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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
982+ 7.79% |
$45.1K - $46.7K
|
13.6K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
845+ 9.91% |
$38.8K - $40.2K
|
9.38K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
747New |
$34.3K - $35.5K
|
747
$36K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 28.17% |
$31.1K - $32.2K
|
3.08K
$148K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
656+ 2.2% |
$30.1K - $31.2K
|
30.5K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
447New |
$20.5K - $21.3K
|
447
$21.5K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
425New |
$19.5K - $20.2K
|
425
$20.5K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
333+ 2.58% |
$15.3K - $15.8K
|
13.2K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
206+ 41.96% |
$9.46K - $9.8K
|
697
$33.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176New |
$8.08K - $8.37K
|
176
$8.48K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
145+ 8.44% |
$6.66K - $6.9K
|
1.86K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
140New |
$6.43K - $6.66K
|
140
$6.75K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
BUY
|
- |
100+ 2.01% |
$4.59K - $4.76K
|
5.08K
$245K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
83+ 296.43% |
$3.81K - $3.95K
|
111
$5.35K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
57+ 0.49% |
$2.62K - $2.71K
|
11.7K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.74% |
$2.3K - $2.38K
|
6.78K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.27% |
$1.88K - $1.95K
|
15.5K
$747K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$918 - $952
|
3.94K
$190K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$819
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.52% |
$45.9 - $47.6
|
67
$3.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$819
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$7.91M - $8.3M
|
171K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$838K - $879K
|
18.1K
$871K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$708K - $742K
|
15.3K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.71KNew |
$404K - $423K
|
8.71K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.4KNew |
$343K - $360K
|
7.4K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84KNew |
$270K - $284K
|
5.84K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.81KNew |
$223K - $234K
|
4.81K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4KNew |
$158K - $165K
|
3.4K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$88.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$83.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.53KNew |
$70.7K - $74.2K
|
1.53K
$73.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
644New |
$29.8K - $31.3K
|
644
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443New |
$20.5K - $21.5K
|
443
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257+ 88.01% |
$11.9K - $12.5K
|
549
$26.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
212New |
$9.82K - $10.3K
|
212
$10.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
185New |
$8.57K - $8.99K
|
185
$8.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
184New |
$8.52K - $8.94K
|
184
$8.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.45% |
$7.55K - $7.92K
|
36.4K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.41% |
$6.02K - $6.32K
|
9.35K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.95% |
$5.88K - $6.17K
|
13.4K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 5.83% |
$2.78K - $2.92K
|
1.09K
$52.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.02K - $1.07K
|
22
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 37.5% |
$556 - $583
|
44
$2.12K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$185 - $194
|
4
$193
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$46.3 - $48.6
|
1
$48.2
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 6.28% |
$2.35M - $2.48M
|
859K
$41.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.1K+ 36.62% |
$789K - $835K
|
63.7K
$3.07M
|
|