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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 0.4% |
$185 - $196
|
997
$46.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
122+ 0.56% |
$5.63K - $5.97K
|
21.9K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 4.79% |
$479K - $507K
|
227K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
18.7K+ 5.68% |
$862K - $913K
|
347K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
17.1K+ 8.91% |
$790K - $837K
|
209K
$9.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
13+ 3.33% |
$600 - $636
|
403
$18.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 1.48% |
$8.36K - $8.85K
|
12.4K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.14K- 8.0% |
$98.8K - $105K
|
24.6K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.14KNew |
$237K - $252K
|
5.14K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.69K+ 7.48% |
$401K - $425K
|
125K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.79K+ 13.19% |
$314K - $332K
|
58.3K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 0.5% |
$2.17K - $2.3K
|
9.54K
$448K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 2.98% |
$1.02K - $1.08K
|
716
$33.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
277+ 3.97% |
$12.8K - $13.6K
|
7.26K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
7.23K+ 14.33% |
$334K - $354K
|
57.7K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
829+ 9.08% |
$38.3K - $40.6K
|
9.95K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.63K+ 16.24% |
$214K - $226K
|
33.1K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-581- 12.22% |
$26.8K - $28.4K
|
4.17K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.03K+ 7.27% |
$47.5K - $50.3K
|
15.2K
$712K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.61K+ 8.64% |
$121K - $128K
|
32.8K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
26.2K+ 4.27% |
$1.21M - $1.28M
|
639K
$30M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.96% |
$369 - $391
|
844
$39.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.14K+ 0.74% |
$284K - $300K
|
834K
$39.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-138- 2.57% |
$6.37K - $6.75K
|
5.23K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.2K+ 30.31% |
$379K - $401K
|
35.3K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-375- 3.69% |
$17.3K - $18.3K
|
9.8K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
82+ 1.48% |
$3.79K - $4.01K
|
5.62K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28- 0.54% |
$1.29K - $1.37K
|
5.12K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
916+ 16.98% |
$42.3K - $44.8K
|
6.31K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12K+ 30.17% |
$554K - $587K
|
51.8K
$2.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
757+ 1.31% |
$35K - $37K
|
58.4K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 74.81% |
$1.37M - $1.45M
|
69.5K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
166New |
$7.67K - $8.12K
|
166
$7.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.33K+ 41.05% |
$154K - $163K
|
11.5K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.53K- 12.31% |
$70.7K - $74.8K
|
10.9K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10.8K+ 38.96% |
$500K - $529K
|
38.6K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
292+ 2.65% |
$13.5K - $14.3K
|
11.3K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-192- 71.38% |
$8.87K - $9.39K
|
77
$3.62K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.58KNew |
$211K - $224K
|
4.58K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.53KNew |
$209K - $222K
|
4.53K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 1.22% |
$462 - $489
|
827
$38.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
270+ 4.14% |
$12.5K - $13.2K
|
6.8K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.32K+ 2.51% |
$60.7K - $64.3K
|
53.7K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-456- 1.52% |
$21.1K - $22.3K
|
29.6K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
4.86KNew |
$224K - $238K
|
4.86K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
156+ 0.96% |
$7.2K - $7.63K
|
16.4K
$770K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 11.23% |
$896K - $949K
|
192K
$9.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.4K+ 53.23% |
$1.36M - $1.44M
|
84.7K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 19.82% |
$76.6K - $81.2K
|
10K
$471K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.83% |
$3K - $3.18K
|
7.79K
$366K
|