Purchases and Sales Made in Q4 2022 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q4 2022. 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, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
6.8M
New
$307M - $327M
6.8M $320M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
838K
+ 6.33%
$37.8M - $40.3M
14.1M $661M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
708K
+ 63.74%
$31.9M - $34M
1.82M $85.4M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
708K
+ 63.74%
$31.9M - $34M
1.82M $85.4M
Feb 13, 2023 Q4 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
284K
New
$12.8M - $13.6M
284K $13.3M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
194K
New
$8.76M - $9.33M
194K $9.13M
Feb 10, 2023 Q4 2022
Divergent Wealth Advisors

BUY
 -
168K
New
$7.57M - $8.06M
168K $7.89M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
141K
+ 36.43%
$6.38M - $6.79M
529K $24.9M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
107K
+ 1.88%
$4.83M - $5.15M
5.82M $273M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
104K
+ 26.22%
$4.71M - $5.01M
502K $23.6M
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
78K
+ 353.61%
$3.52M - $3.75M
100K $4.7M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
68K
+ 42.49%
$3.07M - $3.26M
228K $10.7M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
67.3K
+ 31.52%
$3.04M - $3.23M
281K $13.2M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
66.9K
+ 10.06%
$3.02M - $3.21M
732K $34.4M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
57.7K
+ 13.38%
$2.6M - $2.77M
489K $23M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
57.1K
+ 51.31%
$2.58M - $2.74M
168K $7.91M
Feb 07, 2023 Q4 2022
Retirement Capital Strategies

BUY
 -
54.2K
New
$2.44M - $2.6M
54.2K $2.55M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
50.2K
+ 2.28%
$2.26M - $2.41M
2.25M $106M
Feb 03, 2023 Q4 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
48.2K
+ 48.54%
$2.18M - $2.32M
148K $6.94M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
41.4K
+ 415.28%
$1.87M - $1.99M
51.4K $2.42M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
39.4K
New
$1.78M - $1.89M
39.4K $1.85M
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
35.7K
+ 37.64%
$1.61M - $1.72M
131K $6.14M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
28.4K
+ 5.29%
$1.28M - $1.36M
566K $26.6M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.6K
+ 38.42%
$1.2M - $1.28M
96K $4.51M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
26K
+ 169.51%
$1.17M - $1.25M
41.3K $1.94M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
25.9K
+ 9.99%
$1.17M - $1.24M
285K $13.4M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
19.1K
+ 15.13%
$863K - $919K
146K $6.84M
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
19K
+ 346.65%
$856K - $911K
24.4K $1.15M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
18.9K
New
$855K - $910K
18.9K $890K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
18.6K
+ 3.44%
$839K - $893K
560K $26.3M
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
16.9K
+ 3.19%
$764K - $813K
548K $25.7M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.8K
+ 834.08%
$756K - $805K
18.8K $882K
Jun 21, 2023 Q4 2022
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
16.7K
New
$754K - $803K
16.7K $785K
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

BUY
 -
16.2K
New
$730K - $777K
16.2K $760K
Jan 17, 2023 Q4 2022
Blb&B Advisors, LLC

BUY
 -
16.2K
+ 158.71%
$730K - $777K
26.4K $1.24M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
16.1K
+ 1.29%
$727K - $774K
1.27M $59.5M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
15.1K
+ 317.36%
$680K - $724K
19.8K $931K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
14.8K
+ 11.65%
$670K - $713K
142K $6.69M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
14.8K
New
$666K - $709K
14.8K $693K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
14.6K
+ 31.4%
$659K - $702K
61.1K $2.87M
Jan 11, 2023 Q4 2022
Aprio Wealth Management, LLC

BUY
 -
14.1K
+ 268.1%
$635K - $676K
19.3K $908K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
13.8K
+ 98.23%
$622K - $662K
27.8K $1.31M
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
13.8K
New
$621K - $662K
13.8K $647K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
12.4K
+ 33.81%
$560K - $596K
49.1K $2.31M
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
12.2K
+ 76.82%
$550K - $585K
28K $1.32M
Feb 07, 2023 Q4 2022
Cardinal Point Wealth Management Partners, LLC

BUY
 -
11.8K
+ 236.9%
$530K - $564K
16.7K $785K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
11.6K
+ 128.74%
$524K - $558K
20.6K $970K
Feb 08, 2023 Q4 2022
Ameraudi Asset Management, Inc.

BUY
 -
11.6K
New
$524K - $557K
11.6K $545K
Feb 08, 2023 Q4 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
11.4K
New
$514K - $547K
11.4K $535K

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