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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.93K- 10.82% |
$231K - $238K
|
40.6K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-5.02K- 50.1% |
$235K - $242K
|
5K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.99K- 7.09% |
$468K - $482K
|
131K
$6.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.3K- 1.53% |
$482K - $496K
|
662K
$31.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 64.89% |
$511K - $527K
|
5.9K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19.5K- 22.78% |
$914K - $942K
|
66.2K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.6K- 11.0% |
$1.15M - $1.19M
|
199K
$9.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-33.3K- 6.61% |
$1.56M - $1.61M
|
470K
$22.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50.2K- 5.98% |
$2.35M - $2.42M
|
789K
$37.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80.2K- 49.96% |
$3.76M - $3.87M
|
80.3K
$3.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-131KClosed |
$6.12M - $6.31M
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87M- 32.13% |
$87.6M - $90.3M
|
3.95M
$189M
|