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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
261+ 9.76% |
$14.2K - $14.5K
|
2.93K
$138K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
250+ 5.47% |
$13.6K - $13.9K
|
4.82K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 25.0% |
$10.9K - $11.1K
|
1K
$47K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 25.0% |
$10.9K - $11.1K
|
1K
$47K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
160+ 96.97% |
$8.73K - $8.87K
|
325
$15.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
132+ 0.36% |
$7.2K - $7.32K
|
36.9K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
105+ 1.52% |
$5.73K - $5.82K
|
7.01K
$329K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
76+ 0.66% |
$4.15K - $4.21K
|
11.6K
$544K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70+ 7.31% |
$3.82K - $3.88K
|
1.03K
$48.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 1.84% |
$3.71K - $3.77K
|
3.76K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65+ 0.31% |
$3.55K - $3.6K
|
21K
$986K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
59New |
$3.22K - $3.27K
|
59
$2.77K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
50+ 0.41% |
$2.73K - $2.77K
|
12.1K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
37+ 0.58% |
$2.02K - $2.05K
|
6.39K
$300K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 5.79% |
$1.36K - $1.39K
|
457
$21.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
23New |
$1.25K - $1.28K
|
23
$1.08K
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
23+ 0.42% |
$1.25K - $1.28K
|
5.47K
$257K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17+ 1.35% |
$928 - $943
|
1.27K
$59.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
17New |
$928 - $943
|
17
$799
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
8+ 0.16% |
$436 - $444
|
5.1K
$240K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8+ 0.1% |
$436 - $444
|
7.93K
$372K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$54.6 - $55.5
|
5.87K
$276K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-2- 0.02% |
$109 - $111
|
12.1K
$569K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.1% |
$218 - $222
|
3.83K
$180K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11- 2.4% |
$600 - $610
|
448
$21.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21- 0.7% |
$1.15K - $1.16K
|
3K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 36.46% |
$3.6K - $3.66K
|
115
$5.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-70- 0.68% |
$3.82K - $3.88K
|
10.3K
$483K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80Closed |
$4.36K - $4.44K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106Closed |
$5.78K - $5.88K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-190- 3.2% |
$10.4K - $10.5K
|
5.75K
$270K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-261- 96.67% |
$14.2K - $14.5K
|
9
$423
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-289- 6.0% |
$15.8K - $16K
|
4.53K
$213K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-315- 0.99% |
$17.2K - $17.5K
|
31.5K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-501- 4.84% |
$27.3K - $27.8K
|
9.86K
$463K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-620- 11.22% |
$33.8K - $34.4K
|
4.91K
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-634- 5.32% |
$34.6K - $35.2K
|
11.3K
$530K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-839- 0.25% |
$45.8K - $46.5K
|
336K
$15.8M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-901- 15.29% |
$49.2K - $50K
|
4.99K
$235K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1KClosed |
$54.7K - $55.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 10.02% |
$72.5K - $73.7K
|
11.9K
$560K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.59K- 20.51% |
$86.6K - $88K
|
6.15K
$289K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.92K- 9.41% |
$105K - $106K
|
18.5K
$868K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-2.08K- 3.36% |
$113K - $115K
|
59.7K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 4.81% |
$118K - $120K
|
42.7K
$2M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.24K- 10.02% |
$122K - $124K
|
20.2K
$947K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.83KClosed |
$154K - $157K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.7KClosed |
$202K - $205K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.08KClosed |
$223K - $226K
|
0
$0
|