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
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-21.1K- 38.02% |
$965K - $994K
|
34.5K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-21.5K- 10.5% |
$980K - $1.01M
|
183K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.8K- 2.3% |
$993K - $1.02M
|
925K
$43.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.5K- 7.53% |
$1.16M - $1.2M
|
313K
$14.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-28K- 33.63% |
$1.28M - $1.32M
|
55.3K
$2.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-32.8K- 36.63% |
$1.5M - $1.54M
|
56.8K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-39.2K- 70.58% |
$1.79M - $1.84M
|
16.3K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-47.3K- 67.84% |
$2.16M - $2.22M
|
22.4K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-47.9K- 68.75% |
$2.19M - $2.25M
|
21.8K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-48.9K- 3.69% |
$2.23M - $2.3M
|
1.27M
$59.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-58K- 8.69% |
$2.65M - $2.73M
|
610K
$28.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-59.8K- 6.74% |
$2.73M - $2.81M
|
827K
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-368K- 13.91% |
$16.8M - $17.3M
|
2.28M
$107M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.92M- 83.02% |
$362M - $373M
|
1.62M
$76.1M
|