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 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 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
511+ 4.63% |
$23.7K - $24.4K
|
11.6K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
440+ 2.56% |
$20.4K - $21K
|
17.6K
$831K
|
|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
346+ 0.05% |
$16.1K - $16.5K
|
672K
$31.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
345+ 6.92% |
$16K - $16.5K
|
5.33K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
280+ 1.26% |
$13K - $13.4K
|
22.5K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
266+ 3.74% |
$12.3K - $12.7K
|
7.39K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
263+ 0.13% |
$12.2K - $12.5K
|
202K
$9.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
250+ 1.48% |
$11.6K - $11.9K
|
17.2K
$811K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
242+ 1.45% |
$11.2K - $11.5K
|
16.9K
$797K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 2.57% |
$9.89K - $10.2K
|
8.5K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
191+ 1.79% |
$8.86K - $9.11K
|
10.9K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
189New |
$8.77K - $9.02K
|
189
$8.91K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
175+ 3.17% |
$8.12K - $8.35K
|
5.69K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
170+ 30.8% |
$7.89K - $8.11K
|
722
$34K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
162+ 1.41% |
$7.52K - $7.73K
|
11.6K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
137+ 0.35% |
$6.36K - $6.53K
|
39.4K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 0.34% |
$5.71K - $5.87K
|
36.6K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 1.73% |
$5.15K - $5.29K
|
6.54K
$309K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 0.46% |
$5.11K - $5.25K
|
23.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
89+ 1.66% |
$4.13K - $4.25K
|
5.45K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
65+ 1.17% |
$3.02K - $3.1K
|
5.61K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
62+ 1.32% |
$2.88K - $2.96K
|
4.77K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$2.74K - $2.81K
|
59
$2.78K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
59+ 0.51% |
$2.74K - $2.81K
|
11.6K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.93% |
$2.27K - $2.34K
|
5.32K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.45% |
$1.58K - $1.62K
|
7.64K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.59% |
$511 - $525
|
1.87K
$88.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.91% |
$232 - $239
|
557
$26.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.11% |
$232 - $239
|
4.7K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$186 - $191
|
451
$21.3K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.18% |
$92.8 - $95.4
|
171
$8.06K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.4 - $47.7
|
6.73K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$139 - $143
|
14.5K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3- 0.01% |
$139 - $143
|
21.6K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$232 - $239
|
9.72K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-32- 5.37% |
$1.49K - $1.53K
|
564
$26.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-35- 16.28% |
$1.62K - $1.67K
|
180
$8.49K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-54- 0.59% |
$2.51K - $2.58K
|
9.16K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-67- 0.11% |
$3.11K - $3.2K
|
62.6K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-72- 0.5% |
$3.34K - $3.43K
|
14.5K
$682K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-84- 1.07% |
$3.9K - $4.01K
|
7.77K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-85- 1.85% |
$3.94K - $4.05K
|
4.52K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-85- 57.43% |
$3.94K - $4.05K
|
63
$2.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 0.08% |
$4.73K - $4.87K
|
126K
$5.93M
|