Purchases and Sales Made in Q3 2025 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 2025. 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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
597K+ 8.03% |
$28M - $28.8M
|
8.03M
$385M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
303K+ 3807.78% |
$14.2M - $14.6M
|
311K
$14.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
240K+ 126.57% |
$11.2M - $11.6M
|
429K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160K+ 43.8% |
$7.5M - $7.73M
|
526K
$25.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
108KNew |
$5.05M - $5.2M
|
108K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
89.9K+ 11.09% |
$4.21M - $4.34M
|
901K
$43.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68K+ 10.1% |
$3.18M - $3.28M
|
741K
$35.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58.3K+ 138.9% |
$2.73M - $2.82M
|
100K
$4.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.54M - $1.59M
|
32.9K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
30KNew |
$1.4M - $1.45M
|
30K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.1K+ 32.59% |
$894K - $921K
|
77.7K
$3.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.4K+ 22.12% |
$816K - $840K
|
96.1K
$4.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 3.02% |
$743K - $765K
|
540K
$25.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 7.99% |
$733K - $755K
|
211K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 9.42% |
$699K - $720K
|
173K
$8.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
14.8KNew |
$694K - $715K
|
14.8K
$710K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 61.7% |
$682K - $703K
|
38.2K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.5KNew |
$634K - $653K
|
13.5K
$649K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.3K+ 11.66% |
$625K - $644K
|
128K
$6.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
11.3KNew |
$528K - $544K
|
11.3K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 8.81% |
$528K - $544K
|
139K
$6.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 10.44% |
$522K - $538K
|
118K
$5.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.2K+ 88.92% |
$480K - $494K
|
21.8K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 1.64% |
$442K - $455K
|
586K
$28.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.23K+ 4.28% |
$432K - $445K
|
225K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9.12K+ 42.37% |
$427K - $440K
|
30.6K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.66K+ 3.65% |
$406K - $418K
|
246K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.5K+ 4.3% |
$398K - $410K
|
206K
$9.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.16K+ 3.94% |
$382K - $394K
|
215K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.07K+ 2.78% |
$378K - $390K
|
298K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.09KNew |
$332K - $342K
|
7.09K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.84KNew |
$320K - $330K
|
6.84K
$328K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.32K+ 31.26% |
$296K - $305K
|
26.5K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.27K+ 31.89% |
$294K - $303K
|
26K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.77KNew |
$270K - $278K
|
5.77K
$276K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 38.72% |
$262K - $270K
|
20K
$960K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.48KNew |
$257K - $264K
|
5.48K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.91K+ 18.15% |
$230K - $237K
|
31.9K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.79K+ 89.87% |
$224K - $231K
|
10.1K
$485K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 6.72% |
$222K - $229K
|
75.3K
$3.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.72KNew |
$221K - $228K
|
4.72K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.7K+ 4.54% |
$220K - $227K
|
108K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.62KNew |
$216K - $223K
|
4.62K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.53K+ 13.59% |
$212K - $219K
|
37.9K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.43KNew |
$208K - $214K
|
4.43K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.36KNew |
$204K - $210K
|
4.36K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.26K+ 2.11% |
$200K - $206K
|
207K
$9.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.23K+ 59.8% |
$198K - $204K
|
11.3K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$197K - $203K
|
4.2K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.06K+ 3.33% |
$190K - $196K
|
126K
$6.03M
|