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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 13.97% |
$132K - $140K
|
23.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-300- 60.0% |
$13.9K - $14.7K
|
200
$9.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83New |
$3.83K - $4.06K
|
83
$3.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-108- 2.2% |
$4.99K - $5.28K
|
4.8K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 5.36% |
$416 - $440
|
159
$7.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
69New |
$3.19K - $3.38K
|
69
$3.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
70+ 1.62% |
$3.23K - $3.42K
|
4.38K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.71K- 1.07% |
$125K - $132K
|
250K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.23K- 20.79% |
$56.7K - $60.1K
|
4.68K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.21KNew |
$195K - $206K
|
4.21K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
722New |
$33.3K - $35.3K
|
722
$34.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.79K+ 13.19% |
$314K - $332K
|
58.3K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 0.4% |
$185 - $196
|
997
$47.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-581- 12.22% |
$26.8K - $28.4K
|
4.17K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
829+ 9.08% |
$38.3K - $40.6K
|
9.95K
$471K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.96% |
$369 - $391
|
844
$39.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-192- 71.38% |
$8.87K - $9.39K
|
77
$3.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.53KNew |
$209K - $222K
|
4.53K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
4.86KNew |
$224K - $238K
|
4.86K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
156+ 0.96% |
$7.2K - $7.63K
|
16.4K
$775K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157+ 3.4% |
$7.25K - $7.68K
|
4.77K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-4.23K- 30.61% |
$195K - $207K
|
9.59K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.1K+ 36.62% |
$789K - $835K
|
63.7K
$3.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.31KNew |
$430K - $455K
|
9.31K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 3.87% |
$8.31K - $8.81K
|
4.83K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64New |
$2.96K - $3.13K
|
64
$3.03K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.3K+ 56.68% |
$152K - $161K
|
9.12K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$92.4 - $97.8
|
4.54K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 6.28% |
$2.35M - $2.48M
|
859K
$40.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-182K- 58.33% |
$8.42M - $8.92M
|
130K
$6.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 6.79% |
$14.9K - $15.8K
|
5.08K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
114New |
$5.26K - $5.58K
|
114
$5.39K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.18K- 21.58% |
$54.6K - $57.9K
|
4.3K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-243- 4.81% |
$11.2K - $11.9K
|
4.8K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
777New |
$35.9K - $38K
|
777
$36.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.34K+ 10.12% |
$61.7K - $65.3K
|
14.5K
$687K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
796+ 3.76% |
$36.8K - $38.9K
|
22K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12.2KNew |
$563K - $597K
|
12.2K
$577K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
232+ 4.49% |
$10.7K - $11.3K
|
5.4K
$255K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
391New |
$17.8K - $18.4K
|
391
$18.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.89KNew |
$86.1K - $88.7K
|
1.89K
$89.2K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.64KNew |
$212K - $218K
|
4.64K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8K+ 6272.8% |
$2.27M - $2.34M
|
50.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 21.85% |
$56.9K - $58.6K
|
4.46K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
64+ 3.87% |
$2.92K - $3.01K
|
1.72K
$81.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-368K- 13.91% |
$16.8M - $17.3M
|
2.28M
$108M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.89K- 14.76% |
$86.1K - $88.7K
|
10.9K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.92KNew |
$407K - $419K
|
8.92K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.03K+ 9.26% |
$46.8K - $48.2K
|
12.1K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
614New |
$28K - $28.9K
|
614
$29K
|
|