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 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
270+ 4.48% |
$12.5K - $13.1K
|
6.29K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
264+ 4.18% |
$12.2K - $12.8K
|
6.58K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257+ 88.01% |
$11.9K - $12.5K
|
549
$25.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
257+ 8.51% |
$11.9K - $12.5K
|
3.28K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
255+ 5.59% |
$11.8K - $12.4K
|
4.82K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
238+ 4.65% |
$11K - $11.6K
|
5.36K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
230+ 27.81% |
$10.7K - $11.2K
|
1.06K
$49.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
229+ 40.6% |
$10.6K - $11.1K
|
793
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
212New |
$9.82K - $10.3K
|
212
$9.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
210+ 2.53% |
$9.73K - $10.2K
|
8.51K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
198+ 5.94% |
$9.17K - $9.62K
|
3.53K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
189+ 11.35% |
$8.76K - $9.19K
|
1.85K
$86.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
185New |
$8.57K - $8.99K
|
185
$8.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
184New |
$8.52K - $8.94K
|
184
$8.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
177+ 1.74% |
$8.2K - $8.6K
|
10.3K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
167+ 0.33% |
$7.74K - $8.12K
|
50.1K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.45% |
$7.55K - $7.92K
|
36.4K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
140+ 34.74% |
$6.49K - $6.8K
|
543
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
138+ 2.3% |
$6.39K - $6.71K
|
6.15K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
130+ 1.73% |
$6.02K - $6.32K
|
7.63K
$356K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.41% |
$6.02K - $6.32K
|
9.35K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.95% |
$5.88K - $6.17K
|
13.4K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
121+ 0.65% |
$5.61K - $5.88K
|
18.9K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
107+ 1.3% |
$4.96K - $5.2K
|
8.32K
$388K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
106+ 1.26% |
$4.91K - $5.15K
|
8.53K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
96New |
$4.45K - $4.67K
|
96
$4.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
82+ 1.21% |
$3.8K - $3.99K
|
6.87K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81+ 0.27% |
$3.75K - $3.94K
|
29.7K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
78+ 1.24% |
$3.61K - $3.79K
|
6.39K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
74+ 1.29% |
$3.43K - $3.6K
|
5.79K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
69+ 0.32% |
$3.2K - $3.35K
|
22K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
66New |
$3.06K - $3.21K
|
66
$3.08K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 5.83% |
$2.78K - $2.92K
|
1.09K
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
44+ 0.51% |
$2.04K - $2.14K
|
8.64K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
40+ 0.73% |
$1.85K - $1.94K
|
5.5K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 0.39% |
$1.67K - $1.75K
|
9.26K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.71% |
$1.67K - $1.75K
|
5.13K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.97% |
$1.07K - $1.12K
|
2.4K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.02K - $1.07K
|
22
$1.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 3.39% |
$927 - $972
|
610
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 37.5% |
$556 - $583
|
44
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5+ 0.07% |
$232 - $243
|
7.37K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$185 - $194
|
4
$187
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.2% |
$92.7 - $97.2
|
168
$7.84K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 4.65% |
$92.7 - $97.2
|
41
$1.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 0.29% |
$834 - $875
|
6.15K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 0.76% |
$973 - $1.02K
|
2.74K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21- 0.03% |
$973 - $1.02K
|
77K
$3.59M
|