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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 0.64% |
$1.39K - $1.46K
|
4.67K
$218K
|
|
|
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
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-60- 29.56% |
$2.78K - $2.92K
|
143
$6.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 6.2% |
$2.97K - $3.11K
|
969
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-81- 0.53% |
$3.75K - $3.94K
|
15.2K
$710K
|
|
|
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
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-138- 0.42% |
$6.39K - $6.71K
|
33K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-148- 0.63% |
$6.86K - $7.19K
|
23.2K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-168- 3.11% |
$7.78K - $8.16K
|
5.24K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-174- 14.29% |
$8.06K - $8.46K
|
1.04K
$48.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-253- 35.34% |
$11.7K - $12.3K
|
463
$21.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-310- 3.13% |
$14.4K - $15.1K
|
9.58K
$447K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-518- 6.91% |
$24K - $25.2K
|
6.97K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-525- 7.63% |
$24.3K - $25.5K
|
6.36K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-565- 5.77% |
$26.2K - $27.5K
|
9.23K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-589- 4.08% |
$27.3K - $28.6K
|
13.9K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-610- 86.16% |
$28.3K - $29.6K
|
98
$4.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-634- 4.18% |
$29.4K - $30.8K
|
14.5K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-644- 11.03% |
$29.8K - $31.3K
|
5.2K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-674- 58.3% |
$31.2K - $32.8K
|
482
$22.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-711- 2.94% |
$32.9K - $34.6K
|
23.5K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-780- 4.28% |
$36.1K - $37.9K
|
17.4K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-847- 1.67% |
$39.2K - $41.2K
|
49.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-870- 10.13% |
$40.3K - $42.3K
|
7.72K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-916- 25.71% |
$42.4K - $44.5K
|
2.65K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-955- 9.92% |
$44.2K - $46.4K
|
8.68K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-994- 5.25% |
$46.1K - $48.3K
|
17.9K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1K- 8.04% |
$46.4K - $48.7K
|
11.5K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 8.95% |
$47.6K - $50K
|
10.5K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 61.2% |
$50.6K - $53.1K
|
693
$32.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 18.06% |
$55.6K - $58.3K
|
5.44K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 7.56% |
$57.7K - $60.6K
|
15.2K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.35K- 19.61% |
$62.6K - $65.7K
|
5.54K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.35K- 17.14% |
$62.7K - $65.8K
|
6.55K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 2.48% |
$66.7K - $69.9K
|
56.5K
$2.64M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.54K- 8.88% |
$71.4K - $74.9K
|
15.8K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.6K- 8.89% |
$74K - $77.6K
|
16.4K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.67K- 2.54% |
$77.5K - $81.3K
|
64.1K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.76K- 1.07% |
$81.7K - $85.7K
|
163K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.77K- 5.75% |
$81.8K - $85.8K
|
28.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.48K- 22.68% |
$115K - $120K
|
8.44K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 1.77% |
$117K - $123K
|
141K
$6.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.66K- 95.92% |
$123K - $129K
|
113
$5.28K
|