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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.32K+ 3.04% |
$108K - $111K
|
78.7K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.6K+ 30.02% |
$586K - $602K
|
54.7K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 7.31% |
$74.6K - $76.7K
|
23.6K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
137+ 0.35% |
$6.36K - $6.53K
|
39.4K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$139 - $143
|
14.5K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 6.94% |
$556K - $571K
|
161K
$7.61M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
191+ 1.79% |
$8.86K - $9.11K
|
10.9K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.9K+ 8.24% |
$1.85M - $1.9M
|
524K
$24.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.32K+ 11.11% |
$340K - $349K
|
73.2K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.68K- 4.33% |
$217K - $223K
|
104K
$4.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
383+ 0.57% |
$17.8K - $18.3K
|
67.6K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$232 - $239
|
9.72K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 42.65% |
$16.2K - $16.6K
|
1.16K
$55.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.33K- 1.7% |
$61.8K - $63.5K
|
76.9K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.19K- 9.03% |
$334K - $343K
|
72.5K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
59+ 0.51% |
$2.74K - $2.81K
|
11.6K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
346+ 0.05% |
$16.1K - $16.5K
|
672K
$31.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 2.04% |
$178K - $183K
|
193K
$9.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.45% |
$1.58K - $1.62K
|
7.64K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-6.13K- 6.68% |
$284K - $292K
|
85.7K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18K- 38.38% |
$333K - $342K
|
11.5K
$546K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-9.49K- 17.23% |
$440K - $453K
|
45.6K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
189New |
$8.77K - $9.02K
|
189
$8.95K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.65K+ 1.9% |
$170K - $174K
|
196K
$9.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$186 - $191
|
451
$21.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 3.06% |
$10.1K - $10.4K
|
6.91K
$328K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-84- 1.07% |
$3.9K - $4.01K
|
7.77K
$368K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 1.98% |
$7.43K - $7.63K
|
7.92K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.44KNew |
$252K - $259K
|
5.44K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-72- 0.5% |
$3.34K - $3.43K
|
14.5K
$686K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.49K+ 3.6% |
$348K - $357K
|
215K
$10.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.96KNew |
$230K - $237K
|
4.96K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8K+ 19.35% |
$130K - $134K
|
17.3K
$819K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.56K+ 2.95% |
$258K - $265K
|
194K
$9.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 0.46% |
$5.11K - $5.25K
|
23.9K
$1.13M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
76.6KNew |
$3.52M - $3.65M
|
76.6K
$3.63M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-634- 9.79% |
$29.1K - $30.2K
|
5.84K
$277K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
94.1KNew |
$4.32M - $4.48M
|
94.1K
$4.46M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
730+ 2.09% |
$33.5K - $34.7K
|
35.6K
$1.69M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-24.8K- 20.4% |
$1.14M - $1.18M
|
96.9K
$4.59M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 62.15% |
$11.2K - $11.6K
|
148
$7.01K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
385New |
$17.7K - $18.3K
|
385
$18.2K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.2K+ 229.76% |
$2.4M - $2.48M
|
74.9K
$3.55M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46- 4.41% |
$2.11K - $2.19K
|
998
$47.3K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.6K+ 72.31% |
$577K - $598K
|
29.9K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.2M- 11.38% |
$101M - $105M
|
17.2M
$813M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.9K- 36.94% |
$4.08M - $4.23M
|
152K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.01K+ 0.72% |
$92.1K - $95.4K
|
280K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.33K- 1.05% |
$153K - $158K
|
315K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9KNew |
$547K - $567K
|
11.9K
$564K
|
|