1.16K
$54.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-155- 3.19% |
$7.08K - $7.29K
|
4.7K
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-171- 1.21% |
$7.81K - $8.04K
|
14K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-171- 0.07% |
$7.81K - $8.04K
|
253K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-250- 2.13% |
$11.4K - $11.8K
|
11.5K
$539K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-265- 2.01% |
$12.1K - $12.5K
|
12.9K
$607K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-268- 0.35% |
$12.2K - $12.6K
|
76.7K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-280- 27.5% |
$12.8K - $13.2K
|
738
$34.7K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-289- 0.04% |
$13.2K - $13.6K
|
648K
$30.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-329- 10.64% |
$15K - $15.5K
|
2.76K
$130K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-346- 6.27% |
$15.8K - $16.3K
|
5.17K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-368- 6.39% |
$16.8K - $17.3K
|
5.39K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-369- 15.95% |
$16.8K - $17.4K
|
1.95K
$91.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-392- 2.41% |
$17.9K - $18.4K
|
15.8K
$745K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-403- 4.3% |
$18.4K - $18.9K
|
8.97K
$421K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-420- 7.13% |
$19.2K - $19.7K
|
5.47K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-464- 7.96% |
$21.2K - $21.8K
|
5.37K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-494- 24.17% |
$22.6K - $23.2K
|
1.55K
$72.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-523- 9.22% |
$23.9K - $24.6K
|
5.15K
$242K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-523- 6.62% |
$23.9K - $24.6K
|
7.38K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-549- 7.66% |
$25.1K - $25.8K
|
6.62K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-601- 5.96% |
$27.4K - $28.3K
|
9.49K
$446K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-615- 0.32% |
$28.1K - $28.9K
|
189K
$8.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-634- 1.04% |
$28.9K - $29.8K
|
60.5K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-708- 2.42% |
$32.3K - $33.3K
|
28.5K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-810- 10.67% |
$37K - $38.1K
|
6.78K
$319K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-831- 1.42% |
$37.9K - $39.1K
|
57.7K
$2.71M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-853- 14.46% |
$38.9K - $40.1K
|
5.05K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-874- 15.21% |
$39.9K - $41.1K
|
4.87K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-889- 42.07% |
$40.6K - $41.8K
|
1.22K
$57.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-898- 8.79% |
$41K - $42.2K
|
9.32K
$438K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-903- 6.87% |
$41.2K - $42.5K
|
12.2K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-914- 0.92% |
$41.7K - $43K
|
98.1K
$4.61M
|