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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.23K+ 1.06% |
$150K - $154K
|
307K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8K+ 19.35% |
$130K - $134K
|
17.3K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.66K+ 4.45% |
$123K - $127K
|
62.4K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.61KNew |
$121K - $125K
|
2.61K
$126K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.44K+ 41.0% |
$113K - $116K
|
8.39K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.36K+ 3.56% |
$109K - $112K
|
68.6K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.32K+ 3.04% |
$108K - $111K
|
78.7K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 1.77% |
$98.1K - $101K
|
122K
$5.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 7.49% |
$97.9K - $101K
|
30.3K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 14.05% |
$93.2K - $95.8K
|
16.3K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.86K+ 14.11% |
$86.4K - $88.8K
|
15.1K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.86KNew |
$86.4K - $88.8K
|
1.86K
$89.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.85K+ 13.26% |
$85.9K - $88.2K
|
15.8K
$761K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.85KNew |
$85.7K - $88.1K
|
1.85K
$88.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.73K+ 4.01% |
$80.4K - $82.7K
|
45K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.68K+ 47.57% |
$78K - $80.1K
|
5.21K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.68K+ 17.13% |
$77.8K - $79.9K
|
11.5K
$552K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.66K+ 346.46% |
$77.2K - $79.3K
|
2.14K
$103K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 7.31% |
$74.6K - $76.7K
|
23.6K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.58K+ 7.92% |
$73.3K - $75.3K
|
21.5K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.57K+ 2.95% |
$73K - $75K
|
54.9K
$2.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.57K+ 34.92% |
$72.7K - $74.7K
|
6.05K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57K+ 19.27% |
$72.7K - $74.7K
|
9.69K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.47K+ 11.97% |
$68.3K - $70.2K
|
13.8K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 2.58% |
$67.4K - $69.3K
|
57.9K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.38K+ 7.33% |
$64.2K - $66K
|
20.3K
$976K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.38K+ 0.22% |
$64K - $65.8K
|
619K
$29.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.35K+ 2.09% |
$62.8K - $64.5K
|
66.2K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.32K+ 21.42% |
$61.3K - $63K
|
7.49K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 22.33% |
$59.9K - $61.5K
|
7.07K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 2.33% |
$58.1K - $59.7K
|
54.9K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 26.57% |
$55.3K - $56.8K
|
5.67K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$53.9K - $55.4K
|
1.16K
$55.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.14K+ 11.38% |
$53K - $54.4K
|
11.2K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 10.63% |
$50.7K - $52.1K
|
11.4K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.07K+ 16.12% |
$49.7K - $51.1K
|
7.72K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 14.54% |
$48.9K - $50.2K
|
8.3K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.01K+ 12.75% |
$47K - $48.3K
|
8.96K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
935+ 4.4% |
$43.4K - $44.6K
|
22.2K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
921+ 12.38% |
$42.7K - $43.9K
|
8.36K
$403K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
901+ 9.83% |
$41.8K - $43K
|
10.1K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
879+ 3.69% |
$40.8K - $41.9K
|
24.7K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
879+ 1.26% |
$40.8K - $41.9K
|
70.6K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
860+ 3.98% |
$39.9K - $41K
|
22.4K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
856New |
$39.7K - $40.8K
|
856
$41.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
847+ 1.47% |
$39.3K - $40.4K
|
58.6K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
834+ 13.48% |
$38.7K - $39.8K
|
7.02K
$338K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
828New |
$38.4K - $39.5K
|
828
$39.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
828+ 4.26% |
$38.4K - $39.5K
|
20.3K
$977K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
821+ 1.76% |
$38.1K - $39.2K
|
47.4K
$2.28M
|