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 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
84+ 1.75% |
$3.95K - $4.07K
|
4.89K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
79New |
$3.71K - $3.83K
|
79
$3.71K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
90New |
$4.23K - $4.36K
|
90
$4.23K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$47 - $48.5
|
159
$7.47K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-26- 0.49% |
$1.22K - $1.26K
|
5.26K
$247K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
280+ 4.16% |
$13.2K - $13.6K
|
7K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81New |
$3.81K - $3.92K
|
81
$3.81K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.55K- 13.36% |
$72.8K - $75.1K
|
10.1K
$472K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-612- 9.35% |
$28.8K - $29.7K
|
5.94K
$279K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-1.62K- 9.66% |
$74.9K - $78.4K
|
15.1K
$709K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
893New |
$41.4K - $43.4K
|
893
$42K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
56+ 0.47% |
$2.6K - $2.72K
|
11.9K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.94KNew |
$322K - $337K
|
6.94K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
198+ 11.98% |
$9.18K - $9.61K
|
1.85K
$87K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.85K- 29.45% |
$132K - $139K
|
6.84K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.62K- 9.66% |
$74.9K - $78.4K
|
15.1K
$709K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.86K
|
100
$4.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
31KNew |
$1.44M - $1.51M
|
31K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$92.8 - $97.1
|
2
$94
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
713New |
$33.1K - $34.6K
|
713
$33.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.8K- 23.37% |
$130K - $136K
|
9.19K
$432K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
54New |
$2.5K - $2.62K
|
54
$2.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.2KNew |
$567K - $594K
|
12.2K
$575K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.04K+ 13.45% |
$234K - $245K
|
42.5K
$2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
105New |
$4.87K - $5.1K
|
105
$4.93K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
466+ 15.05% |
$21.6K - $22.6K
|
3.56K
$167K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 93.23% |
$45.4K - $48.3K
|
2.09K
$98K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.03KNew |
$91.6K - $97.5K
|
2.03K
$95.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
749New |
$33.8K - $36K
|
749
$35.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
311New |
$14K - $14.9K
|
311
$14.6K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 4.36% |
$9.02K - $9.61K
|
4.79K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.86KNew |
$445K - $474K
|
9.86K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-191- 3.29% |
$8.62K - $9.18K
|
5.62K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 31.91% |
$98.8K - $105K
|
4.67K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.29KNew |
$58K - $61.7K
|
1.29K
$60.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.44KNew |
$64.8K - $69K
|
1.44K
$67.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$455K - $484K
|
10.1K
$474K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-619- 12.02% |
$27.9K - $29.7K
|
4.53K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-302- 2.58% |
$13.6K - $14.5K
|
11.4K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98New |
$4.42K - $4.71K
|
98
$4.61K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$621K - $662K
|
13.8K
$647K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-218- 17.45% |
$9.84K - $10.5K
|
1.03K
$48.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
23New |
$1.04K - $1.1K
|
23
$1.08K
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.37K+ 87.88% |
$197K - $210K
|
9.35K
$439K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
330New |
$14.9K - $15.9K
|
330
$15.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
5KNew |
$226K - $240K
|
5K
$235K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
692New |
$31.2K - $33.2K
|
692
$32.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
103New |
$4.65K - $4.95K
|
103
$4.84K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.06K+ 74.67% |
$49K - $53.4K
|
2.49K
$117K
|
|