Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91M+ 46.58% |
$131M - $138M
|
9.15M
$430M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32M+ 32.12% |
$59.7M - $62.7M
|
5.44M
$255M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1MNew |
$49.9M - $52.4M
|
1.1M
$51.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
624K+ 50.78% |
$28.2M - $29.6M
|
1.85M
$87.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
611K+ 49.2% |
$27.6M - $29M
|
1.85M
$87.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
404K+ 222.91% |
$18.3M - $19.2M
|
585K
$27.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
386K+ 42.95% |
$17.5M - $18.3M
|
1.29M
$60.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
283K+ 93.58% |
$12.8M - $13.4M
|
586K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
250K+ 13.58% |
$11.3M - $11.8M
|
2.09M
$98.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
227K+ 39.29% |
$10.3M - $10.8M
|
804K
$37.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
175K+ 23.36% |
$7.9M - $8.29M
|
923K
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
135KNew |
$6.12M - $6.43M
|
135K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 15.72% |
$5.44M - $5.71M
|
886K
$41.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
104K+ 396.6% |
$4.71M - $4.94M
|
131K
$6.13M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
104K+ 108.23% |
$4.69M - $4.92M
|
200K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.7KNew |
$4.46M - $4.68M
|
98.7K
$4.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
85.5K+ 42.4% |
$3.86M - $4.05M
|
287K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
82.2K+ 172.35% |
$3.71M - $3.9M
|
130K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78.1K+ 212.31% |
$3.53M - $3.7M
|
115K
$5.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65K+ 23.79% |
$2.94M - $3.08M
|
338K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58.1K+ 11.0% |
$2.62M - $2.75M
|
586K
$27.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.1K+ 20.09% |
$2.54M - $2.66M
|
335K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 499.48% |
$2.24M - $2.35M
|
59.6K
$2.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.1KNew |
$1.95M - $2.04M
|
43.1K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
39.6K+ 30.12% |
$1.79M - $1.88M
|
171K
$8.04M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34K+ 37.9% |
$1.54M - $1.61M
|
124K
$5.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
33.9K+ 67.08% |
$1.53M - $1.61M
|
84.4K
$3.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
32K+ 93.91% |
$1.45M - $1.52M
|
66.1K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
30.6K+ 426.2% |
$1.38M - $1.45M
|
37.8K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
29K+ 13.47% |
$1.31M - $1.38M
|
244K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27KNew |
$1.22M - $1.28M
|
27K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 29.19% |
$1.12M - $1.17M
|
109K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.2K+ 3.92% |
$1.05M - $1.1M
|
615K
$28.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
22.7K+ 14.16% |
$1.03M - $1.08M
|
183K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7K+ 7.12% |
$937K - $984K
|
312K
$14.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 15.55% |
$901K - $946K
|
148K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.9KNew |
$899K - $943K
|
19.9K
$935K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
18.2K+ 4.83% |
$823K - $863K
|
395K
$18.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
17.9KNew |
$810K - $850K
|
17.9K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.3K+ 23.32% |
$783K - $822K
|
91.6K
$4.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16.2K+ 16.79% |
$734K - $770K
|
113K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.6K+ 7.64% |
$704K - $738K
|
219K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.5K+ 21.46% |
$701K - $736K
|
87.8K
$4.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.1K+ 92.95% |
$683K - $717K
|
31.4K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.6K+ 5.74% |
$658K - $691K
|
268K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 9.84% |
$648K - $680K
|
160K
$7.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.7K+ 11.71% |
$619K - $650K
|
131K
$6.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.5K+ 26.16% |
$520K - $546K
|
55.5K
$2.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.4K+ 1563.47% |
$517K - $542K
|
12.2K
$571K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
11.2K+ 38.21% |
$508K - $533K
|
40.7K
$1.91M
|