Purchases and Sales Made in Q2 2025 in Ishares Esg Aware Growth Alloc (EAOR)
This table provides information about the institutional ownership of Ishares Esg Aware Growth Alloc (EAOR) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE GROWTH ALLOC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.12K+ 16.74% |
$235K - $271K
|
56.6K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.41KNew |
$186K - $214K
|
6.41K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.52K+ 124.84% |
$72.9K - $84.2K
|
4.54K
$158K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.53% |
$116 - $134
|
763
$26.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 5.92% |
$10.1K - $11.7K
|
5.56K
$194K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-538- 59.78% |
$15.6K - $18K
|
362
$12.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-689- 3.57% |
$19.9K - $23K
|
18.6K
$649K
|