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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
463+ 15.33% |
$21.5K - $22.1K
|
3.48K
$165K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
559+ 1.82% |
$25.9K - $26.7K
|
31.2K
$1.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
66New |
$3.06K - $3.15K
|
66
$3.13K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
343+ 89.09% |
$15.9K - $16.4K
|
728
$34.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.88K- 1.24% |
$87.4K - $89.9K
|
150K
$7.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.84K+ 9.22% |
$317K - $326K
|
81K
$3.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
808+ 1.71% |
$37.5K - $38.5K
|
48.1K
$2.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.03K+ 67.35% |
$187K - $192K
|
10K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.69% |
$46.4 - $47.7
|
145
$6.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.38K+ 7.33% |
$64.2K - $66K
|
20.3K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-198- 2.36% |
$9.19K - $9.44K
|
8.21K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-106K- 6.2% |
$4.93M - $5.07M
|
1.61M
$76.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208K+ 1.21% |
$9.64M - $9.9M
|
17.4M
$823M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.5K- 32.3% |
$953K - $979K
|
43K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.85K- 7.41% |
$85.7K - $88.1K
|
23.1K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
107K+ 38.3% |
$4.98M - $5.12M
|
388K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-269- 26.95% |
$12.5K - $12.8K
|
729
$34.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.57K+ 2.95% |
$73K - $75K
|
54.9K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
935+ 4.4% |
$43.4K - $44.6K
|
22.2K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 2.33% |
$58.1K - $59.7K
|
54.9K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.1K- 2.36% |
$886K - $910K
|
789K
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.28KNew |
$338K - $347K
|
7.28K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.23K+ 1.06% |
$150K - $154K
|
307K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 18.98% |
$575K - $591K
|
77.7K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 0.77% |
$67.5K - $69.4K
|
188K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
129K+ 32.3% |
$5.98M - $6.15M
|
528K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 5.17% |
$1.31M - $1.35M
|
574K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
482+ 10.44% |
$22.4K - $23K
|
5.1K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3K+ 39.53% |
$139K - $143K
|
10.6K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.21K+ 36.09% |
$381K - $391K
|
30.9K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
274K+ 23.69% |
$12.7M - $13M
|
1.43M
$67.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
201K+ 9.59% |
$9.33M - $9.59M
|
2.3M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.35K- 44.95% |
$248K - $255K
|
6.56K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-116K- 68.87% |
$5.38M - $5.53M
|
52.4K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
78.5KNew |
$3.64M - $3.74M
|
78.5K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.1K- 51.15% |
$609K - $626K
|
12.5K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
613+ 9.46% |
$28.4K - $29.2K
|
7.1K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.94K- 15.61% |
$137K - $140K
|
15.9K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22K+ 1.83% |
$1.02M - $1.05M
|
1.22M
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.86K+ 14.11% |
$86.4K - $88.8K
|
15.1K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-111- 0.94% |
$5.15K - $5.29K
|
11.7K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.66K+ 4.45% |
$123K - $127K
|
62.4K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.79K- 2.55% |
$130K - $133K
|
107K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
467+ 7.03% |
$21.7K - $22.3K
|
7.11K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 94.62% |
$5.23M - $5.38M
|
232K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-182- 3.17% |
$8.45K - $8.68K
|
5.56K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
293+ 0.72% |
$13.6K - $14K
|
41.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.45K+ 3.08% |
$207K - $212K
|
149K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
104+ 2.1% |
$4.83K - $4.96K
|
5.05K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 5.77% |
$638K - $656K
|
252K
$11.9M
|