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 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.53K+ 19.35% |
$84.5K - $85.8K
|
9.45K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.47K+ 19.31% |
$81.2K - $82.5K
|
9.1K
$425K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.37K+ 25.26% |
$75.4K - $76.5K
|
6.78K
$316K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 8.51% |
$71.7K - $72.8K
|
16.6K
$775K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.28K+ 6.71% |
$70.5K - $71.6K
|
20.3K
$949K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.24K+ 13.61% |
$68.3K - $69.4K
|
10.3K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 19.29% |
$67.6K - $68.6K
|
7.58K
$354K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.2K+ 10.77% |
$66K - $67.1K
|
12.3K
$575K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1.14K+ 10.44% |
$63.1K - $64.1K
|
12.1K
$565K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1KNew |
$55.3K - $56.2K
|
1K
$46.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
800New |
$44.1K - $44.8K
|
800
$37.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
795+ 3.95% |
$43.8K - $44.5K
|
20.9K
$977K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
674+ 6.94% |
$37.2K - $37.7K
|
10.4K
$485K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
540+ 4.33% |
$29.8K - $30.2K
|
13K
$607K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
528+ 1.69% |
$29.1K - $29.6K
|
31.8K
$1.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
489+ 4.22% |
$27K - $27.4K
|
12.1K
$564K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
442+ 7.16% |
$24.4K - $24.7K
|
6.62K
$309K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
382+ 9.54% |
$21.1K - $21.4K
|
4.39K
$205K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
350New |
$19.3K - $19.6K
|
350
$16.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
317+ 6.09% |
$17.5K - $17.7K
|
5.53K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
276+ 4.54% |
$15.2K - $15.5K
|
6.35K
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
275+ 2.73% |
$15.2K - $15.4K
|
10.4K
$483K
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
273+ 5.55% |
$15.1K - $15.3K
|
5.19K
$243K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
272+ 7.94% |
$15K - $15.2K
|
3.7K
$173K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
271+ 2.97% |
$14.9K - $15.2K
|
9.39K
$439K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
264+ 3.53% |
$14.6K - $14.8K
|
7.74K
$361K
|
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
BUY
|
- |
175+ 0.83% |
$9.65K - $9.8K
|
21.4K
$998K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
173+ 3.28% |
$9.54K - $9.69K
|
5.45K
$254K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
165New |
$9.1K - $9.24K
|
165
$7.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
160+ 5.99% |
$8.82K - $8.96K
|
2.83K
$132K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
155+ 6.16% |
$8.55K - $8.68K
|
2.67K
$125K
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
152+ 0.68% |
$8.38K - $8.51K
|
22.4K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
148+ 27.41% |
$8.16K - $8.29K
|
688
$32.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
115+ 0.4% |
$6.34K - $6.44K
|
29.1K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
106New |
$5.84K - $5.93K
|
106
$4.95K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
80New |
$4.41K - $4.48K
|
80
$3.74K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
80+ 0.49% |
$4.41K - $4.48K
|
16.4K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 72.38% |
$4.19K - $4.26K
|
181
$8.45K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 1.45% |
$3.31K - $3.36K
|
4.19K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 0.09% |
$1.76K - $1.79K
|
36.8K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
21+ 4.79% |
$1.16K - $1.18K
|
459
$21.4K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
14+ 1.13% |
$772 - $784
|
1.26K
$58.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
5+ 0.1% |
$276 - $280
|
5.09K
$238K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.31% |
$165 - $168
|
958
$44.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$55.1 - $56
|
5.87K
$274K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11Closed |
$606 - $616
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-23Closed |
$1.27K - $1.29K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-35- 21.88% |
$1.93K - $1.96K
|
125
$5.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 1.5% |
$1.93K - $1.96K
|
2.3K
$108K
|