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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 17.02% |
$49.7K - $51.5K
|
5.27K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.7K- 5.95% |
$491K - $509K
|
169K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.8K- 26.97% |
$957K - $991K
|
56.4K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
747New |
$34.3K - $35.5K
|
747
$34.7K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 36.66% |
$816K - $846K
|
66.3K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8.31K+ 5.19% |
$382K - $395K
|
168K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 5.43% |
$17.6M - $18.2M
|
7.43M
$345M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$223K - $231K
|
4.85K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.53K+ 32.81% |
$162K - $168K
|
14.3K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.08K+ 10.46% |
$49.5K - $51.2K
|
11.4K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
333+ 2.58% |
$15.3K - $15.8K
|
13.2K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-660- 0.1% |
$30.3K - $31.4K
|
672K
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.35KNew |
$246K - $255K
|
5.35K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 6.91% |
$1.47K - $1.52K
|
495
$23K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
580+ 3.17% |
$26.6K - $27.6K
|
18.9K
$875K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 1.85% |
$123K - $127K
|
142K
$6.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.67K+ 4.8% |
$444K - $460K
|
211K
$9.81M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 54.14% |
$5.21M - $5.4M
|
96.1K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
462+ 3.74% |
$21.2K - $22K
|
12.8K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.74KNew |
$264K - $273K
|
5.74K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 39.43% |
$579K - $600K
|
44.6K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.97K+ 1.64% |
$458K - $474K
|
618K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 37.66% |
$1.31M - $1.36M
|
105K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 94.55% |
$688K - $713K
|
30.8K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.32% |
$276 - $285
|
1.86K
$86.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63K+ 13.19% |
$2.89M - $3M
|
540K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
309+ 0.64% |
$14.2K - $14.7K
|
48.8K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.2K+ 5.36% |
$4.01M - $4.15M
|
1.71M
$79.6M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11+ 0.01% |
$505 - $523
|
84.2K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-253- 4.14% |
$11.6K - $12K
|
5.87K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-136- 1.49% |
$6.25K - $6.47K
|
8.97K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
752New |
$34.5K - $35.8K
|
752
$34.9K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.79K+ 151.64% |
$403K - $418K
|
14.6K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.41K+ 23.73% |
$202K - $210K
|
23K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
8.87K+ 25.79% |
$407K - $422K
|
43.3K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
470+ 0.94% |
$21.6K - $22.4K
|
50.5K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
447New |
$20.5K - $21.3K
|
447
$20.7K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
315+ 1.74% |
$14.5K - $15K
|
18.4K
$853K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-969- 39.12% |
$44.5K - $46.1K
|
1.51K
$70K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 5.87% |
$669K - $693K
|
263K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
469+ 6.73% |
$21.5K - $22.3K
|
7.44K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
386+ 4.12% |
$17.7K - $18.4K
|
9.76K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.6K+ 36.53% |
$211K - $219K
|
17.2K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2- 0.02% |
$91.8 - $95.2
|
11.7K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.03K+ 111.64% |
$277K - $287K
|
11.4K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.36K+ 21.14% |
$246K - $255K
|
30.7K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.6K+ 23.13% |
$1.08M - $1.12M
|
125K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3K+ 9.11% |
$138K - $143K
|
36K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75K+ 22.7% |
$126K - $131K
|
14.8K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.7K+ 5.95% |
$4.3M - $4.46M
|
1.67M
$77.4M
|