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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 29.15% |
$473K - $497K
|
46.4K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
10.2K+ 70.52% |
$462K - $484K
|
24.7K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1K+ 5.57% |
$459K - $481K
|
192K
$8.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10KNew |
$453K - $476K
|
10K
$468K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.92K+ 52.78% |
$449K - $471K
|
28.7K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.71K+ 160.65% |
$439K - $460K
|
15.8K
$735K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.63KNew |
$435K - $457K
|
9.63K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.56K+ 35.54% |
$432K - $453K
|
36.5K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.32K+ 5.3% |
$421K - $442K
|
185K
$8.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
9.03K+ 135.46% |
$408K - $428K
|
15.7K
$733K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.81K+ 57.07% |
$398K - $418K
|
24.2K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
8.79K+ 1.76% |
$397K - $417K
|
509K
$23.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
8.77K+ 1.5% |
$397K - $416K
|
593K
$27.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
8.77KNew |
$396K - $416K
|
8.77K
$409K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.69K+ 147.1% |
$393K - $412K
|
14.6K
$681K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.63K+ 115.87% |
$390K - $409K
|
16.1K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
8.62K+ 3.17% |
$389K - $409K
|
280K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.43KNew |
$381K - $400K
|
8.43K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.06KNew |
$364K - $382K
|
8.06K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7.93K+ 23.37% |
$358K - $376K
|
41.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.93KNew |
$358K - $376K
|
7.93K
$370K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.71K+ 50.0% |
$349K - $366K
|
23.1K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
7.7K+ 1.36% |
$348K - $365K
|
575K
$26.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.39KNew |
$334K - $350K
|
7.39K
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6.99K+ 19.06% |
$316K - $332K
|
43.7K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.79K+ 61.96% |
$307K - $322K
|
17.8K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 179.56% |
$304K - $319K
|
10.5K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.6K+ 12.65% |
$298K - $313K
|
58.7K
$2.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.35KNew |
$287K - $301K
|
6.35K
$297K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.31K+ 5.09% |
$285K - $299K
|
130K
$6.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.94K+ 128.42% |
$268K - $282K
|
10.6K
$493K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.32K+ 64.93% |
$241K - $252K
|
13.5K
$631K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
5.13KNew |
$232K - $243K
|
5.13K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.12K+ 178.19% |
$232K - $243K
|
8K
$373K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
4.88K+ 8.37% |
$220K - $231K
|
63.2K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.84K+ 1.57% |
$219K - $230K
|
312K
$14.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.83K+ 19.62% |
$218K - $229K
|
29.5K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 34.89% |
$214K - $225K
|
18.3K
$856K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.7KNew |
$213K - $223K
|
4.7K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.67KNew |
$211K - $222K
|
4.67K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.59KNew |
$208K - $218K
|
4.59K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.59KNew |
$207K - $218K
|
4.59K
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.53KNew |
$205K - $215K
|
4.53K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.45KNew |
$201K - $211K
|
4.45K
$208K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.3K+ 33.16% |
$194K - $204K
|
17.3K
$807K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.26KNew |
$192K - $202K
|
4.26K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.12K+ 16.96% |
$186K - $195K
|
28.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.06K+ 30.36% |
$184K - $193K
|
17.4K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
4.02KNew |
$182K - $191K
|
4.02K
$188K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.79K+ 53.21% |
$171K - $180K
|
10.9K
$509K
|