Latest Institutional Purchases of Ishares Esg Aware U.S. Aggrega (EAGG)
This list provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
188KNew |
$8.64M - $8.96M
|
188K
$8.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177K+ 57.38% |
$8.11M - $8.4M
|
484K
$22.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 329.52% |
$6.08M - $6.3M
|
173K
$8.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.4K+ 133.28% |
$4.2M - $4.35M
|
160K
$7.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
79.7K+ 57.78% |
$3.66M - $3.79M
|
218K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
74K+ 216.01% |
$3.4M - $3.52M
|
108K
$5.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.52M - $2.61M
|
54.9K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.7K+ 6.2% |
$2.47M - $2.56M
|
920K
$43.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 42.94% |
$1.23M - $1.27M
|
89.1K
$4.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 3.55% |
$1.02M - $1.06M
|
650K
$30.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
21.3K+ 117.89% |
$976K - $1.01M
|
39.3K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21KNew |
$962K - $997K
|
21K
$991K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19.9KNew |
$916K - $949K
|
19.9K
$943K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19KNew |
$871K - $903K
|
19K
$897K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
18.1K+ 31.06% |
$831K - $861K
|
76.4K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 11.69% |
$605K - $627K
|
126K
$5.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 112.65% |
$535K - $554K
|
22K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 44.36% |
$515K - $534K
|
36.5K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.3K+ 735.5% |
$473K - $490K
|
11.7K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.32KNew |
$428K - $443K
|
9.32K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.2K+ 30.97% |
$422K - $438K
|
38.9K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6.63K+ 11.38% |
$304K - $315K
|
64.9K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
6.33KNew |
$291K - $301K
|
6.33K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 27.71% |
$279K - $290K
|
28K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.01K+ 47.31% |
$276K - $286K
|
18.7K
$884K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.69KNew |
$261K - $270K
|
5.69K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.06K+ 2.76% |
$232K - $241K
|
189K
$8.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 5.77% |
$196K - $203K
|
78.2K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.54K+ 44.07% |
$163K - $169K
|
11.6K
$548K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.51K+ 8.84% |
$161K - $167K
|
43.2K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.44K+ 47.35% |
$158K - $163K
|
10.7K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37K+ 70.86% |
$155K - $160K
|
8.13K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.28K+ 10.36% |
$151K - $156K
|
35K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.16K+ 38.11% |
$145K - $150K
|
11.5K
$541K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 17.96% |
$144K - $149K
|
20.6K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.88KNew |
$132K - $137K
|
2.88K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.44K+ 44.37% |
$112K - $116K
|
7.94K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.15K+ 4.84% |
$98.7K - $102K
|
46.6K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 23.72% |
$94.5K - $97.9K
|
10.7K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.89K+ 25.93% |
$86.7K - $89.8K
|
9.17K
$433K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 15.2% |
$83.8K - $86.8K
|
13.8K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$68.7K - $71.1K
|
67.2K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.37K+ 2.41% |
$62.7K - $65K
|
58K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 0.69% |
$58K - $60.1K
|
185K
$8.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.23K+ 8.47% |
$56.5K - $58.6K
|
15.8K
$745K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 28.78% |
$54K - $56K
|
5.27K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.09K+ 18.0% |
$50K - $51.8K
|
7.13K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.03K+ 10.33% |
$47.5K - $49.2K
|
11K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.01K+ 22.33% |
$46.5K - $48.2K
|
5.55K
$262K
|