Latest Institutional Transactions on Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
505+ 1.27% |
$23.4K - $24.5K
|
40.2K
$1.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
88+ 0.52% |
$4.08K - $4.28K
|
17K
$797K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-31.8K- 17.4% |
$1.47M - $1.55M
|
151K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.74K- 3.15% |
$451K - $473K
|
300K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 0.58% |
$84.6K - $88.8K
|
318K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-674- 58.3% |
$31.2K - $32.8K
|
482
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.26K+ 0.36% |
$151K - $158K
|
898K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
410+ 3.37% |
$19K - $19.9K
|
12.6K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
146K+ 11.47% |
$6.77M - $7.1M
|
1.42M
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 23.0% |
$782K - $821K
|
90.3K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.2K- 36.09% |
$474K - $498K
|
18.1K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-138- 0.42% |
$6.39K - $6.71K
|
33K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.49KNew |
$208K - $218K
|
4.49K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-518- 6.91% |
$24K - $25.2K
|
6.97K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4KNew |
$158K - $165K
|
3.4K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.03M+ 11.75% |
$94.3M - $98.9M
|
19.4M
$905M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257+ 88.01% |
$11.9K - $12.5K
|
549
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-525- 7.63% |
$24.3K - $25.5K
|
6.36K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$508K - $533K
|
11K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 5.94% |
$528K - $554K
|
203K
$9.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
177+ 1.74% |
$8.2K - $8.6K
|
10.3K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
525+ 8.47% |
$24.3K - $25.5K
|
6.73K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 16.97% |
$89.4K - $93.8K
|
13.3K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.97% |
$1.07K - $1.12K
|
2.4K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-174- 14.29% |
$8.06K - $8.46K
|
1.04K
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
270+ 4.48% |
$12.5K - $13.1K
|
6.29K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2KNew |
$55.6K - $58.3K
|
1.2K
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$5.16M - $5.42M
|
111K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190K+ 10.91% |
$8.78M - $9.21M
|
1.93M
$90.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
44+ 0.51% |
$2.04K - $2.14K
|
8.64K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-81- 0.53% |
$3.75K - $3.94K
|
15.2K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
390+ 0.16% |
$18.1K - $19K
|
241K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
39.1KNew |
$1.81M - $1.9M
|
39.1K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.56K+ 94.98% |
$350K - $367K
|
15.5K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.02K+ 3.15% |
$186K - $196K
|
132K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.8K- 5.52% |
$2.45M - $2.57M
|
903K
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21- 0.03% |
$973 - $1.02K
|
77K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 8.95% |
$47.6K - $50K
|
10.5K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
570+ 3.01% |
$26.4K - $27.7K
|
19.5K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.35K+ 59.19% |
$202K - $212K
|
11.7K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.22KNew |
$242K - $254K
|
5.22K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.8KNew |
$1.1M - $1.16M
|
23.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.13K+ 90.54% |
$284K - $298K
|
12.9K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
422+ 7.5% |
$19.6K - $20.5K
|
6.05K
$283K
|
|
|
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 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
433+ 3.63% |
$20.1K - $21K
|
12.3K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1K- 8.04% |
$46.4K - $48.7K
|
11.5K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.24K+ 108.36% |
$382K - $401K
|
15.8K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 10.57% |
$101K - $106K
|
22.7K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.4KNew |
$1.32M - $1.38M
|
28.4K
$1.33M
|