Purchases and Sales Made in Q3 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

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 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
946
+ 18.93%
$42.8K - $44.9K
5.94K $279K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
914
New
$41.3K - $43.4K
914 $42.9K
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
858
+ 16.01%
$38.8K - $40.7K
6.22K $292K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
853
+ 5.96%
$38.6K - $40.5K
15.2K $713K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
836
+ 16.29%
$37.8K - $39.7K
5.97K $280K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
813
New
$36.7K - $38.6K
813 $38.2K
Oct 25, 2023 Q3 2023
Jb Capital LLC

BUY
 -
805
+ 16.85%
$36.4K - $38.2K
5.58K $262K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
785
+ 4.57%
$35.5K - $37.2K
18K $845K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
760
+ 15.94%
$34.4K - $36K
5.53K $260K
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
731
+ 2.21%
$33K - $34.7K
33.8K $1.59M
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
678
+ 13.87%
$30.6K - $32.2K
5.57K $262K
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
649
+ 15.19%
$29.3K - $30.8K
4.92K $231K
Oct 31, 2023 Q3 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
570
+ 12.89%
$25.8K - $27K
4.99K $235K
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

BUY
 -
550
+ 7.01%
$24.9K - $26.1K
8.4K $395K
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
516
+ 3.74%
$23.3K - $24.5K
14.3K $673K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
514
+ 4.08%
$23.2K - $24.4K
13.1K $616K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
506
+ 10.29%
$22.9K - $24K
5.42K $255K
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
503
+ 9.83%
$22.7K - $23.9K
5.62K $264K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
489
+ 188.08%
$22.1K - $23.2K
749 $35.2K
Dec 06, 2023 Q3 2023
Financial Insights, Inc.

BUY
 -
486
+ 7.03%
$22K - $23.1K
7.4K $348K
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
459
+ 0.9%
$20.7K - $21.8K
51.5K $2.42M
Oct 16, 2023 Q3 2023
Benchmark Wealth Management, LLC

BUY
 -
458
+ 4.98%
$20.7K - $21.7K
9.65K $453K
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
453
+ 4.61%
$20.5K - $21.5K
10.3K $483K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
451
+ 8.19%
$20.4K - $21.4K
5.96K $280K
Oct 11, 2023 Q3 2023
Stonehearth Capital Management, LLC

BUY
 -
443
+ 2.14%
$20K - $21K
21.2K $994K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
443
+ 3.0%
$20K - $21K
15.2K $715K
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
385
+ 0.85%
$17.4K - $18.3K
45.8K $2.15M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
382
+ 10.23%
$17.3K - $18.1K
4.12K $193K
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

BUY
 -
380
+ 3.26%
$17.2K - $18K
12.1K $566K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
369
+ 1.84%
$16.7K - $17.5K
20.4K $957K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
307
+ 6.12%
$13.9K - $14.6K
5.32K $250K
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
292
+ 3.78%
$13.2K - $13.8K
8.02K $377K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
280
+ 8.25%
$12.7K - $13.3K
3.68K $173K
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

BUY
 -
270
+ 0.8%
$12.2K - $12.8K
34K $1.6M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
250
+ 5.38%
$11.3K - $11.9K
4.9K $230K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
244
+ 15.79%
$11K - $11.6K
1.79K $84.1K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
210
+ 0.45%
$9.49K - $9.96K
47.3K $2.22M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
198
+ 16.24%
$8.95K - $9.39K
1.42K $66.6K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
185
+ 0.92%
$8.36K - $8.77K
20.4K $958K
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

BUY
 -
182
+ 2.08%
$8.23K - $8.63K
8.93K $419K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
181
+ 1.84%
$8.18K - $8.58K
10K $470K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
176
+ 2.78%
$7.96K - $8.35K
6.51K $306K
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
175
+ 3.64%
$7.91K - $8.3K
4.98K $234K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
159
+ 12.95%
$7.19K - $7.54K
1.39K $65.2K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
150
+ 1.44%
$6.78K - $7.11K
10.6K $498K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
143
+ 1.45%
$6.46K - $6.78K
10K $470K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
124
+ 1.31%
$5.6K - $5.88K
9.57K $450K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
90
New
$4.07K - $4.27K
90 $4.23K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
88
+ 0.8%
$3.98K - $4.17K
11.1K $523K

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