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 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
821+ 103.53% |
$38.1K - $39.2K
|
1.61K
$77.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
808+ 1.71% |
$37.5K - $38.5K
|
48.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
756+ 3.61% |
$35.1K - $36.1K
|
21.7K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
709New |
$32.9K - $33.8K
|
709
$34.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
651+ 6.67% |
$30.2K - $31.1K
|
10.4K
$502K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
644+ 4.09% |
$29.9K - $30.7K
|
16.4K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
613+ 9.46% |
$28.4K - $29.2K
|
7.1K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
605+ 1.04% |
$28.1K - $28.9K
|
58.6K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
599+ 54.16% |
$27.8K - $28.6K
|
1.71K
$82.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
598+ 86.29% |
$27.8K - $28.5K
|
1.29K
$62.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
597+ 6.41% |
$27.7K - $28.5K
|
9.92K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
596+ 8.35% |
$27.7K - $28.4K
|
7.74K
$373K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
568+ 43.13% |
$26.4K - $27.1K
|
1.89K
$90.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
561+ 58.38% |
$26K - $26.8K
|
1.52K
$73.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
559+ 1.82% |
$25.9K - $26.7K
|
31.2K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
511+ 4.63% |
$23.7K - $24.4K
|
11.6K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
485+ 0.99% |
$22.5K - $23.1K
|
49.3K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
482+ 10.44% |
$22.4K - $23K
|
5.1K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
467+ 7.03% |
$21.7K - $22.3K
|
7.11K
$343K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
463+ 15.33% |
$21.5K - $22.1K
|
3.48K
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
440+ 2.56% |
$20.4K - $21K
|
17.6K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
402+ 3.84% |
$18.7K - $19.2K
|
10.9K
$524K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
383+ 0.57% |
$17.8K - $18.3K
|
67.6K
$3.26M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
357+ 3.66% |
$16.6K - $17K
|
10.1K
$487K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 42.65% |
$16.2K - $16.6K
|
1.16K
$56.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
346+ 0.05% |
$16.1K - $16.5K
|
672K
$32.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
345+ 6.92% |
$16K - $16.5K
|
5.33K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
343+ 89.09% |
$15.9K - $16.4K
|
728
$35.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
307New |
$14.2K - $14.6K
|
307
$14.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
293+ 0.72% |
$13.6K - $14K
|
41.2K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
282+ 3.43% |
$13.1K - $13.5K
|
8.51K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
280+ 1.26% |
$13K - $13.4K
|
22.5K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
266+ 3.74% |
$12.3K - $12.7K
|
7.39K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
263+ 0.13% |
$12.2K - $12.5K
|
202K
$9.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
250+ 1.48% |
$11.6K - $11.9K
|
17.2K
$828K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
242+ 1.45% |
$11.2K - $11.5K
|
16.9K
$814K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 2.57% |
$9.89K - $10.2K
|
8.5K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 3.9% |
$9.28K - $9.54K
|
5.33K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
191+ 1.79% |
$8.86K - $9.11K
|
10.9K
$524K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
189New |
$8.77K - $9.02K
|
189
$9.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
182+ 1.29% |
$8.45K - $8.68K
|
14.3K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
175+ 3.17% |
$8.12K - $8.35K
|
5.69K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
170+ 30.8% |
$7.89K - $8.11K
|
722
$34.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
165+ 3.08% |
$7.66K - $7.87K
|
5.52K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
162+ 1.41% |
$7.52K - $7.73K
|
11.6K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
156+ 1.31% |
$7.24K - $7.44K
|
12.1K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
137+ 0.35% |
$6.36K - $6.53K
|
39.4K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
124+ 0.78% |
$5.75K - $5.91K
|
16.1K
$776K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 0.34% |
$5.71K - $5.87K
|
36.6K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 0.89% |
$5.24K - $5.39K
|
12.8K
$618K
|