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 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-104Closed |
$5.73K - $5.82K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-194- 2.11% |
$10.7K - $10.9K
|
8.99K
$423K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-197- 1.98% |
$10.9K - $11K
|
9.77K
$459K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-362- 1.74% |
$20K - $20.3K
|
20.4K
$959K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-397- 0.92% |
$21.9K - $22.2K
|
43K
$2.02M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-423- 5.23% |
$23.3K - $23.7K
|
7.67K
$361K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-497- 1.83% |
$27.4K - $27.8K
|
26.7K
$1.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-657Closed |
$36.2K - $36.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-714- 16.17% |
$39.4K - $40K
|
3.7K
$174K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 16.69% |
$65.6K - $66.6K
|
5.94K
$279K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.46K- 31.09% |
$80.7K - $81.9K
|
3.24K
$152K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.56K- 1.27% |
$85.8K - $87.2K
|
121K
$5.69M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.69K- 67.86% |
$93.1K - $94.6K
|
800
$37.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.74K- 7.41% |
$95.9K - $97.4K
|
21.7K
$1.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.28K- 5.82% |
$126K - $128K
|
36.9K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.8K- 55.73% |
$209K - $213K
|
3.02K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.97KClosed |
$219K - $222K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.39KClosed |
$352K - $358K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.68KClosed |
$423K - $430K
|
0
$0
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.6K- 47.48% |
$694K - $705K
|
13.9K
$654K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27.2K- 74.86% |
$1.5M - $1.52M
|
9.14K
$429K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$1.94M - $1.97M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82.8K- 43.11% |
$4.57M - $4.64M
|
109K
$5.14M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-181KClosed |
$9.96M - $10.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-240KClosed |
$13.2M - $13.4M
|
0
$0
|