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 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
71+ 0.28% |
$3.21K - $3.37K
|
25.8K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
70+ 17.5% |
$3.16K - $3.32K
|
470
$21.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
65+ 0.31% |
$2.94K - $3.08K
|
21.4K
$998K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
65+ 44.83% |
$2.94K - $3.08K
|
210
$9.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
58+ 0.73% |
$2.62K - $2.75K
|
7.99K
$373K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
45+ 20.45% |
$2.03K - $2.13K
|
265
$12.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44New |
$1.99K - $2.09K
|
44
$2.05K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 0.49% |
$1.94K - $2.04K
|
8.77K
$410K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
43+ 0.14% |
$1.94K - $2.04K
|
30.2K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 15.41% |
$1.94K - $2.04K
|
322
$15K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
32New |
$1.45K - $1.52K
|
32
$1.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
28+ 0.52% |
$1.27K - $1.33K
|
5.39K
$252K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27+ 2.42% |
$1.22K - $1.28K
|
1.15K
$53.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22+ 2.93% |
$994 - $1.04K
|
773
$36.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
14+ 0.02% |
$633 - $664
|
79.8K
$3.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 1.06% |
$542 - $569
|
1.14K
$53.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
12+ 0.17% |
$542 - $569
|
7.18K
$335K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 8.51% |
$542 - $569
|
153
$7.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10+ 8.0% |
$452 - $474
|
135
$6.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 10.1% |
$452 - $474
|
109
$5.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.41% |
$407 - $427
|
2.23K
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 1.9% |
$362 - $379
|
428
$20K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8+ 0.61% |
$362 - $379
|
1.33K
$61.9K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.83% |
$316 - $332
|
846
$39.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.87% |
$181 - $190
|
463
$21.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2- 0.04% |
$90.4 - $94.9
|
4.51K
$211K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-3- 0.08% |
$136 - $142
|
3.65K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-17- 68.0% |
$768 - $806
|
8
$374
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-25- 0.06% |
$1.13K - $1.19K
|
44.4K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 0.16% |
$1.81K - $1.9K
|
25K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55- 1.08% |
$2.49K - $2.61K
|
5.03K
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 4.02% |
$2.67K - $2.8K
|
1.41K
$65.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.19% |
$3.48K - $3.65K
|
40.2K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-78- 0.5% |
$3.53K - $3.7K
|
15.5K
$724K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-83- 0.45% |
$3.75K - $3.94K
|
18.4K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-94- 0.78% |
$4.25K - $4.46K
|
11.9K
$556K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-137- 0.34% |
$6.19K - $6.5K
|
40.4K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-142- 0.28% |
$6.42K - $6.74K
|
50.3K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-306- 2.71% |
$13.8K - $14.5K
|
11K
$512K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-352- 6.71% |
$15.9K - $16.7K
|
4.9K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-435- 2.42% |
$19.7K - $20.6K
|
17.5K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-487- 10.39% |
$22K - $23.1K
|
4.2K
$196K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-504- 3.14% |
$22.8K - $23.9K
|
15.5K
$725K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-543- 5.31% |
$24.5K - $25.8K
|
9.68K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-619- 2.13% |
$28K - $29.4K
|
28.4K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-658- 4.35% |
$29.7K - $31.2K
|
14.5K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-670- 6.08% |
$30.3K - $31.8K
|
10.4K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-734- 3.4% |
$33.2K - $34.8K
|
20.9K
$975K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-823- 11.02% |
$37.2K - $39K
|
6.65K
$310K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-848- 8.48% |
$38.3K - $40.2K
|
9.15K
$427K
|