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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73.7K- 39.28% |
$3.38M - $3.51M
|
114K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42K+ 2.01% |
$341K - $353K
|
377K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
813+ 11.84% |
$37.3K - $38.7K
|
7.68K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
808+ 15.07% |
$37.1K - $38.4K
|
6.17K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 1.96% |
$153K - $158K
|
173K
$8.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 2.8% |
$50.1K - $52K
|
37.9K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.41KNew |
$203K - $210K
|
4.41K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-115- 16.17% |
$5.28K - $5.47K
|
596
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-575- 3.96% |
$26.4K - $27.4K
|
14K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.42K+ 4.46% |
$65.2K - $67.6K
|
33.3K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24.6K+ 38.74% |
$1.13M - $1.17M
|
88.3K
$4.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.05K- 21.75% |
$278K - $288K
|
21.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 30.97% |
$90K - $93.2K
|
8.29K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-20- 0.05% |
$918 - $952
|
39.1K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11M+ 24.09% |
$50.8M - $52.6M
|
5.7M
$270M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
9+ 1.66% |
$413 - $428
|
552
$26.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
117K+ 18.04% |
$5.37M - $5.56M
|
765K
$36.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
169+ 0.97% |
$7.76K - $8.04K
|
17.6K
$834K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13.6KNew |
$624K - $647K
|
13.6K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4K+ 29.98% |
$184K - $191K
|
17.4K
$822K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 4.41% |
$13.9K - $14.4K
|
6.56K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.73% |
$184 - $190
|
552
$26.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.51K+ 45.91% |
$69.1K - $71.6K
|
4.78K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.27% |
$1.88K - $1.95K
|
15.5K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.8K- 24.28% |
$358K - $371K
|
24.3K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.91K+ 70.22% |
$225K - $234K
|
11.9K
$564K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.7K+ 36.93% |
$1.09M - $1.13M
|
87.7K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 0.42% |
$1.79K - $1.86K
|
9.22K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.23K+ 8.47% |
$56.5K - $58.6K
|
15.8K
$747K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6.63K+ 11.38% |
$304K - $315K
|
64.9K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 0.69% |
$58K - $60.1K
|
185K
$8.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.24K+ 8.93% |
$56.8K - $58.9K
|
15.1K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.06% |
$138 - $143
|
5.27K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.55% |
$1.56K - $1.62K
|
6.19K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-335- 6.32% |
$15.4K - $15.9K
|
4.97K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
845+ 9.91% |
$38.8K - $40.2K
|
9.38K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.36K- 10.9% |
$62.3K - $64.5K
|
11.1K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 3.2% |
$50.5K - $52.3K
|
33.3K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.5K- 11.99% |
$895K - $928K
|
143K
$6.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$805
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-156- 3.15% |
$7.16K - $7.42K
|
4.8K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$805
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
606+ 13.49% |
$27.8K - $28.8K
|
5.1K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 44.36% |
$515K - $534K
|
36.5K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 1.67% |
$3.58K - $3.71K
|
4.6K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19.9KNew |
$916K - $949K
|
19.9K
$945K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 23.72% |
$94.5K - $97.9K
|
10.7K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 27.71% |
$279K - $290K
|
28K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-106- 2.2% |
$4.87K - $5.04K
|
4.71K
$223K
|