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 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
57+ 0.49% |
$2.62K - $2.71K
|
11.7K
$542K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 19.24% |
$159K - $164K
|
14.5K
$672K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
83+ 296.43% |
$3.81K - $3.95K
|
111
$5.15K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.26K- 5.05% |
$58K - $60.1K
|
23.8K
$1.1M
|
|
| Q4 2024 | |||||||
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
9.2KNew |
$426K - $447K
|
9.2K
$427K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-181- 18.15% |
$8.39K - $8.8K
|
816
$37.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257+ 88.01% |
$11.9K - $12.5K
|
549
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4KNew |
$158K - $165K
|
3.4K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-674- 58.3% |
$31.2K - $32.8K
|
482
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
570+ 3.01% |
$26.4K - $27.7K
|
19.5K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$5.16M - $5.42M
|
111K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443New |
$20.5K - $21.5K
|
443
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 62.17% |
$74.2K - $77.9K
|
4.18K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
644New |
$29.8K - $31.3K
|
644
$29.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 37.5% |
$556 - $583
|
44
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 6.2% |
$2.97K - $3.11K
|
969
$45K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.2KNew |
$2.88M - $3.02M
|
62.2K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 4.65% |
$92.7 - $97.2
|
41
$1.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
10.3K+ 91.01% |
$477K - $501K
|
21.6K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84KNew |
$270K - $284K
|
5.84K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$80K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$838K - $879K
|
18.1K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-28K- 31.49% |
$1.3M - $1.36M
|
60.9K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-916- 25.71% |
$42.4K - $44.5K
|
2.65K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
184New |
$8.52K - $8.94K
|
184
$8.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-610- 86.16% |
$28.3K - $29.6K
|
98
$4.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 0.29% |
$834 - $875
|
6.15K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.02K - $1.07K
|
22
$1.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.71KNew |
$404K - $423K
|
8.71K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$85.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.45% |
$7.55K - $7.92K
|
36.4K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
212New |
$9.82K - $10.3K
|
212
$9.84K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
185New |
$8.57K - $8.99K
|
185
$8.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.71% |
$1.67K - $1.75K
|
5.13K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
198+ 5.94% |
$9.17K - $9.62K
|
3.53K
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-40- 7.27% |
$1.85K - $1.94K
|
510
$23.7K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$7.91M - $8.3M
|
171K
$7.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.95% |
$5.88K - $6.17K
|
13.4K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
229+ 40.6% |
$10.6K - $11.1K
|
793
$36.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10K+ 16.1% |
$463K - $486K
|
72.1K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 0.76% |
$973 - $1.02K
|
2.74K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$46.3 - $48.6
|
1
$46.4
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-644- 11.03% |
$29.8K - $31.3K
|
5.2K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.53KNew |
$70.7K - $74.2K
|
1.53K
$70.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.4KNew |
$343K - $360K
|
7.4K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.9K- 58.99% |
$966K - $1.01M
|
14.5K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$185 - $194
|
4
$186
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 61.2% |
$50.6K - $53.1K
|
693
$32.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.46M
|
|