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 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.37% |
$5.43K - $5.58K
|
4.83K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 1.98% |
$7.43K - $7.63K
|
7.92K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-175- 0.4% |
$8.12K - $8.35K
|
43.3K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-203- 0.93% |
$9.42K - $9.68K
|
21.5K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 3.06% |
$10.1K - $10.4K
|
6.91K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-239- 4.69% |
$11.1K - $11.4K
|
4.86K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-290- 2.14% |
$13.5K - $13.8K
|
13.3K
$626K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-380- 2.19% |
$17.6K - $18.1K
|
17K
$801K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-531- 3.02% |
$24.6K - $25.3K
|
17.1K
$805K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-532- 4.96% |
$24.7K - $25.4K
|
10.2K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-647- 1.18% |
$30K - $30.9K
|
54.2K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 4.71% |
$54.9K - $56.4K
|
23.9K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.33K- 1.7% |
$61.8K - $63.5K
|
76.9K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 0.81% |
$65.2K - $67K
|
172K
$8.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.54K- 8.2% |
$71.5K - $73.5K
|
17.2K
$813K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 1.08% |
$80.2K - $82.5K
|
158K
$7.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.14K- 4.84% |
$99.1K - $102K
|
42K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.31K- 1.62% |
$107K - $110K
|
141K
$6.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.64K- 15.46% |
$122K - $126K
|
14.4K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 30.56% |
$164K - $169K
|
8.04K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.17K- 47.25% |
$194K - $199K
|
4.66K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4.23K- 20.86% |
$196K - $202K
|
16K
$757K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.68K- 4.33% |
$217K - $223K
|
104K
$4.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-6.13K- 6.68% |
$284K - $292K
|
85.7K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18K- 38.38% |
$333K - $342K
|
11.5K
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.19K- 9.03% |
$334K - $343K
|
72.5K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8K- 44.44% |
$371K - $382K
|
10K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-9.49K- 17.23% |
$440K - $453K
|
45.6K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.72K- 4.82% |
$451K - $464K
|
192K
$9.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 6.94% |
$556K - $571K
|
161K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-23.2K- 26.0% |
$1.07M - $1.1M
|
65.9K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.9K- 51.49% |
$1.2M - $1.24M
|
24.4K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-80.8K- 8.79% |
$3.75M - $3.86M
|
839K
$39.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95.6K- 91.32% |
$4.44M - $4.56M
|
9.08K
$428K
|