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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 3.39% |
$927 - $972
|
610
$28.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$185 - $194
|
4
$187
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 3.7% |
$46.3 - $48.6
|
28
$1.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$46.3 - $48.6
|
1
$46.7
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 0.76% |
$973 - $1.02K
|
2.74K
$128K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-36- 7.5% |
$1.67K - $1.75K
|
444
$20.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-40- 7.27% |
$1.85K - $1.94K
|
510
$23.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-43- 0.61% |
$1.99K - $2.09K
|
6.99K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-86- 1.88% |
$3.98K - $4.18K
|
4.49K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-137- 1.26% |
$6.35K - $6.66K
|
10.8K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-168- 3.11% |
$7.78K - $8.16K
|
5.24K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-390- 1.6% |
$18.1K - $19K
|
23.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-420- 6.5% |
$19.5K - $20.4K
|
6.04K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-589- 4.08% |
$27.3K - $28.6K
|
13.9K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-634- 4.18% |
$29.4K - $30.8K
|
14.5K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-644- 11.03% |
$29.8K - $31.3K
|
5.2K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-780- 4.28% |
$36.1K - $37.9K
|
17.4K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 61.2% |
$50.6K - $53.1K
|
693
$32.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 7.56% |
$57.7K - $60.6K
|
15.2K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.35K- 17.14% |
$62.7K - $65.8K
|
6.55K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 4.41% |
$68.8K - $72.1K
|
32.1K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 17.68% |
$70.6K - $74K
|
7.09K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.6K- 8.89% |
$74K - $77.6K
|
16.4K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.48K- 22.68% |
$115K - $120K
|
8.44K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.66K- 95.92% |
$123K - $129K
|
113
$5.28K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.75K- 4.26% |
$127K - $134K
|
61.8K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 3.77% |
$138K - $145K
|
76K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 16.35% |
$140K - $147K
|
15.5K
$723K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.43K- 27.78% |
$159K - $166K
|
8.9K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.37K- 52.27% |
$202K - $212K
|
3.99K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 4.17% |
$215K - $226K
|
107K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 15.1% |
$283K - $297K
|
34.4K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.11K- 31.76% |
$376K - $394K
|
17.4K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.48K- 5.44% |
$393K - $412K
|
147K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.63K- 10.18% |
$400K - $419K
|
76.1K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.6K- 39.52% |
$490K - $514K
|
16.2K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.9K- 58.99% |
$966K - $1.01M
|
14.5K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-75.5K- 68.8% |
$3.5M - $3.67M
|
34.3K
$1.6M
|