Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
203KNew |
$9.43M - $9.89M
|
203K
$9.51M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$7.91M - $8.3M
|
171K
$7.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
38.6K+ 60.74% |
$1.79M - $1.87M
|
102K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
38.1KNew |
$1.76M - $1.85M
|
38.1K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.1K+ 11.04% |
$1.35M - $1.41M
|
292K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.4K+ 9.42% |
$990K - $1.04M
|
248K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.7K+ 10.05% |
$957K - $1M
|
226K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.7K+ 50.98% |
$911K - $956K
|
58.2K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
18.5K+ 75.84% |
$858K - $900K
|
42.9K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 15.89% |
$715K - $750K
|
113K
$5.26M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$708K - $742K
|
15.3K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.4K+ 13.73% |
$669K - $702K
|
120K
$5.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14K+ 26.96% |
$647K - $678K
|
65.7K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
13.7K+ 22.74% |
$635K - $666K
|
73.9K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 3.59% |
$620K - $651K
|
387K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.4KNew |
$619K - $649K
|
13.4K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$584K - $613K
|
12.6K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10K+ 16.1% |
$463K - $486K
|
72.1K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 12.69% |
$408K - $428K
|
78.3K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.71KNew |
$404K - $423K
|
8.71K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.62K+ 4.93% |
$399K - $419K
|
183K
$8.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.4KNew |
$343K - $360K
|
7.4K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.22K+ 3.86% |
$335K - $351K
|
194K
$9.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.13K+ 3.43% |
$331K - $347K
|
215K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.87KNew |
$318K - $334K
|
6.87K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.74K+ 3.81% |
$312K - $327K
|
184K
$8.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 31.29% |
$279K - $293K
|
25.3K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$240K - $252K
|
5.18K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 3.88% |
$239K - $250K
|
138K
$6.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.91KNew |
$228K - $239K
|
4.91K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.9K+ 62.84% |
$227K - $238K
|
12.7K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.81KNew |
$223K - $234K
|
4.81K
$225K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.78KNew |
$221K - $232K
|
4.78K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.35K+ 17.05% |
$201K - $211K
|
29.9K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.13K+ 2.49% |
$191K - $201K
|
170K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.97K+ 14.31% |
$184K - $193K
|
31.7K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.87K+ 6.62% |
$179K - $188K
|
62.3K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.63K+ 14.31% |
$168K - $176K
|
29K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.12K+ 5.26% |
$145K - $152K
|
62.4K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.01K+ 4.97% |
$140K - $146K
|
63.6K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.99K+ 20.73% |
$139K - $146K
|
17.4K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.86K+ 2.29% |
$132K - $139K
|
128K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.35K+ 4.13% |
$109K - $114K
|
59.3K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.12K+ 5.11% |
$98.4K - $103K
|
43.7K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 5.69% |
$97.2K - $102K
|
39K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.05K+ 39.22% |
$95K - $99.7K
|
7.28K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.89K+ 4.44% |
$87.6K - $91.9K
|
44.4K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$85.9K
|