Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.65K+ 7.41% |
$260K - $283K
|
81.9K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
5.64K+ 58.22% |
$260K - $283K
|
15.3K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.62K+ 20.62% |
$259K - $282K
|
32.9K
$1.54M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.57K+ 23.75% |
$256K - $280K
|
29K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.52KNew |
$254K - $277K
|
5.52K
$259K
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.37KNew |
$247K - $269K
|
5.37K
$252K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.31K+ 13.24% |
$245K - $267K
|
45.4K
$2.14M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$241K - $263K
|
5.25K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.21K+ 8.5% |
$240K - $262K
|
66.5K
$3.12M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
4.87K+ 47.11% |
$224K - $244K
|
15.2K
$714K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.71KNew |
$217K - $236K
|
4.71K
$221K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.65K+ 26.71% |
$214K - $233K
|
22.1K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.53K+ 17.72% |
$208K - $227K
|
30.1K
$1.41M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49KNew |
$207K - $225K
|
4.49K
$211K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.15K+ 35.45% |
$191K - $208K
|
15.9K
$745K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.03K+ 42.28% |
$185K - $202K
|
13.5K
$637K
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.91K+ 31.11% |
$180K - $196K
|
16.5K
$775K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.91K+ 20.92% |
$180K - $196K
|
22.6K
$1.06M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.79K+ 17.43% |
$174K - $190K
|
25.5K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.63K+ 14.13% |
$167K - $182K
|
29.3K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.52K+ 8.13% |
$162K - $177K
|
46.9K
$2.2M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.5K+ 19.84% |
$161K - $176K
|
21.2K
$994K
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.49K+ 15.16% |
$161K - $175K
|
26.5K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.32K+ 64.14% |
$153K - $166K
|
8.49K
$399K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.17K+ 54.84% |
$146K - $159K
|
8.95K
$421K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
3.04K+ 1.88% |
$140K - $153K
|
165K
$7.74M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.04KNew |
$140K - $153K
|
3.04K
$143K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.93K+ 20.66% |
$135K - $147K
|
17.1K
$804K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
2.89K+ 127.89% |
$133K - $145K
|
5.15K
$242K
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2.82K+ 6.24% |
$130K - $141K
|
48K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.5K+ 5.55% |
$115K - $125K
|
47.5K
$2.23M
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.48K+ 20.31% |
$114K - $124K
|
14.7K
$689K
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.31K+ 17.41% |
$106K - $116K
|
15.6K
$733K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.19K+ 3.27% |
$101K - $110K
|
69.3K
$3.26M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.79K+ 16.77% |
$82.4K - $89.8K
|
12.5K
$586K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 8.99% |
$82K - $89.4K
|
21.6K
$1.02M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.71K+ 4.7% |
$78.9K - $86K
|
38.2K
$1.8M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.71K+ 6.71% |
$78.6K - $85.8K
|
27.2K
$1.28M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 22.9% |
$75.6K - $82.5K
|
8.82K
$414K
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 5.07% |
$73.6K - $80.3K
|
33.2K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.51K+ 528.42% |
$69.3K - $75.6K
|
1.79K
$84.2K
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.4K+ 23.03% |
$64.4K - $70.3K
|
7.48K
$351K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.13% |
$63.2K - $68.9K
|
65.8K
$3.09M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.37K+ 2.13% |
$63.2K - $68.9K
|
65.8K
$3.09M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.37K+ 2.5% |
$63K - $68.7K
|
56.1K
$2.64M
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.33K+ 22.84% |
$61.3K - $66.8K
|
7.16K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.28K+ 1.35% |
$59K - $64.3K
|
96K
$4.51M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$56.2K - $61.3K
|
1.22K
$57.4K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.14K+ 108.98% |
$52.5K - $57.3K
|
2.19K
$103K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.13K+ 10.67% |
$52K - $56.7K
|
11.7K
$550K
|