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 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$198K - $204K
|
4.35K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-109- 1.1% |
$4.98K - $5.13K
|
9.79K
$455K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11.7K+ 2.13% |
$534K - $550K
|
561K
$26M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-549- 7.66% |
$25.1K - $25.8K
|
6.62K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
471+ 1.64% |
$21.5K - $22.1K
|
29.2K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.28K- 30.27% |
$58.3K - $60.1K
|
2.94K
$137K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
264K+ 5517.56% |
$12.1M - $12.4M
|
269K
$12.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
541New |
$24.7K - $25.4K
|
541
$25.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1- -0.0% |
$45.7 - $47
|
20.9K
$970K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.32K+ 68.49% |
$334K - $344K
|
18K
$835K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.23K- 46.93% |
$239K - $246K
|
5.92K
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-63- 0.84% |
$2.88K - $2.96K
|
7.39K
$343K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$504K - $517K
|
10.8K
$502K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
140+ 2.89% |
$6.52K - $6.68K
|
4.98K
$231K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.86K- 16.58% |
$412K - $423K
|
44.6K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.64% |
$1.35K - $1.38K
|
4.53K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.67K- 30.61% |
$310K - $318K
|
15.1K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 76.96% |
$747K - $767K
|
36.9K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.69% |
$714K - $733K
|
147K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 46.67% |
$8.14K - $8.35K
|
550
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 39.69% |
$56.7K - $58.2K
|
4.29K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10.9K- 54.44% |
$507K - $520K
|
9.11K
$423K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 71.23% |
$145K - $149K
|
7.5K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-45.9K- 78.09% |
$2.14M - $2.19M
|
12.9K
$598K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.05K+ 8.25% |
$48.9K - $50.2K
|
13.8K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43KNew |
$299K - $307K
|
6.43K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
153New |
$7.12K - $7.3K
|
153
$7.1K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$93.1 - $95.5
|
2
$92.8
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$361K - $371K
|
7.77K
$360K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.69K+ 71.01% |
$172K - $176K
|
8.89K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.39KNew |
$297K - $305K
|
6.39K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 10.87% |
$1.4K - $1.43K
|
306
$14.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.83% |
$10.6K - $10.9K
|
4.95K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
318+ 5.69% |
$14.8K - $15.2K
|
5.91K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
220New |
$10.2K - $10.5K
|
220
$10.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-21.2K- 40.61% |
$988K - $1.01M
|
31.1K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.3KNew |
$943K - $967K
|
20.3K
$940K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 4.36% |
$931 - $955
|
439
$20.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.32K- 17.5% |
$108K - $111K
|
10.9K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 74.07% |
$3.72K - $3.82K
|
188
$8.73K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75KNew |
$221K - $227K
|
4.75K
$220K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.32K+ 623.11% |
$58.3K - $63.3K
|
1.53K
$71.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73+ 331.82% |
$3.22K - $3.5K
|
95
$4.41K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.79KNew |
$343K - $373K
|
7.79K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.39K- 19.43% |
$61.5K - $66.8K
|
5.78K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.7K- 61.99% |
$738K - $802K
|
10.3K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-566- 11.5% |
$25K - $27.1K
|
4.36K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$305K - $332K
|
6.92K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.35KNew |
$280K - $304K
|
6.35K
$295K
|
|