Purchases and Sales Made in Q3 2025 in Ishares Esg Aware Growth Alloc (EAOR)
This table provides information about the institutional ownership of Ishares Esg Aware Growth Alloc (EAOR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.98KNew |
$231K - $244K
|
6.98K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.41KNew |
$212K - $224K
|
6.41K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.81KNew |
$192K - $203K
|
5.81K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
220+ 3.96% |
$7.27K - $7.7K
|
5.78K
$202K
|