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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 3.2% |
$50.5K - $52.3K
|
33.3K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.36K- 10.9% |
$62.3K - $64.5K
|
11.1K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
845+ 9.91% |
$38.8K - $40.2K
|
9.38K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$789
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-156- 3.15% |
$7.16K - $7.42K
|
4.8K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.26% |
$1.15K - $1.19K
|
9.72K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.5K- 11.99% |
$895K - $928K
|
143K
$6.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-12.8K- 23.38% |
$589K - $611K
|
42K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 329.52% |
$6.08M - $6.3M
|
173K
$8.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-335- 6.32% |
$15.4K - $15.9K
|
4.97K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19.9KNew |
$916K - $949K
|
19.9K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 1.67% |
$3.58K - $3.71K
|
4.6K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 44.36% |
$515K - $534K
|
36.5K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
606+ 13.49% |
$27.8K - $28.8K
|
5.1K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$789
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 23.72% |
$94.5K - $97.9K
|
10.7K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.54K+ 44.07% |
$163K - $169K
|
11.6K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 27.71% |
$279K - $290K
|
28K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-106- 2.2% |
$4.87K - $5.04K
|
4.71K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-726- 1.91% |
$33.3K - $34.5K
|
37.3K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.32KNew |
$428K - $443K
|
9.32K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.03% |
$657K - $681K
|
189K
$8.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.15K+ 4.84% |
$98.7K - $102K
|
46.6K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.01K+ 22.33% |
$46.5K - $48.2K
|
5.55K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
188KNew |
$8.64M - $8.96M
|
188K
$8.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
540+ 1.26% |
$24.8K - $25.7K
|
43.5K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.44K+ 44.37% |
$112K - $116K
|
7.94K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3.36K- 26.57% |
$154K - $160K
|
9.28K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-425- 8.65% |
$19.5K - $20.2K
|
4.49K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 28.78% |
$54K - $56K
|
5.27K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 28.17% |
$31.1K - $32.2K
|
3.08K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-505- 2.89% |
$23.2K - $24K
|
16.9K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
6.33KNew |
$291K - $301K
|
6.33K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.89K+ 25.93% |
$86.7K - $89.8K
|
9.17K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.44K- 0.71% |
$65.9K - $68.3K
|
202K
$9.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-720- 8.09% |
$33.1K - $34.3K
|
8.18K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.3K+ 735.5% |
$473K - $490K
|
11.7K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.88KNew |
$132K - $137K
|
2.88K
$133K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 8.18% |
$98.9K - $102K
|
24.2K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.37K- 40.55% |
$155K - $161K
|
4.95K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.7K+ 6.2% |
$2.47M - $2.56M
|
920K
$42.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
517+ 2.62% |
$23.7K - $24.6K
|
20.3K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21KNew |
$962K - $997K
|
21K
$973K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-112- 0.47% |
$5.14K - $5.33K
|
23.8K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$45.9 - $47.6
|
169
$7.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 1.63% |
$3.67K - $3.81K
|
4.99K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
74K+ 216.01% |
$3.4M - $3.52M
|
108K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-542- 10.35% |
$24.9K - $25.8K
|
4.69K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.2K+ 30.97% |
$422K - $438K
|
38.9K
$1.81M
|