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
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.11K+ 19.82% |
$50.9K - $55.6K
|
6.69K
$315K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.09K+ 11.53% |
$50.3K - $54.8K
|
10.6K
$496K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.06K+ 74.67% |
$49K - $53.4K
|
2.49K
$117K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.06K+ 74.67% |
$49K - $53.4K
|
2.49K
$117K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06K+ 5.32% |
$48.7K - $53.1K
|
21K
$985K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.05K+ 8.91% |
$48.4K - $52.7K
|
12.8K
$604K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 5.39% |
$47.8K - $52.1K
|
20.3K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 23.52% |
$47.4K - $51.6K
|
5.4K
$254K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02KNew |
$46.8K - $51K
|
1.02K
$47.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.02K+ 15.68% |
$46.8K - $51K
|
7.5K
$353K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 17.3% |
$46.6K - $50.8K
|
6.87K
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
986+ 6.47% |
$45.4K - $49.5K
|
16.2K
$762K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
962New |
$44.3K - $48.3K
|
962
$45.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
903+ 16.03% |
$41.6K - $45.3K
|
6.54K
$307K
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
849+ 4.03% |
$39.1K - $42.6K
|
21.9K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
805New |
$37K - $40.4K
|
805
$37.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
803+ 9.77% |
$37K - $40.3K
|
9.03K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
766+ 8.17% |
$35.3K - $38.4K
|
10.1K
$477K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
695+ 204.41% |
$32K - $34.9K
|
1.04K
$48.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
622+ 1.82% |
$28.6K - $31.2K
|
34.8K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
582+ 4.36% |
$26.8K - $29.2K
|
13.9K
$654K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
568+ 2.43% |
$26.1K - $28.5K
|
24K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
564+ 5.78% |
$26K - $28.3K
|
10.3K
$485K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
515+ 9.08% |
$23.7K - $25.8K
|
6.19K
$291K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
510New |
$23.5K - $25.6K
|
510
$24K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
502+ 10.77% |
$23.1K - $25.2K
|
5.16K
$243K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
472+ 11.26% |
$21.7K - $23.7K
|
4.66K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
461+ 9.2% |
$21.2K - $23.1K
|
5.47K
$257K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
461+ 1.0% |
$21.2K - $23.1K
|
46.4K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
401+ 2110.53% |
$18.5K - $20.1K
|
420
$19.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
322+ 42.54% |
$14.8K - $16.2K
|
1.08K
$50.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308New |
$14.2K - $15.5K
|
308
$14.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
267+ 1.47% |
$12.3K - $13.4K
|
18.5K
$868K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
260New |
$12K - $13K
|
260
$12.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
240+ 1.21% |
$11K - $12K
|
20.1K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
224+ 1.28% |
$10.3K - $11.2K
|
17.8K
$835K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$9.89K - $10.8K
|
215
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$9.66K - $10.5K
|
210
$9.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202New |
$9.3K - $10.1K
|
202
$9.49K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
184+ 2044.44% |
$8.47K - $9.23K
|
193
$9.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
171New |
$7.87K - $8.58K
|
171
$8.04K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
164+ 1.78% |
$7.55K - $8.23K
|
9.39K
$441K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
155+ 7750.0% |
$7.13K - $7.78K
|
157
$7.38K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
151+ 1.85% |
$6.95K - $7.58K
|
8.3K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 1.52% |
$6.03K - $6.57K
|
8.76K
$412K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
110+ 0.38% |
$5.06K - $5.52K
|
29K
$1.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
108+ 0.89% |
$4.97K - $5.42K
|
12.2K
$573K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78+ 1.49% |
$3.59K - $3.91K
|
5.32K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
58+ 0.5% |
$2.67K - $2.91K
|
11.7K
$552K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55New |
$2.53K - $2.76K
|
55
$2.58K
|