Purchases and Sales Made in Q2 2025 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 2025. 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 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
189KNew |
$8.78M - $9.03M
|
189K
$8.92M
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
131KNew |
$6.06M - $6.23M
|
131K
$6.16M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.9K+ 8.24% |
$1.85M - $1.9M
|
524K
$24.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 64.27% |
$1.16M - $1.19M
|
63.9K
$3.01M
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
23.5K+ 80.29% |
$1.09M - $1.12M
|
52.7K
$2.49M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 3.47% |
$1.05M - $1.08M
|
673K
$31.7M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.3K+ 12.06% |
$1.03M - $1.06M
|
207K
$9.76M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
20.2KNew |
$938K - $964K
|
20.2K
$953K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.1K+ 60.42% |
$839K - $863K
|
48K
$2.26M
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
16.1K+ 13.21% |
$749K - $770K
|
138K
$6.52M
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.6K+ 30.02% |
$586K - $602K
|
54.7K
$2.58M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.92K+ 143.67% |
$460K - $473K
|
16.8K
$793K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.86K+ 7.06% |
$411K - $422K
|
134K
$6.33M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.06K+ 42.46% |
$374K - $384K
|
27K
$1.27M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.49K+ 3.6% |
$348K - $357K
|
215K
$10.2M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.32K+ 11.11% |
$340K - $349K
|
73.2K
$3.45M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.77KNew |
$314K - $323K
|
6.77K
$319K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.1K+ 2.8% |
$283K - $291K
|
224K
$10.5M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.56K+ 2.95% |
$258K - $265K
|
194K
$9.14M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.44KNew |
$252K - $259K
|
5.44K
$256K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13KNew |
$238K - $245K
|
5.13K
$242K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.96KNew |
$230K - $237K
|
4.96K
$234K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.8KNew |
$223K - $229K
|
4.8K
$227K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.8KNew |
$223K - $229K
|
4.8K
$227K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.45K+ 13.16% |
$207K - $212K
|
38.3K
$1.8M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 2.04% |
$178K - $183K
|
193K
$9.08M
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.69K+ 10.54% |
$171K - $176K
|
38.6K
$1.82M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.65K+ 1.9% |
$170K - $174K
|
196K
$9.23M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.35K+ 30.24% |
$156K - $160K
|
14.4K
$681K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8K+ 19.35% |
$130K - $134K
|
17.3K
$815K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.61KNew |
$121K - $125K
|
2.61K
$123K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.32K+ 3.04% |
$108K - $111K
|
78.7K
$3.71M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 1.77% |
$98.1K - $101K
|
122K
$5.74M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.66K+ 346.46% |
$77.2K - $79.3K
|
2.14K
$101K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 7.31% |
$74.6K - $76.7K
|
23.6K
$1.11M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.58K+ 7.92% |
$73.3K - $75.3K
|
21.5K
$1.01M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.35K+ 2.09% |
$62.8K - $64.5K
|
66.2K
$3.12M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 14.54% |
$48.9K - $50.2K
|
8.3K
$391K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.01K+ 12.75% |
$47K - $48.3K
|
8.96K
$422K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
901+ 9.83% |
$41.8K - $43K
|
10.1K
$475K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
856New |
$39.7K - $40.8K
|
856
$40.4K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
847+ 1.47% |
$39.3K - $40.4K
|
58.6K
$2.76M
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
605+ 1.04% |
$28.1K - $28.9K
|
58.6K
$2.76M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
599+ 54.16% |
$27.8K - $28.6K
|
1.71K
$80.4K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
598+ 86.29% |
$27.8K - $28.5K
|
1.29K
$60.9K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
597+ 6.41% |
$27.7K - $28.5K
|
9.92K
$468K
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
596+ 8.35% |
$27.7K - $28.4K
|
7.74K
$365K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
402+ 3.84% |
$18.7K - $19.2K
|
10.9K
$512K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
383+ 0.57% |
$17.8K - $18.3K
|
67.6K
$3.19M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 42.65% |
$16.2K - $16.6K
|
1.16K
$54.9K
|