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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.73% |
$3.35K - $3.47K
|
10K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
57+ 0.49% |
$2.62K - $2.71K
|
11.7K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.74% |
$2.3K - $2.38K
|
6.78K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.27% |
$1.88K - $1.95K
|
15.5K
$731K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
36+ 0.17% |
$1.65K - $1.71K
|
21.6K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.55% |
$1.56K - $1.62K
|
6.19K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 6.91% |
$1.47K - $1.52K
|
495
$23.3K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$918 - $952
|
3.94K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$802
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.06% |
$643 - $666
|
21.9K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11+ 0.01% |
$505 - $523
|
84.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.7% |
$45.9 - $47.6
|
144
$6.79K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.52% |
$45.9 - $47.6
|
67
$3.16K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$802
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$5.16M - $5.42M
|
111K
$5.26M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 112.46% |
$5.01M - $5.25M
|
204K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.2KNew |
$2.88M - $3.02M
|
62.2K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$838K - $879K
|
18.1K
$852K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$708K - $742K
|
15.3K
$720K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
9.2KNew |
$426K - $447K
|
9.2K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.71KNew |
$404K - $423K
|
8.71K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.4KNew |
$343K - $360K
|
7.4K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84KNew |
$270K - $284K
|
5.84K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.81KNew |
$223K - $234K
|
4.81K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4KNew |
$158K - $165K
|
3.4K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$86.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$81.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 62.17% |
$74.2K - $77.9K
|
4.18K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.53KNew |
$70.7K - $74.2K
|
1.53K
$72K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
644New |
$29.8K - $31.3K
|
644
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
570+ 3.01% |
$26.4K - $27.7K
|
19.5K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443New |
$20.5K - $21.5K
|
443
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
257+ 88.01% |
$11.9K - $12.5K
|
549
$25.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
229+ 40.6% |
$10.6K - $11.1K
|
793
$37.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
212New |
$9.82K - $10.3K
|
212
$10K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
198+ 5.94% |
$9.17K - $9.62K
|
3.53K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
185New |
$8.57K - $8.99K
|
185
$8.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
184New |
$8.52K - $8.94K
|
184
$8.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.45% |
$7.55K - $7.92K
|
36.4K
$1.72M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.41% |
$6.02K - $6.32K
|
9.35K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.95% |
$5.88K - $6.17K
|
13.4K
$634K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 5.83% |
$2.78K - $2.92K
|
1.09K
$51.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.71% |
$1.67K - $1.75K
|
5.13K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.02K - $1.07K
|
22
$1.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 37.5% |
$556 - $583
|
44
$2.07K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$185 - $194
|
4
$189
|
|