Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
861K+ 10.86% |
$47M - $47.7M
|
8.79M
$413M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576K+ 34.01% |
$31.4M - $31.9M
|
2.27M
$107M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
514K+ 70.67% |
$28M - $28.5M
|
1.24M
$58.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 131.38% |
$7.11M - $7.22M
|
229K
$10.8M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
119KNew |
$6.49M - $6.6M
|
119K
$5.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
99.9K+ 4639.67% |
$5.45M - $5.54M
|
102K
$4.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
90.3K+ 183.28% |
$4.92M - $5.01M
|
139K
$6.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
88.6K+ 5.33% |
$4.83M - $4.91M
|
1.75M
$82.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.9K+ 24.89% |
$4.58M - $4.65M
|
421K
$19.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
81.2K+ 20.37% |
$4.43M - $4.5M
|
480K
$22.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.7K+ 63.97% |
$4.13M - $4.2M
|
194K
$9.11M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
68.8K+ 37.95% |
$3.76M - $3.82M
|
250K
$11.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.6K+ 2.98% |
$3.52M - $3.58M
|
2.23M
$105M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60K+ 9.4% |
$3.28M - $3.33M
|
699K
$32.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
59.7KNew |
$3.26M - $3.31M
|
59.7K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.6K+ 11.31% |
$3.25M - $3.3M
|
586K
$27.5M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.8KNew |
$3.15M - $3.21M
|
57.8K
$2.72M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
46.8K+ 10.1% |
$2.55M - $2.6M
|
510K
$24M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
45.9KNew |
$2.5M - $2.55M
|
45.9K
$2.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.1K+ 25.35% |
$2.41M - $2.45M
|
218K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
43.1K+ 471.39% |
$2.35M - $2.39M
|
52.2K
$2.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
41.5K+ 34.78% |
$2.26M - $2.3M
|
161K
$7.56M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$2.08M - $2.11M
|
38.1K
$1.79M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
38KNew |
$2.07M - $2.1M
|
38K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37.9K+ 10.9% |
$2.07M - $2.1M
|
385K
$18.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.4K+ 146.81% |
$1.93M - $1.96M
|
59.5K
$2.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
34.3K+ 4.63% |
$1.87M - $1.9M
|
775K
$36.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
31.3K+ 16.26% |
$1.71M - $1.73M
|
223K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
29.7K+ 76.52% |
$1.62M - $1.65M
|
68.4K
$3.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4K+ 37.84% |
$1.6M - $1.63M
|
107K
$5.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
28KNew |
$1.53M - $1.56M
|
28K
$1.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
27.4K+ 22.63% |
$1.49M - $1.52M
|
148K
$6.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 16.92% |
$1.44M - $1.47M
|
183K
$8.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
23.9K+ 42.72% |
$1.3M - $1.33M
|
79.9K
$3.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.5K+ 49.99% |
$1.06M - $1.08M
|
58.4K
$2.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
19.1K+ 115.13% |
$1.04M - $1.06M
|
35.7K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.7KNew |
$1.02M - $1.04M
|
18.7K
$877K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
17.2K+ 36.39% |
$938K - $953K
|
64.4K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 136.65% |
$926K - $941K
|
29.4K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
16.9K+ 6.66% |
$924K - $939K
|
271K
$12.7M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.3KNew |
$888K - $902K
|
16.3K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
16.2KNew |
$884K - $899K
|
16.2K
$762K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15.5K+ 36.73% |
$847K - $861K
|
57.8K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
15.3KNew |
$836K - $850K
|
15.3K
$720K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 19.93% |
$826K - $840K
|
91.2K
$4.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
15K+ 118.34% |
$818K - $832K
|
27.7K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
13.2K+ 5.3% |
$720K - $732K
|
262K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$705K - $716K
|
12.9K
$607K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
12.7K+ 10.46% |
$692K - $704K
|
134K
$6.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
12K+ 32.61% |
$657K - $668K
|
49K
$2.3M
|