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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 1.85% |
$123K - $127K
|
142K
$6.72M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 6.91% |
$1.47K - $1.52K
|
495
$23.5K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.74KNew |
$264K - $273K
|
5.74K
$272K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
462+ 3.74% |
$21.2K - $22K
|
12.8K
$607K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.67K+ 4.8% |
$444K - $460K
|
211K
$10M
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
580+ 3.17% |
$26.6K - $27.6K
|
18.9K
$893K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 37.66% |
$1.31M - $1.36M
|
105K
$4.96M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.97K+ 1.64% |
$458K - $474K
|
618K
$29.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.2K+ 5.36% |
$4.01M - $4.15M
|
1.71M
$81.3M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 94.55% |
$688K - $713K
|
30.8K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.32% |
$276 - $285
|
1.86K
$88.1K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63K+ 13.19% |
$2.89M - $3M
|
540K
$25.6M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 39.43% |
$579K - $600K
|
44.6K
$2.11M
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
309+ 0.64% |
$14.2K - $14.7K
|
48.8K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
752New |
$34.5K - $35.8K
|
752
$35.6K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11+ 0.01% |
$505 - $523
|
84.2K
$3.99M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
8.87K+ 25.79% |
$407K - $422K
|
43.3K
$2.05M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.41K+ 23.73% |
$202K - $210K
|
23K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.79K+ 151.64% |
$403K - $418K
|
14.6K
$691K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-136- 1.49% |
$6.25K - $6.47K
|
8.97K
$425K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-253- 4.14% |
$11.6K - $12K
|
5.87K
$278K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
447New |
$20.5K - $21.3K
|
447
$21.2K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
470+ 0.94% |
$21.6K - $22.4K
|
50.5K
$2.39M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
315+ 1.74% |
$14.5K - $15K
|
18.4K
$871K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-969- 39.12% |
$44.5K - $46.1K
|
1.51K
$71.4K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 5.87% |
$669K - $693K
|
263K
$12.4M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
469+ 6.73% |
$21.5K - $22.3K
|
7.44K
$353K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
386+ 4.12% |
$17.7K - $18.4K
|
9.76K
$462K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.6K+ 36.53% |
$211K - $219K
|
17.2K
$814K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2- 0.02% |
$91.8 - $95.2
|
11.7K
$554K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75K+ 22.7% |
$126K - $131K
|
14.8K
$703K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3K+ 9.11% |
$138K - $143K
|
36K
$1.7M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.6K+ 23.13% |
$1.08M - $1.12M
|
125K
$5.95M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.36K+ 21.14% |
$246K - $255K
|
30.7K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.03K+ 111.64% |
$277K - $287K
|
11.4K
$542K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
789+ 149.43% |
$36.2K - $37.5K
|
1.32K
$62.4K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.9K+ 39.38% |
$133K - $138K
|
10.3K
$486K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$918 - $952
|
3.94K
$187K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-23.1K- 10.7% |
$1.06M - $1.1M
|
192K
$9.12M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.7K+ 5.95% |
$4.3M - $4.46M
|
1.67M
$79.1M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-66- 1.26% |
$3.03K - $3.14K
|
5.16K
$244K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.84K+ 58.09% |
$268K - $278K
|
15.9K
$753K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-108- 0.77% |
$4.96K - $5.14K
|
14K
$661K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.25K+ 34.15% |
$103K - $107K
|
8.83K
$418K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.23K- 16.64% |
$56.3K - $58.3K
|
6.14K
$291K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 3.14% |
$10.3K - $10.7K
|
7.38K
$350K
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
707+ 4.32% |
$32.5K - $33.6K
|
17.1K
$809K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 24.05% |
$84.3K - $87.3K
|
9.47K
$448K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
775+ 13.99% |
$35.6K - $36.9K
|
6.31K
$299K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 30.16% |
$144K - $150K
|
13.6K
$643K
|