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 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-473- 13.25% |
$21.3K - $22.7K
|
3.1K
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-479- 0.71% |
$21.6K - $23K
|
67K
$3.13M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-521- 4.45% |
$23.5K - $25K
|
11.2K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-523- 5.39% |
$23.6K - $25.1K
|
9.19K
$429K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-540- 9.67% |
$24.4K - $25.9K
|
5.05K
$236K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-556- 1.92% |
$25.1K - $26.7K
|
28.4K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-608- 5.76% |
$27.4K - $29.2K
|
9.95K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-619- 12.02% |
$27.9K - $29.7K
|
4.53K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-640- 10.73% |
$28.9K - $30.7K
|
5.33K
$249K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-719- 4.73% |
$32.4K - $34.5K
|
14.5K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-743- 13.46% |
$33.5K - $35.7K
|
4.78K
$223K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-791- 5.84% |
$35.7K - $38K
|
12.8K
$596K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-832- 18.41% |
$37.5K - $40K
|
3.69K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-934- 7.18% |
$42.1K - $44.9K
|
12.1K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-983- 54.89% |
$44.4K - $47.2K
|
808
$37.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.6% |
$45.4K - $48.4K
|
62.1K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 9.29% |
$45.9K - $48.9K
|
9.93K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 8.54% |
$48.1K - $51.2K
|
11.4K
$532K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.5K- 6.82% |
$67.5K - $71.9K
|
20.4K
$954K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.52K- 0.34% |
$68.4K - $72.8K
|
444K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 4.31% |
$75.3K - $80.2K
|
37K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.95K- 4.2% |
$87.8K - $93.5K
|
44.4K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.05K- 3.65% |
$92.5K - $98.5K
|
54.1K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.13K- 18.17% |
$95.9K - $102K
|
9.57K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 31.91% |
$98.8K - $105K
|
4.67K
$218K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.21K- 3.36% |
$99.8K - $106K
|
63.5K
$2.97M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.21K- 3.36% |
$99.8K - $106K
|
63.5K
$2.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-2.36K- 22.84% |
$106K - $113K
|
7.97K
$372K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.68K- 28.7% |
$121K - $129K
|
6.65K
$310K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 13.2% |
$121K - $129K
|
17.6K
$823K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.76K- 15.25% |
$125K - $133K
|
15.3K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.8K- 37.26% |
$126K - $134K
|
4.71K
$220K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-3.01K- 22.55% |
$136K - $144K
|
10.3K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.6K- 4.4% |
$163K - $173K
|
78.3K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.62K- 37.89% |
$163K - $174K
|
5.94K
$277K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.02K- 4.29% |
$181K - $193K
|
89.8K
$4.19M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.27K- 17.82% |
$193K - $205K
|
19.7K
$920K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 4.77% |
$203K - $216K
|
89.6K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.01K- 16.99% |
$226K - $241K
|
24.5K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.23K- 32.57% |
$236K - $251K
|
10.8K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.33K- 26.02% |
$241K - $256K
|
15.2K
$708K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-7.12K- 27.69% |
$321K - $342K
|
18.6K
$868K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-7.36K- 2.97% |
$332K - $353K
|
240K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-9.32K- 8.06% |
$420K - $448K
|
106K
$4.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13.7K- 27.63% |
$616K - $656K
|
35.8K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 48.42% |
$634K - $675K
|
15K
$699K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.2K- 18.1% |
$687K - $731K
|
68.9K
$3.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-16.6K- 18.27% |
$749K - $797K
|
74.2K
$3.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.3K- 56.99% |
$827K - $881K
|
13.8K
$646K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18.6K- 68.56% |
$841K - $896K
|
8.55K
$399K
|