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
|
Townsquare Capital LLC
|
SELL
|
- |
-917- 11.73% |
$41.9K - $43.1K
|
6.9K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.05K- 16.04% |
$47.8K - $49.2K
|
5.48K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.05K- 6.08% |
$47.9K - $49.3K
|
16.2K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.09K- 5.06% |
$49.9K - $51.4K
|
20.5K
$963K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.17K- 12.12% |
$53.5K - $55.1K
|
8.49K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.2K- 8.09% |
$54.8K - $56.4K
|
13.6K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.2K- 4.52% |
$54.9K - $56.5K
|
25.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 21.85% |
$56.9K - $58.6K
|
4.46K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.28K- 30.27% |
$58.3K - $60.1K
|
2.94K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.37K- 6.78% |
$62.7K - $64.6K
|
18.9K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.44K- 23.7% |
$65.9K - $67.8K
|
4.65K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.46K- 16.54% |
$66.7K - $68.7K
|
7.38K
$347K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.48K- 12.07% |
$67.5K - $69.5K
|
10.8K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.51K- 2.67% |
$69.1K - $71.1K
|
55.1K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.72K- 39.0% |
$78.5K - $80.9K
|
2.69K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.89K- 14.76% |
$86.1K - $88.7K
|
10.9K
$512K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 14.7% |
$86.1K - $88.7K
|
10.9K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 14.59% |
$89.3K - $92K
|
11.5K
$538K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-2K- 10.58% |
$91.2K - $93.9K
|
16.9K
$793K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.24K- 15.28% |
$102K - $105K
|
12.4K
$584K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.57K- 1.27% |
$117K - $121K
|
199K
$9.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 8.1% |
$121K - $125K
|
30.1K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.66K- 9.22% |
$122K - $125K
|
26.2K
$1.23M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.08K- 1.85% |
$141K - $145K
|
164K
$7.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 3.3% |
$156K - $161K
|
99.9K
$4.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-3.44K- 5.29% |
$157K - $162K
|
61.6K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.72K- 37.25% |
$170K - $175K
|
6.27K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.2K- 18.93% |
$192K - $197K
|
18K
$845K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.36K- 14.02% |
$199K - $205K
|
26.7K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.69K- 18.05% |
$214K - $221K
|
21.3K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.12K- 3.93% |
$234K - $241K
|
125K
$5.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.23K- 46.93% |
$239K - $246K
|
5.92K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.4K- 39.89% |
$246K - $254K
|
8.13K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.7K- 15.65% |
$260K - $268K
|
30.7K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.12K- 9.24% |
$279K - $288K
|
60.1K
$2.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.3K- 99.67% |
$287K - $296K
|
21
$987
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.46K- 40.2% |
$295K - $304K
|
9.62K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.61K- 4.0% |
$302K - $311K
|
159K
$7.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.23K- 30.93% |
$330K - $340K
|
16.1K
$758K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.39K- 41.29% |
$337K - $347K
|
10.5K
$494K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8K- 5.8% |
$365K - $376K
|
130K
$6.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-8.28K- 3.69% |
$378K - $389K
|
216K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-8.57K- 58.66% |
$391K - $403K
|
6.04K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8.86K- 7.09% |
$404K - $416K
|
116K
$5.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-9.88K- 26.24% |
$451K - $464K
|
27.8K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-11.4K- 38.61% |
$519K - $534K
|
18.1K
$849K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.4K- 20.25% |
$522K - $537K
|
45K
$2.12M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.4K- 4.01% |
$565K - $581K
|
296K
$13.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17K- 38.57% |
$775K - $799K
|
27.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.2K- 11.76% |
$921K - $948K
|
151K
$7.11M
|