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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 26.2% |
$218K - $231K
|
13.3K
$626K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
107+ 2.36% |
$4.94K - $5.23K
|
4.64K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.54K+ 228.58% |
$164K - $173K
|
5.09K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 0.52% |
$5.82K - $6.16K
|
24.3K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 7.63% |
$63K - $66.8K
|
19.3K
$905K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111KNew |
$5.14M - $5.44M
|
111K
$5.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.72K+ 32.39% |
$79.5K - $84.2K
|
7.04K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-143- 0.56% |
$6.6K - $7K
|
25.5K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.64% |
$52.2K - $55.3K
|
25.5K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-243- 4.81% |
$11.2K - $11.9K
|
4.8K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
797+ 11.81% |
$36.8K - $39K
|
7.54K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.23K+ 11.22% |
$56.7K - $60.1K
|
12.2K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.46K+ 6.48% |
$160K - $169K
|
56.9K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 15.21% |
$48.2K - $51K
|
7.9K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-198- 1.05% |
$9.14K - $9.69K
|
18.7K
$881K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
408+ 0.97% |
$18.8K - $20K
|
42.5K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 9.31% |
$809K - $857K
|
206K
$9.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.44K+ 13.1% |
$297K - $315K
|
55.6K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
175+ 1.03% |
$8.08K - $8.56K
|
17.1K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
692+ 11.99% |
$32K - $33.9K
|
6.46K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.18K- 21.58% |
$54.6K - $57.9K
|
4.3K
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.84% |
$185 - $196
|
480
$22.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 0.96% |
$785 - $832
|
1.79K
$83.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.67K+ 4.35% |
$400K - $424K
|
208K
$9.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
271+ 0.35% |
$12.5K - $13.3K
|
77K
$3.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
231+ 1.37% |
$10.7K - $11.3K
|
17.1K
$804K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.34K+ 10.12% |
$61.7K - $65.3K
|
14.5K
$683K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
777New |
$35.9K - $38K
|
777
$36.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 15.71% |
$585K - $619K
|
67.9K
$3.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
796+ 3.76% |
$36.8K - $38.9K
|
22K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
56.5K+ 805.7% |
$2.61M - $2.76M
|
63.5K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-32.3K- 52.48% |
$1.49M - $1.58M
|
29.3K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
478+ 9.28% |
$22.1K - $23.4K
|
5.63K
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.72K+ 10.89% |
$126K - $133K
|
27.7K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-249- 8.25% |
$11.5K - $12.2K
|
2.77K
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.31K+ 3.67% |
$60.3K - $63.9K
|
36.9K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-114K- 18.66% |
$5.26M - $5.57M
|
496K
$23.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
557+ 0.93% |
$25.7K - $27.2K
|
60.2K
$2.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12.2KNew |
$563K - $597K
|
12.2K
$573K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
232+ 4.49% |
$10.7K - $11.3K
|
5.4K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 18.7% |
$1.29M - $1.36M
|
177K
$8.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.97% |
$55K - $58.2K
|
59.3K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 1.78% |
$130K - $138K
|
156K
$7.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.14K- 36.9% |
$191K - $202K
|
7.08K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
7.21K+ 20.99% |
$333K - $353K
|
41.6K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175K+ 229850.0% |
$8.07M - $8.55M
|
175K
$8.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
53+ 0.22% |
$2.45K - $2.59K
|
23.7K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.65K+ 19.44% |
$122K - $130K
|
16.3K
$765K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
748+ 12.38% |
$34.5K - $36.6K
|
6.79K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
235+ 0.97% |
$10.9K - $11.5K
|
24.4K
$1.15M
|