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 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-128K- 58.92% |
$5.89M - $6.24M
|
88.9K
$4.18M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103+ 2.18% |
$4.76K - $5.04K
|
4.83K
$227K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-585K- 52.63% |
$27M - $28.6M
|
526K
$24.7M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.11K+ 41.46% |
$190K - $201K
|
14K
$658K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20.9K- 52.48% |
$966K - $1.02M
|
18.9K
$890K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
298+ 2.57% |
$13.8K - $14.6K
|
11.9K
$560K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15MNew |
$53.1M - $56.2M
|
1.15M
$54M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.1KNew |
$511K - $542K
|
11.1K
$520K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.92K- 13.31% |
$88.8K - $94.1K
|
12.5K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.72K+ 3.4% |
$218K - $231K
|
144K
$6.76M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 0.85% |
$83.6K - $88.5K
|
215K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
112+ 0.01% |
$5.17K - $5.48K
|
1.27M
$59.9M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 7.89% |
$623K - $660K
|
185K
$8.67M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 1.33% |
$100K - $106K
|
166K
$7.8M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 13.97% |
$132K - $140K
|
23.4K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
243K+ 16.25% |
$11.2M - $11.9M
|
1.74M
$81.7M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.2K+ 4.34% |
$607K - $643K
|
316K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.53KNew |
$70.8K - $75K
|
1.53K
$72K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.01K- 5.63% |
$46.7K - $49.5K
|
17K
$797K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 8.85% |
$46.8K - $49.6K
|
12.5K
$586K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
581+ 6.06% |
$26.8K - $28.4K
|
10.2K
$478K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 3.81% |
$520K - $551K
|
307K
$14.4M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.58K+ 4.5% |
$72.7K - $77K
|
36.6K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-125- 1.81% |
$5.77K - $6.12K
|
6.77K
$318K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 5.15% |
$37.5K - $39.7K
|
16.6K
$779K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$2.4K - $2.54K
|
52
$2.44K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 13.26% |
$100K - $106K
|
14.2K
$666K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.4K+ 2.68% |
$2.01M - $2.12M
|
1.66M
$78.2M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-913- 9.8% |
$42.2K - $44.7K
|
8.41K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.51K+ 14.25% |
$69.5K - $73.6K
|
12.1K
$567K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 2.39% |
$50.7K - $53.7K
|
44.7K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-48.4K- 36.39% |
$2.24M - $2.37M
|
84.7K
$3.98M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.0% |
$92.4 - $97.8
|
98.1K
$4.61M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83New |
$3.83K - $4.06K
|
83
$3.9K
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.43K+ 16.56% |
$204K - $216K
|
31.1K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-79K- 20.92% |
$3.65M - $3.86M
|
298K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
142KNew |
$6.56M - $6.94M
|
142K
$6.67M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.95% |
$739 - $783
|
1.67K
$78.2K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-300- 60.0% |
$13.9K - $14.7K
|
200
$9.4K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.23K+ 36.82% |
$195K - $207K
|
15.7K
$738K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
55.8KNew |
$2.58M - $2.73M
|
55.8K
$2.62M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
863+ 4.1% |
$39.9K - $42.2K
|
21.9K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
29.1KNew |
$1.34M - $1.42M
|
29.1K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.39K+ 31.87% |
$110K - $117K
|
9.89K
$465K
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.06K+ 12.7% |
$234K - $248K
|
44.9K
$2.11M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
69New |
$3.19K - $3.38K
|
69
$3.24K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.58K+ 3.07% |
$73K - $77.3K
|
53.1K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.76K- 2.77% |
$128K - $135K
|
97.2K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 5.36% |
$416 - $440
|
159
$7.47K
|