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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 9.53% |
$54.9K - $57.6K
|
13.6K
$636K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.12K+ 4.21% |
$52K - $54.6K
|
27.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 1.84% |
$47.5K - $49.8K
|
56.6K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 7.17% |
$46.5K - $48.8K
|
15K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
986+ 8.61% |
$45.7K - $47.9K
|
12.4K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
970+ 11.54% |
$44.9K - $47.1K
|
9.38K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
965+ 5.66% |
$44.7K - $46.9K
|
18K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
937New |
$43.4K - $45.5K
|
937
$43.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
914+ 5.34% |
$42.3K - $44.4K
|
18K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
892+ 9.35% |
$41.3K - $43.4K
|
10.4K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
857+ 18.48% |
$39.7K - $41.7K
|
5.49K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
793+ 15.42% |
$36.7K - $38.5K
|
5.94K
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
781+ 3.22% |
$36.2K - $38K
|
25K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
772+ 3.14% |
$35.8K - $37.5K
|
25.4K
$1.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
766+ 10.82% |
$35.5K - $37.2K
|
7.84K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
764+ 5.36% |
$35.4K - $37.1K
|
15K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
748+ 9.92% |
$34.7K - $36.4K
|
8.29K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
735+ 13.07% |
$34.1K - $35.7K
|
6.36K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
705+ 7.58% |
$32.7K - $34.3K
|
10K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
696+ 2.23% |
$32.2K - $33.8K
|
31.9K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
661+ 0.97% |
$30.6K - $32.1K
|
68.6K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
644New |
$29.8K - $31.3K
|
644
$30.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
636+ 4.73% |
$29.5K - $30.9K
|
14.1K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
628+ 5.67% |
$29.1K - $30.5K
|
11.7K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
570+ 3.01% |
$26.4K - $27.7K
|
19.5K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
548New |
$25.4K - $26.6K
|
548
$25.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
531+ 4.68% |
$24.6K - $25.8K
|
11.9K
$555K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
528New |
$24.5K - $25.7K
|
528
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
525+ 8.47% |
$24.3K - $25.5K
|
6.73K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
521+ 1.3% |
$24.1K - $25.3K
|
40.7K
$1.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
505+ 1.27% |
$23.4K - $24.5K
|
40.2K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
493+ 9.84% |
$22.8K - $24K
|
5.5K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
491New |
$22.7K - $23.9K
|
491
$22.9K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
460+ 6.77% |
$21.3K - $22.4K
|
7.25K
$339K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
448+ 4.01% |
$20.8K - $21.8K
|
11.6K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
445+ 0.84% |
$20.6K - $21.6K
|
53.6K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443New |
$20.5K - $21.5K
|
443
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
433+ 3.63% |
$20.1K - $21K
|
12.3K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
432+ 11.81% |
$20K - $21K
|
4.09K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
422+ 7.5% |
$19.6K - $20.5K
|
6.05K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
413+ 1.05% |
$19.1K - $20.1K
|
39.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
410+ 3.37% |
$19K - $19.9K
|
12.6K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
407+ 1.86% |
$18.9K - $19.8K
|
22.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
390+ 0.16% |
$18.1K - $19K
|
241K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
360+ 5.3% |
$16.7K - $17.5K
|
7.16K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
309+ 3.08% |
$14.3K - $15K
|
10.3K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
305+ 2.61% |
$14.1K - $14.8K
|
12K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
295+ 1.52% |
$13.7K - $14.3K
|
19.8K
$923K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
291+ 1.23% |
$13.5K - $14.1K
|
24K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
281+ 4.65% |
$13K - $13.7K
|
6.33K
$296K
|