Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
114+ 0.96% |
$5.14K - $5.48K
|
12K
$563K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
110+ 2.07% |
$4.96K - $5.28K
|
5.43K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
104+ 0.89% |
$4.69K - $5K
|
11.8K
$557K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
103New |
$4.65K - $4.95K
|
103
$4.84K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98New |
$4.42K - $4.71K
|
98
$4.61K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
84+ 0.52% |
$3.79K - $4.04K
|
16.3K
$766K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
81+ 0.67% |
$3.65K - $3.89K
|
12.2K
$571K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 0.82% |
$2.48K - $2.64K
|
6.72K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54+ 1.23% |
$2.44K - $2.59K
|
4.46K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.56% |
$2.17K - $2.31K
|
1.92K
$90.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
29+ 3.31% |
$1.31K - $1.39K
|
905
$42.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
23New |
$1.04K - $1.1K
|
23
$1.08K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
21+ 17.07% |
$948 - $1.01K
|
144
$6.77K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 13.68% |
$587 - $625
|
108
$5.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 0.75% |
$361 - $384
|
1.08K
$50.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5+ 0.05% |
$226 - $240
|
9.4K
$442K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 0.32% |
$180 - $192
|
1.26K
$59.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.08% |
$180 - $192
|
5.17K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4New |
$180 - $192
|
4
$188
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$180 - $192
|
453
$21.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.1 - $48
|
13.9K
$655K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.52% |
$45.1 - $48
|
194
$9.12K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3- 0.02% |
$135 - $144
|
14.7K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 0.12% |
$722 - $769
|
13.8K
$651K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 70.91% |
$1.76K - $1.87K
|
16
$752
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51- 0.74% |
$2.3K - $2.45K
|
6.81K
$320K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-60- 28.57% |
$2.71K - $2.88K
|
150
$7.05K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-74- 9.12% |
$3.34K - $3.55K
|
737
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-75- 0.86% |
$3.38K - $3.6K
|
8.68K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 1.32% |
$4.11K - $4.37K
|
6.78K
$318K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-101- 2.17% |
$4.56K - $4.85K
|
4.56K
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-115- 4.95% |
$5.19K - $5.52K
|
2.21K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-125- 2.02% |
$5.64K - $6.01K
|
6.06K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174- 5.73% |
$7.85K - $8.36K
|
2.87K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-191- 3.29% |
$8.62K - $9.18K
|
5.62K
$264K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-218- 17.45% |
$9.84K - $10.5K
|
1.03K
$48.4K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-227- 0.98% |
$10.2K - $10.9K
|
23K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-278- 2.18% |
$12.5K - $13.4K
|
12.5K
$587K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-302- 2.58% |
$13.6K - $14.5K
|
11.4K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-319- 1.2% |
$14.4K - $15.3K
|
26.3K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-334- 6.18% |
$15.1K - $16K
|
5.07K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-346- 2.38% |
$15.6K - $16.6K
|
14.2K
$666K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-361- 5.39% |
$16.3K - $17.3K
|
6.33K
$298K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-363- 2.46% |
$16.4K - $17.4K
|
14.4K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-375- 1.33% |
$16.9K - $18K
|
27.8K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-412- 80.78% |
$18.6K - $19.8K
|
98
$4.61K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-420- 2.09% |
$19K - $20.2K
|
19.6K
$922K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-436- 9.2% |
$19.7K - $20.9K
|
4.3K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-450- 8.48% |
$20.3K - $21.6K
|
4.86K
$228K
|