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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49KNew |
$207K - $225K
|
4.49K
$208K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$874 - $954
|
19
$882
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.4K+ 23.03% |
$64.4K - $70.3K
|
7.48K
$347K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.3KNew |
$475K - $518K
|
10.3K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.17K+ 54.84% |
$146K - $159K
|
8.95K
$415K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308New |
$14.2K - $15.5K
|
308
$14.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.77KNew |
$404K - $440K
|
8.77K
$407K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$9.89K - $10.8K
|
215
$9.98K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-144- 97.3% |
$6.63K - $7.23K
|
4
$186
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.99KClosed |
$190K - $205K
|
0
$0
|
|
|
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
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.24KNew |
$441K - $476K
|
9.24K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-86.5KClosed |
$4.13M - $4.45M
|
0
$0
|
|
|
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
$9K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.4K- 29.01% |
$448K - $484K
|
23K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
255New |
$12.2K - $13.1K
|
255
$11.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-21Closed |
$1K - $1.08K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-71- 1.43% |
$3.39K - $3.65K
|
4.91K
$228K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-15.7KClosed |
$749K - $808K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.12KNew |
$53.2K - $57.4K
|
1.12K
$51.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
959+ 5.96% |
$45.8K - $49.4K
|
17.1K
$792K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$210K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
989New |
$47.2K - $50.9K
|
989
$45.9K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$210K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.64% |
$53.8K - $58.1K
|
11.9K
$553K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 1.35% |
$3.15K - $3.4K
|
4.84K
$225K
|
|
|
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
$236K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
122+ 2.25% |
$5.82K - $6.28K
|
5.55K
$258K
|
|
| 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 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.3KClosed |
$475K - $507K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.5KClosed |
$586K - $626K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.7KNew |
$749K - $800K
|
14.7K
$681K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-4.39KClosed |
$224K - $239K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357Closed |
$18.2K - $19.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.52KClosed |
$77.6K - $82.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-21.4KClosed |
$1.09M - $1.17M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.46K+ 38.13% |
$74.4K - $79.4K
|
5.28K
$245K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-10.1KClosed |
$515K - $550K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.5KClosed |
$590K - $629K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-23Closed |
$1.18K - $1.25K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-66.2KClosed |
$3.61M - $3.67M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.39KClosed |
$239K - $243K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106Closed |
$5.78K - $5.88K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30.4KClosed |
$1.66M - $1.69M
|
0
$0
|
|