Purchases and Sales Made in Q3 2023 in Ishares Esg Aware Growth Alloc (EAOR)
This table provides information about the institutional ownership of Ishares Esg Aware Growth Alloc (EAOR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$441K - $469K
|
16.5K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14.2K+ 1431.01% |
$380K - $404K
|
15.2K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13New |
$348 - $371
|
13
$419
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 13.33% |
$214 - $228
|
68
$2.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.67% |
$134 - $143
|
753
$24.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.67% |
$134 - $143
|
753
$24.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 6.57% |
$48.5K - $51.6K
|
25.7K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 18.13% |
$86.9K - $92.5K
|
14.6K
$472K
|