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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 1.73% |
$5.15K - $5.29K
|
6.54K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
110+ 1.49% |
$5.11K - $5.25K
|
7.49K
$361K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 0.46% |
$5.11K - $5.25K
|
23.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
104+ 2.1% |
$4.83K - $4.96K
|
5.05K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
89+ 1.66% |
$4.13K - $4.25K
|
5.45K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
86+ 3.25% |
$3.99K - $4.1K
|
2.73K
$132K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
66New |
$3.06K - $3.15K
|
66
$3.18K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
65+ 1.17% |
$3.02K - $3.1K
|
5.61K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
62+ 1.32% |
$2.88K - $2.96K
|
4.77K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$2.74K - $2.81K
|
59
$2.84K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
59+ 0.51% |
$2.74K - $2.81K
|
11.6K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
57+ 0.33% |
$2.65K - $2.72K
|
17.1K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 11.31% |
$2.6K - $2.67K
|
551
$26.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 0.35% |
$2.51K - $2.58K
|
15.6K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.93% |
$2.27K - $2.34K
|
5.32K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.45% |
$1.58K - $1.62K
|
7.64K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 2.67% |
$1.44K - $1.48K
|
1.19K
$57.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
31+ 0.21% |
$1.44K - $1.48K
|
15.1K
$729K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22+ 0.76% |
$1.02K - $1.05K
|
2.9K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.12% |
$928 - $954
|
17.1K
$825K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
18+ 0.02% |
$835 - $859
|
84.2K
$4.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.03% |
$696 - $716
|
50.5K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.59% |
$511 - $525
|
1.87K
$90.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$232 - $239
|
5
$241
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.11% |
$232 - $239
|
4.7K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.91% |
$232 - $239
|
557
$26.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$186 - $191
|
451
$21.7K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.18% |
$92.8 - $95.4
|
171
$8.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.69% |
$46.4 - $47.7
|
145
$6.99K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.4 - $47.7
|
6.73K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 5.43% |
$17.6M - $18.2M
|
7.43M
$358M
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
30KNew |
$1.38M - $1.43M
|
30K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.7KNew |
$354K - $366K
|
7.7K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42K+ 2.01% |
$341K - $353K
|
377K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88K+ 62.72% |
$316K - $328K
|
17.9K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.77K+ 49.1% |
$311K - $322K
|
20.6K
$991K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.84K+ 58.09% |
$268K - $278K
|
15.9K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.69KNew |
$261K - $270K
|
5.69K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$237K - $245K
|
5.15K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.01KNew |
$230K - $238K
|
5.01K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$223K - $231K
|
4.85K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.5K+ 55.34% |
$161K - $167K
|
9.83K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75K+ 22.7% |
$126K - $131K
|
14.8K
$715K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.7K+ 7.43% |
$124K - $128K
|
39K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 15.2% |
$83.8K - $86.8K
|
13.8K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 2.71% |
$77.1K - $79.9K
|
63.6K
$3.06M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.01K+ 6.77% |
$46.5K - $48.2K
|
16K
$769K
|
|