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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-94.8K- 10.5% |
$4.35M - $4.51M
|
808K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.95KNew |
$227K - $235K
|
4.95K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.6K+ 19.57% |
$211K - $219K
|
28.1K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.5K+ 55.34% |
$161K - $167K
|
9.83K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.81K- 12.08% |
$83.3K - $86.3K
|
13.2K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96K+ 18.91% |
$89.8K - $93.1K
|
12.3K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.66K- 10.51% |
$76.3K - $79.1K
|
14.2K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
72.4KNew |
$3.32M - $3.44M
|
72.4K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88K+ 62.72% |
$316K - $328K
|
17.9K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.7% |
$45.9 - $47.6
|
144
$6.68K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.2K+ 470.64% |
$2.26M - $2.34M
|
59.7K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.01KNew |
$230K - $238K
|
5.01K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-176- 2.05% |
$8.08K - $8.37K
|
8.4K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-708- 4.15% |
$32.5K - $33.7K
|
16.3K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
548+ 4.78% |
$25.2K - $26.1K
|
12K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.05KClosed |
$278K - $288K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.73% |
$3.35K - $3.47K
|
10K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-968- 5.37% |
$44.5K - $46.1K
|
17K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.47M - $5.67M
|
119K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
282+ 5.23% |
$12.9K - $13.4K
|
5.68K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
21.6K+ 74.55% |
$994K - $1.03M
|
50.7K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.15K+ 13.29% |
$52.7K - $54.6K
|
9.79K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.06% |
$643 - $666
|
21.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.43K- 3.33% |
$65.7K - $68K
|
41.6K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.1K+ 34.96% |
$2.26M - $2.34M
|
190K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 29.4% |
$203K - $210K
|
19.4K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.85K- 28.27% |
$177K - $183K
|
9.77K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 4.36% |
$181K - $187K
|
86.3K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
56.7K+ 16.55% |
$2.6M - $2.7M
|
399K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7.16K+ 61.14% |
$329K - $341K
|
18.9K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 6.01% |
$1.42M - $1.47M
|
546K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.8K+ 132.66% |
$1M - $1.04M
|
38.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.54K+ 4.99% |
$116K - $121K
|
53.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$237K - $245K
|
5.15K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.1K+ 68.97% |
$142K - $147K
|
7.59K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.2K- 2.69% |
$515K - $533K
|
406K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.77K+ 49.1% |
$311K - $322K
|
20.6K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.82K- 27.24% |
$359K - $372K
|
20.9K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$51.2K - $53.1K
|
1.12K
$51.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 30.88% |
$804K - $833K
|
74.2K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 7.5% |
$172K - $178K
|
53.7K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.99KNew |
$275K - $285K
|
5.99K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.68K+ 7.53% |
$353K - $366K
|
110K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 2.31% |
$1.5M - $1.56M
|
1.39M
$64.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.7K+ 1.23% |
$170K - $176K
|
303K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
388+ 2.55% |
$17.8K - $18.5K
|
15.6K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.13K+ 17.31% |
$190K - $196K
|
28K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80K+ 7.13% |
$3.67M - $3.81M
|
1.2M
$55.8M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.47K- 44.99% |
$159K - $165K
|
4.25K
$197K
|