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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.83KClosed |
$154K - $157K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.19KClosed |
$283K - $288K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.2KNew |
$2.33M - $2.36M
|
42.2K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-35- 21.88% |
$1.93K - $1.96K
|
125
$5.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.62K+ 41.93% |
$89.2K - $90.6K
|
5.48K
$254K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.3KNew |
$843K - $856K
|
15.3K
$710K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-657Closed |
$36.2K - $36.8K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.39KClosed |
$352K - $358K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-15Closed |
$818 - $830
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-698Closed |
$38.1K - $38.6K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-185Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.92KClosed |
$378K - $383K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-299Closed |
$16.3K - $16.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.77KClosed |
$206K - $209K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-93.5KClosed |
$5.1M - $5.17M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.08KClosed |
$58.6K - $59.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-9.78KClosed |
$530K - $553K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.44KClosed |
$403K - $421K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.05KClosed |
$56.9K - $59.4K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-44Closed |
$2.38K - $2.49K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.8KClosed |
$422K - $441K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-161Closed |
$9.03K - $9.13K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.36KClosed |
$245K - $247K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-63Closed |
$3.53K - $3.57K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.49K- 31.67% |
$84.1K - $85.3K
|
3.22K
$149K
|
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.02KClosed |
$396K - $402K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.19KClosed |
$349K - $354K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20New |
$1.1K - $1.13K
|
20
$928
|
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-20KClosed |
$1.1M - $1.13M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.5KClosed |
$2.17M - $2.34M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-409Closed |
$21.4K - $23K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
124New |
$6.63K - $6.76K
|
124
$5.75K
|
|