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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-177- 40.41% |
$8.15K - $8.88K
|
261
$12.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
260New |
$12K - $13K
|
260
$12.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3KNew |
$659K - $718K
|
14.3K
$672K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02KNew |
$46.8K - $51K
|
1.02K
$47.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 8.99% |
$82K - $89.4K
|
21.6K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11K- 58.61% |
$508K - $554K
|
7.8K
$366K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.37KNew |
$247K - $269K
|
5.37K
$252K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.19K- 49.93% |
$101K - $110K
|
2.2K
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
962New |
$44.3K - $48.3K
|
962
$45.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
267+ 1.47% |
$12.3K - $13.4K
|
18.5K
$868K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.4K+ 23.03% |
$64.4K - $70.3K
|
7.48K
$351K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$874 - $954
|
19
$893
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49KNew |
$207K - $225K
|
4.49K
$211K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.3KNew |
$475K - $518K
|
10.3K
$485K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.17K+ 54.84% |
$146K - $159K
|
8.95K
$421K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308New |
$14.2K - $15.5K
|
308
$14.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.77KNew |
$404K - $440K
|
8.77K
$412K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$9.89K - $10.8K
|
215
$10.1K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-144- 97.3% |
$6.63K - $7.23K
|
4
$188
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1Closed |
$47.7 - $51.5
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
55.1KNew |
$2.63M - $2.84M
|
55.1K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.99KClosed |
$190K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.24KNew |
$441K - $476K
|
9.24K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-86.5KClosed |
$4.13M - $4.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.98KNew |
$237K - $256K
|
4.98K
$234K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.73KClosed |
$82.3K - $88.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-24.5KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194New |
$9.26K - $9.99K
|
194
$9.12K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
255New |
$12.2K - $13.1K
|
255
$12K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.4K- 29.01% |
$448K - $484K
|
23K
$1.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-21Closed |
$1K - $1.08K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-15.7KClosed |
$749K - $808K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-71- 1.43% |
$3.39K - $3.65K
|
4.91K
$231K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
959+ 5.96% |
$45.8K - $49.4K
|
17.1K
$802K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.12KNew |
$53.2K - $57.4K
|
1.12K
$52.4K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$213K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$213K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
989New |
$47.2K - $50.9K
|
989
$46.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 1.35% |
$3.15K - $3.4K
|
4.84K
$227K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.64% |
$53.8K - $58.1K
|
11.9K
$560K
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-5.16KClosed |
$246K - $266K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
5.08KNew |
$242K - $261K
|
5.08K
$239K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
122+ 2.25% |
$5.82K - $6.28K
|
5.55K
$261K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.3KClosed |
$579K - $618K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20.5K - $21.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.55KClosed |
$284K - $303K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$1.08M - $1.15M
|
21.1K
$992K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.5KClosed |
$586K - $626K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.3KClosed |
$475K - $507K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.7KNew |
$749K - $800K
|
14.7K
$689K
|
|