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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 62.15% |
$11.2K - $11.6K
|
148
$6.87K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
385New |
$17.7K - $18.3K
|
385
$17.9K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.2K+ 229.76% |
$2.4M - $2.48M
|
74.9K
$3.48M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46- 4.41% |
$2.11K - $2.19K
|
998
$46.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.1K+ 56.69% |
$2.02M - $2.1M
|
122K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.2M- 11.38% |
$101M - $105M
|
17.2M
$796M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.9K- 36.94% |
$4.08M - $4.23M
|
152K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$138 - $143
|
447
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.01K+ 0.72% |
$92.1K - $95.4K
|
280K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.33K- 1.05% |
$153K - $158K
|
315K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9KNew |
$547K - $567K
|
11.9K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 7.61% |
$46.5K - $48.2K
|
14.3K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.72K+ 36.87% |
$263K - $272K
|
21.2K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.74% |
$2.3K - $2.38K
|
6.78K
$314K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19K- 22.5% |
$870K - $902K
|
65.3K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61K+ 25.41% |
$212K - $219K
|
22.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 5.93% |
$78.8K - $81.6K
|
30.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20+ 0.36% |
$918 - $952
|
5.52K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
923+ 3.84% |
$42.4K - $43.9K
|
24.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 2.71% |
$77.1K - $79.9K
|
63.6K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
118K+ 2639.1% |
$5.4M - $5.6M
|
122K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
206+ 41.96% |
$9.46K - $9.8K
|
697
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 9.7% |
$587K - $608K
|
145K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 10.65% |
$1.05M - $1.09M
|
238K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.44K+ 30.19% |
$342K - $354K
|
32.1K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.06K+ 6.58% |
$232K - $241K
|
82K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.45KNew |
$250K - $259K
|
5.45K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
191+ 3.04% |
$8.77K - $9.09K
|
6.48K
$301K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.57K+ 88.28% |
$210K - $218K
|
9.75K
$453K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
140New |
$6.43K - $6.66K
|
140
$6.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38+ 21.47% |
$1.74K - $1.81K
|
215
$9.98K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.84K+ 113.07% |
$406K - $421K
|
16.7K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.6K+ 72.31% |
$577K - $598K
|
29.9K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.3K+ 358.33% |
$197K - $205K
|
5.5K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
30KNew |
$1.38M - $1.43M
|
30K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.48K+ 25.83% |
$114K - $118K
|
12.1K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-26.8K- 17.71% |
$1.23M - $1.27M
|
124K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.18K- 5.62% |
$146K - $151K
|
53.4K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
257K+ 28.58% |
$11.8M - $12.2M
|
1.15M
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169K+ 8.75% |
$7.75M - $8.03M
|
2.1M
$97.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.7KNew |
$584K - $605K
|
12.7K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 0.45% |
$8.4K - $8.71K
|
40.9K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.7KNew |
$354K - $366K
|
7.7K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.13K+ 8.37% |
$97.9K - $101K
|
27.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.7K+ 288.6% |
$1.55M - $1.61M
|
45.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.28K- 11.73% |
$289K - $299K
|
47.3K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.64KNew |
$305K - $316K
|
6.64K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.14K- 18.07% |
$236K - $244K
|
23.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143K+ 8.03% |
$6.58M - $6.81M
|
1.93M
$89.4M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
145+ 8.44% |
$6.66K - $6.9K
|
1.86K
$86.4K
|