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 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 43.89% |
$177K - $180K
|
10.6K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.08K+ 132.19% |
$168K - $171K
|
5.41K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.81K+ 23.51% |
$153K - $156K
|
14.8K
$694K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2.78K+ 3.13% |
$152K - $154K
|
91.7K
$4.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$143K - $145K
|
2.62K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.58K+ 12.93% |
$141K - $143K
|
22.5K
$1.06M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.54K+ 15.66% |
$138K - $141K
|
18.7K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.41K+ 51.06% |
$131K - $133K
|
7.12K
$335K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.17K+ 3.74% |
$118K - $120K
|
60.3K
$2.83M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.17K+ 3.74% |
$118K - $120K
|
60.3K
$2.83M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.1K+ 54.49% |
$115K - $117K
|
5.97K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.94K+ 4.55% |
$106K - $108K
|
44.6K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.9K+ 542.86% |
$104K - $105K
|
2.25K
$106K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.82K+ 42.13% |
$99.1K - $101K
|
6.13K
$288K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.72KNew |
$94.1K - $95.6K
|
1.72K
$81K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
1.7K+ 24.37% |
$92.8K - $94.3K
|
8.68K
$408K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.66K+ 20.93% |
$90.4K - $91.9K
|
9.57K
$450K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.61K+ 17.14% |
$87.8K - $89.3K
|
11K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 1.88% |
$85.9K - $87.3K
|
85.5K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.49K+ 12.09% |
$81.2K - $82.6K
|
13.8K
$649K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.48KNew |
$80.9K - $82.2K
|
1.48K
$69.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.37K+ 3.56% |
$74.9K - $76.1K
|
39.9K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 1.48% |
$74.7K - $75.9K
|
94.1K
$4.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.37K+ 13.96% |
$74.6K - $75.8K
|
11.2K
$524K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34KNew |
$73.3K - $74.5K
|
1.34K
$63.2K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.33K+ 6.8% |
$72.5K - $73.7K
|
20.9K
$980K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.27K+ 12.25% |
$69.1K - $70.3K
|
11.6K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.07K+ 11.73% |
$58.3K - $59.2K
|
10.2K
$478K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 28.42% |
$57.2K - $58.1K
|
4.74K
$223K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.01K+ 24.21% |
$55.3K - $56.2K
|
5.2K
$244K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$54.6K - $55.5K
|
1K
$47K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
990+ 5.54% |
$54K - $54.9K
|
18.9K
$886K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
965+ 9.3% |
$52.7K - $53.5K
|
11.3K
$533K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
949+ 14.0% |
$51.8K - $52.6K
|
7.73K
$363K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
860+ 7.32% |
$46.9K - $47.7K
|
12.6K
$593K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
860+ 2.31% |
$46.9K - $47.7K
|
38.1K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
791New |
$43.2K - $43.9K
|
791
$37.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
768+ 26.75% |
$41.9K - $42.6K
|
3.64K
$171K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
714+ 7.31% |
$39K - $39.6K
|
10.5K
$493K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
637+ 0.58% |
$34.8K - $35.3K
|
110K
$5.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
634+ 14.76% |
$34.6K - $35.2K
|
4.93K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
634+ 27.52% |
$34.6K - $35.2K
|
2.94K
$138K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
625+ 4.81% |
$34.1K - $34.7K
|
13.6K
$640K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
619+ 0.45% |
$33.8K - $34.3K
|
138K
$6.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
517+ 55.59% |
$28.2K - $28.7K
|
1.45K
$68K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
513New |
$28K - $28.5K
|
513
$24.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
463+ 2.79% |
$25.3K - $25.7K
|
17.1K
$802K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
449New |
$24.5K - $24.9K
|
449
$21.1K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
444New |
$24.2K - $24.6K
|
444
$20.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
386+ 2.42% |
$21.1K - $21.4K
|
16.4K
$769K
|