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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
33.7K+ 18.12% |
$1.55M - $1.6M
|
220K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
425New |
$19.5K - $20.2K
|
425
$20.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.27K- 34.58% |
$242K - $251K
|
9.97K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.84K+ 26.14% |
$268K - $278K
|
28.2K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.77K+ 12.54% |
$173K - $179K
|
33.8K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.03K- 6.51% |
$185K - $192K
|
57.8K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
926+ 6.15% |
$42.5K - $44.1K
|
16K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 30.35% |
$931K - $965K
|
87.1K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-103- 0.46% |
$4.73K - $4.9K
|
22.2K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 30.44% |
$61.9K - $64.1K
|
5.78K
$274K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 12.21% |
$598K - $620K
|
120K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 31.04% |
$4.64M - $4.81M
|
427K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.47K+ 58.46% |
$435K - $450K
|
25.7K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 25.52% |
$75.5K - $78.3K
|
4.8K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-674- 11.36% |
$31K - $32.1K
|
5.26K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.01K- 10.91% |
$46.2K - $47.9K
|
8.22K
$390K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.36K- 42.79% |
$430K - $445K
|
12.5K
$593K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.84K+ 88.96% |
$222K - $230K
|
10.3K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.61K+ 2.18% |
$120K - $124K
|
122K
$5.79M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.48KNew |
$206K - $213K
|
4.48K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 72.04% |
$9.23K - $9.56K
|
480
$22.7K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-79- 82.29% |
$3.63K - $3.76K
|
17
$805
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.09K+ 64.38% |
$188K - $195K
|
10.5K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
36+ 0.17% |
$1.65K - $1.71K
|
21.6K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.52% |
$45.9 - $47.6
|
67
$3.17K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.63K- 26.96% |
$121K - $125K
|
7.12K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.43KNew |
$341K - $354K
|
7.43K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.02K+ 32.17% |
$185K - $191K
|
16.5K
$783K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
722+ 2.34% |
$33.2K - $34.4K
|
31.5K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.9K- 12.11% |
$775K - $803K
|
123K
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.7K+ 7.43% |
$124K - $128K
|
39K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
446+ 7.2% |
$20.5K - $21.2K
|
6.64K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 15.43% |
$59.8K - $62K
|
7.14K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
274+ 5.39% |
$12.6K - $13K
|
5.36K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$211K - $219K
|
4.6K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.47K- 2.29% |
$67.4K - $69.8K
|
62.7K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224+ 23.91% |
$10.3K - $10.7K
|
1.16K
$55K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-764- 0.6% |
$35.1K - $36.4K
|
127K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.56K+ 4.1% |
$117K - $122K
|
65K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
42.4K+ 12.53% |
$1.95M - $2.02M
|
381K
$18M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.87K+ 12.25% |
$85.7K - $88.8K
|
17.1K
$810K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 0.05% |
$964 - $999
|
40.7K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 14.74% |
$61.8K - $64K
|
10.5K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4KNew |
$202K - $209K
|
4.4K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
12.9K+ 1.82% |
$591K - $612K
|
720K
$34.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
455+ 8.28% |
$20.9K - $21.6K
|
5.95K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 14.31% |
$144K - $150K
|
25.1K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-480- 2.07% |
$22K - $22.8K
|
22.7K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176New |
$8.08K - $8.37K
|
176
$8.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21.6K+ 5.6% |
$994K - $1.03M
|
408K
$19.4M
|