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 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
407+ 1.86% |
$18.9K - $19.8K
|
22.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.68K- 1.41% |
$124K - $130K
|
188K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 6.2% |
$2.97K - $3.11K
|
969
$45.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.09K+ 19.12% |
$189K - $199K
|
25.5K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.9K+ 14.72% |
$2.04M - $2.14M
|
342K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
793+ 15.42% |
$36.7K - $38.5K
|
5.94K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.12K+ 4.21% |
$52K - $54.6K
|
27.8K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
22.6K+ 6.49% |
$1.05M - $1.1M
|
370K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 7.96% |
$2.14M - $2.25M
|
628K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
3.92KNew |
$182K - $191K
|
3.92K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.56K- 6.19% |
$258K - $270K
|
84.2K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
96New |
$4.45K - $4.67K
|
96
$4.54K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
521+ 1.3% |
$24.1K - $25.3K
|
40.7K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.71K+ 30.15% |
$265K - $278K
|
24.6K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
10.3K+ 91.01% |
$477K - $501K
|
21.6K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.99K+ 27.95% |
$185K - $194K
|
18.3K
$864K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.7K+ 42.04% |
$2.77M - $2.9M
|
202K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-711- 2.94% |
$32.9K - $34.6K
|
23.5K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 20.54% |
$12.4M - $13M
|
1.57M
$74.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 7.19% |
$5.54M - $5.81M
|
1.78M
$84.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 18.05% |
$11.5M - $12.1M
|
1.63M
$76.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$81.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.85K+ 38.73% |
$225K - $236K
|
17.4K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
54.9KNew |
$2.54M - $2.67M
|
54.9K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
138+ 2.3% |
$6.39K - $6.71K
|
6.15K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84KNew |
$270K - $284K
|
5.84K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 7.17% |
$46.5K - $48.8K
|
15K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.2% |
$92.7 - $97.2
|
168
$7.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.3K+ 9.23% |
$1.87M - $1.96M
|
477K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.76K- 1.07% |
$81.7K - $85.7K
|
163K
$7.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.3K+ 3.01% |
$292K - $306K
|
215K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.23K+ 39.67% |
$289K - $303K
|
21.9K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
66New |
$3.06K - $3.21K
|
66
$3.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-148- 0.63% |
$6.86K - $7.19K
|
23.2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-994- 5.25% |
$46.1K - $48.3K
|
17.9K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
7.45K+ 22.69% |
$345K - $362K
|
40.3K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.25K+ 0.54% |
$104K - $109K
|
417K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 0.64% |
$1.39K - $1.46K
|
4.67K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 3.91% |
$1.51M - $1.59M
|
866K
$40.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
445+ 0.84% |
$20.6K - $21.6K
|
53.6K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
772+ 3.14% |
$35.8K - $37.5K
|
25.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$838K - $879K
|
18.1K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-44.1K- 79.04% |
$2.04M - $2.14M
|
11.7K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.17K+ 26.27% |
$147K - $154K
|
15.2K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
970+ 11.54% |
$44.9K - $47.1K
|
9.38K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.6% |
$259K - $272K
|
209K
$9.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.12KNew |
$283K - $297K
|
6.12K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-28K- 31.49% |
$1.3M - $1.36M
|
60.9K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.1K+ 89.03% |
$697K - $732K
|
32K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.96KNew |
$230K - $241K
|
4.96K
$234K
|