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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
346+ 0.05% |
$16.1K - $16.5K
|
672K
$31.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
345+ 6.92% |
$16K - $16.5K
|
5.33K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
280+ 1.26% |
$13K - $13.4K
|
22.5K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
266+ 3.74% |
$12.3K - $12.7K
|
7.39K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
250+ 1.48% |
$11.6K - $11.9K
|
17.2K
$811K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
242+ 1.45% |
$11.2K - $11.5K
|
16.9K
$797K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 2.57% |
$9.89K - $10.2K
|
8.5K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
191+ 1.79% |
$8.86K - $9.11K
|
10.9K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
189New |
$8.77K - $9.02K
|
189
$8.91K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
175+ 3.17% |
$8.12K - $8.35K
|
5.69K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
170+ 30.8% |
$7.89K - $8.11K
|
722
$34K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
162+ 1.41% |
$7.52K - $7.73K
|
11.6K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
137+ 0.35% |
$6.36K - $6.53K
|
39.4K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 0.34% |
$5.71K - $5.87K
|
36.6K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 1.73% |
$5.15K - $5.29K
|
6.54K
$309K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 0.46% |
$5.11K - $5.25K
|
23.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
89+ 1.66% |
$4.13K - $4.25K
|
5.45K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
65+ 1.17% |
$3.02K - $3.1K
|
5.61K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
62+ 1.32% |
$2.88K - $2.96K
|
4.77K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$2.74K - $2.81K
|
59
$2.78K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
59+ 0.51% |
$2.74K - $2.81K
|
11.6K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.93% |
$2.27K - $2.34K
|
5.32K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.45% |
$1.58K - $1.62K
|
7.64K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.59% |
$511 - $525
|
1.87K
$88.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.11% |
$232 - $239
|
4.7K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.91% |
$232 - $239
|
557
$26.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$186 - $191
|
451
$21.3K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.18% |
$92.8 - $95.4
|
171
$8.06K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.4 - $47.7
|
6.73K
$317K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11M+ 24.09% |
$50.8M - $52.6M
|
5.7M
$269M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 5.43% |
$17.6M - $18.2M
|
7.43M
$350M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
257K+ 28.58% |
$11.8M - $12.2M
|
1.15M
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169K+ 8.75% |
$7.75M - $8.03M
|
2.1M
$98.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143K+ 8.03% |
$6.58M - $6.81M
|
1.93M
$90.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.47M - $5.67M
|
119K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
118K+ 2639.1% |
$5.4M - $5.6M
|
122K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
117K+ 18.04% |
$5.37M - $5.56M
|
765K
$36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 31.04% |
$4.64M - $4.81M
|
427K
$20.1M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
94.1KNew |
$4.32M - $4.48M
|
94.1K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.7K+ 5.95% |
$4.3M - $4.46M
|
1.67M
$78.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.2K+ 5.36% |
$4.01M - $4.15M
|
1.71M
$80.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80K+ 7.13% |
$3.67M - $3.81M
|
1.2M
$56.7M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
76.6KNew |
$3.52M - $3.65M
|
76.6K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
72.4KNew |
$3.32M - $3.44M
|
72.4K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63K+ 13.19% |
$2.89M - $3M
|
540K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
56.7K+ 16.55% |
$2.6M - $2.7M
|
399K
$18.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.7K+ 6.2% |
$2.47M - $2.56M
|
920K
$43.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.2K+ 229.76% |
$2.4M - $2.48M
|
74.9K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.2K+ 470.64% |
$2.26M - $2.34M
|
59.7K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.1K+ 34.96% |
$2.26M - $2.34M
|
190K
$8.95M
|
|