Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.69MNew |
$93.3M - $94.8M
|
1.69M
$79.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
935K+ 13.38% |
$51.6M - $52.4M
|
7.92M
$372M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
727KNew |
$40.1M - $40.7M
|
727K
$34.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
639KNew |
$35.2M - $35.8M
|
639K
$30M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
582K+ 53.87% |
$32.1M - $32.6M
|
1.66M
$78.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
361K+ 971.96% |
$19.9M - $20.2M
|
399K
$18.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
248K+ 277.94% |
$13.7M - $13.9M
|
337K
$15.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118KNew |
$6.52M - $6.62M
|
118K
$5.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90.1KNew |
$4.97M - $5.04M
|
90.1K
$4.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
84K+ 157.36% |
$4.63M - $4.7M
|
137K
$6.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
77.5K+ 11.69% |
$4.27M - $4.34M
|
740K
$34.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.6K+ 205.09% |
$3.67M - $3.73M
|
99.1K
$4.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
66.2KNew |
$3.65M - $3.7M
|
66.2K
$3.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
56KNew |
$3.09M - $3.13M
|
56K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.7K+ 11.83% |
$3.07M - $3.12M
|
526K
$24.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
55.3K+ 18.94% |
$3.05M - $3.1M
|
348K
$16.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
52.6K+ 78.83% |
$2.9M - $2.94M
|
119K
$5.61M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.7K+ 17.72% |
$2.8M - $2.84M
|
337K
$15.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
49.6K+ 409.96% |
$2.74M - $2.78M
|
61.7K
$2.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
45KNew |
$2.48M - $2.52M
|
45K
$2.12M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.3KNew |
$2.33M - $2.37M
|
42.3K
$1.99M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.2KNew |
$2.33M - $2.36M
|
42.2K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
40.9K+ 490.23% |
$2.25M - $2.29M
|
49.2K
$2.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
38.8KNew |
$2.14M - $2.17M
|
38.8K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.7K+ 1.82% |
$2.13M - $2.17M
|
2.16M
$102M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
34.1K+ 7.94% |
$1.88M - $1.91M
|
463K
$21.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.6K+ 26.37% |
$1.8M - $1.83M
|
156K
$7.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
26.7K+ 17.29% |
$1.47M - $1.5M
|
181K
$8.52M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.47M - $1.5M
|
26.7K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.8K+ 153.28% |
$1.42M - $1.45M
|
42.7K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
25.6K+ 15.39% |
$1.41M - $1.44M
|
192K
$9.03M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.1KNew |
$1.33M - $1.35M
|
24.1K
$1.13M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23.9KNew |
$1.31M - $1.34M
|
23.9K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.7K+ 113.34% |
$1.14M - $1.16M
|
38.9K
$1.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.4K+ 50.93% |
$1.13M - $1.14M
|
60.6K
$2.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
19.9K+ 105.73% |
$1.1M - $1.12M
|
38.8K
$1.82M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16.6KNew |
$915K - $929K
|
16.6K
$780K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
16.4K+ 6.88% |
$903K - $917K
|
254K
$11.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.9KNew |
$877K - $891K
|
15.9K
$748K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.5K+ 9.75% |
$852K - $866K
|
174K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1K+ 50.9% |
$833K - $846K
|
44.8K
$2.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
15K+ 13.94% |
$827K - $840K
|
123K
$5.76M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 56.2% |
$793K - $806K
|
40K
$1.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.2KNew |
$783K - $796K
|
14.2K
$668K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 20.86% |
$751K - $763K
|
78.9K
$3.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
13.5K+ 17.85% |
$742K - $754K
|
88.9K
$4.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3KNew |
$731K - $742K
|
13.3K
$623K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$685K - $695K
|
12.4K
$584K
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
11.9KNew |
$657K - $667K
|
11.9K
$560K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
11.8KNew |
$648K - $658K
|
11.8K
$552K
|