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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-708- 4.15% |
$32.5K - $33.7K
|
16.3K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
548+ 4.78% |
$25.2K - $26.1K
|
12K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-176- 2.05% |
$8.08K - $8.37K
|
8.4K
$398K
|
|
|
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
$475K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-968- 5.37% |
$44.5K - $46.1K
|
17K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.47M - $5.67M
|
119K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
282+ 5.23% |
$12.9K - $13.4K
|
5.68K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
21.6K+ 74.55% |
$994K - $1.03M
|
50.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.15K+ 13.29% |
$52.7K - $54.6K
|
9.79K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.06% |
$643 - $666
|
21.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.43K- 3.33% |
$65.7K - $68K
|
41.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.1K+ 34.96% |
$2.26M - $2.34M
|
190K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 29.4% |
$203K - $210K
|
19.4K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.85K- 28.27% |
$177K - $183K
|
9.77K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 4.36% |
$181K - $187K
|
86.3K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
56.7K+ 16.55% |
$2.6M - $2.7M
|
399K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7.16K+ 61.14% |
$329K - $341K
|
18.9K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 6.01% |
$1.42M - $1.47M
|
546K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.8K+ 132.66% |
$1M - $1.04M
|
38.3K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.54K+ 4.99% |
$116K - $121K
|
53.4K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$237K - $245K
|
5.15K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.1K+ 68.97% |
$142K - $147K
|
7.59K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.2K- 2.69% |
$515K - $533K
|
406K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.77K+ 49.1% |
$311K - $322K
|
20.6K
$974K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.82K- 27.24% |
$359K - $372K
|
20.9K
$990K
|
|
|
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
$52.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 30.88% |
$804K - $833K
|
74.2K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 7.5% |
$172K - $178K
|
53.7K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.99KNew |
$275K - $285K
|
5.99K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.68K+ 7.53% |
$353K - $366K
|
110K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 2.31% |
$1.5M - $1.56M
|
1.39M
$65.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.7K+ 1.23% |
$170K - $176K
|
303K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
388+ 2.55% |
$17.8K - $18.5K
|
15.6K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.13K+ 17.31% |
$190K - $196K
|
28K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80K+ 7.13% |
$3.67M - $3.81M
|
1.2M
$57M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
747New |
$34.3K - $35.5K
|
747
$35.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.8K- 26.97% |
$957K - $991K
|
56.4K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 36.66% |
$816K - $846K
|
66.3K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.7K- 5.95% |
$491K - $509K
|
169K
$8.01M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 17.02% |
$49.7K - $51.5K
|
5.27K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.47K- 44.99% |
$159K - $165K
|
4.25K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8.31K+ 5.19% |
$382K - $395K
|
168K
$7.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 5.43% |
$17.6M - $18.2M
|
7.43M
$352M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$223K - $231K
|
4.85K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.53K+ 32.81% |
$162K - $168K
|
14.3K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.08K+ 10.46% |
$49.5K - $51.2K
|
11.4K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
333+ 2.58% |
$15.3K - $15.8K
|
13.2K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.35KNew |
$246K - $255K
|
5.35K
$254K
|