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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.72K+ 10.89% |
$126K - $133K
|
27.7K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.65K+ 19.44% |
$122K - $130K
|
16.3K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.61K+ 8.64% |
$121K - $128K
|
32.8K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.58K+ 21.7% |
$119K - $126K
|
14.4K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.52K+ 2.01% |
$117K - $123K
|
128K
$6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.39K+ 31.87% |
$110K - $117K
|
9.89K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 1.33% |
$100K - $106K
|
166K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 8.25% |
$99.9K - $106K
|
28.4K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09K+ 0.88% |
$96.6K - $102K
|
240K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.88K+ 12.53% |
$87K - $92.1K
|
16.9K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 0.85% |
$83.6K - $88.5K
|
215K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.72K+ 32.39% |
$79.5K - $84.2K
|
7.04K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 19.82% |
$76.6K - $81.2K
|
10K
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.05% |
$73.2K - $77.5K
|
79K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.58K+ 3.07% |
$73K - $77.3K
|
53.1K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.58K+ 4.5% |
$72.7K - $77K
|
36.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.53KNew |
$70.8K - $75K
|
1.53K
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.51K+ 14.25% |
$69.5K - $73.6K
|
12.1K
$567K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 7.63% |
$63K - $66.8K
|
19.3K
$905K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.34K+ 10.12% |
$61.7K - $65.3K
|
14.5K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.32K+ 2.51% |
$60.7K - $64.3K
|
53.7K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.31K+ 7.46% |
$60.7K - $64.3K
|
18.9K
$890K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.31K+ 3.67% |
$60.3K - $63.9K
|
36.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.23K+ 11.22% |
$56.7K - $60.1K
|
12.2K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 2.03% |
$53.3K - $56.5K
|
58K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.14K+ 4.7% |
$52.6K - $55.8K
|
25.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.64% |
$52.2K - $55.3K
|
25.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.13K+ 7.08% |
$52.1K - $55.2K
|
17.1K
$801K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 55.32% |
$49.7K - $52.6K
|
3.02K
$142K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.07K+ 10.9% |
$49.6K - $52.5K
|
10.9K
$513K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.54% |
$48.6K - $51.5K
|
24.2K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 15.21% |
$48.2K - $51K
|
7.9K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.03K+ 7.27% |
$47.5K - $50.3K
|
15.2K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 8.85% |
$46.8K - $49.6K
|
12.5K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
916+ 16.98% |
$42.3K - $44.8K
|
6.31K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
907+ 6.31% |
$41.9K - $44.4K
|
15.3K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
894+ 6.68% |
$41.3K - $43.7K
|
14.3K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
863+ 4.1% |
$39.9K - $42.2K
|
21.9K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
829+ 9.08% |
$38.3K - $40.6K
|
9.95K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 5.15% |
$37.5K - $39.7K
|
16.6K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
797+ 11.81% |
$36.8K - $39K
|
7.54K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
796+ 3.76% |
$36.8K - $38.9K
|
22K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
777New |
$35.9K - $38K
|
777
$36.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
757+ 1.31% |
$35K - $37K
|
58.4K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
748+ 12.38% |
$34.5K - $36.6K
|
6.79K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
722New |
$33.3K - $35.3K
|
722
$33.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
692+ 11.99% |
$32K - $33.9K
|
6.46K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
681+ 0.94% |
$31.4K - $33.3K
|
73.4K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
653+ 12.11% |
$30.2K - $31.9K
|
6.05K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
611+ 9.98% |
$28.2K - $29.9K
|
6.73K
$316K
|