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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
289New |
$12.8K - $13.9K
|
289
$13.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73+ 331.82% |
$3.22K - $3.5K
|
95
$4.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 23.81% |
$2.21K - $2.4K
|
260
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
32New |
$1.41K - $1.53K
|
32
$1.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1.28K - $1.39K
|
29
$1.36K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14+ 77.78% |
$618 - $671
|
32
$1.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 5.88% |
$132 - $144
|
54
$2.54K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.93KNew |
$358K - $376K
|
7.93K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.67KNew |
$211K - $222K
|
4.67K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.59KNew |
$208K - $218K
|
4.59K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2KNew |
$90.4K - $94.9K
|
2K
$94K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06K+ 13.72% |
$47.8K - $50.1K
|
8.76K
$412K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
503+ 9.83% |
$22.7K - $23.9K
|
5.62K
$264K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.83% |
$316 - $332
|
846
$39.8K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
135KNew |
$6.36M - $6.56M
|
135K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
12.9K+ 4.18% |
$607K - $626K
|
322K
$15.1M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
280+ 4.16% |
$13.2K - $13.6K
|
7K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
90New |
$4.23K - $4.36K
|
90
$4.23K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
84+ 1.75% |
$3.95K - $4.07K
|
4.89K
$230K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81New |
$3.81K - $3.92K
|
81
$3.81K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
79New |
$3.71K - $3.83K
|
79
$3.71K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17New |
$799 - $824
|
17
$799
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8New |
$376 - $388
|
8
$376
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$47 - $48.5
|
159
$7.47K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
31KNew |
$1.44M - $1.51M
|
31K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.2KNew |
$567K - $594K
|
12.2K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.94KNew |
$322K - $337K
|
6.94K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.04K+ 13.45% |
$234K - $245K
|
42.5K
$2M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
893New |
$41.4K - $43.4K
|
893
$42K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
713New |
$33.1K - $34.6K
|
713
$33.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
466+ 15.05% |
$21.6K - $22.6K
|
3.56K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
198+ 11.98% |
$9.18K - $9.61K
|
1.85K
$87K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
105New |
$4.87K - $5.1K
|
105
$4.93K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.86K
|
100
$4.7K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
56+ 0.47% |
$2.6K - $2.72K
|
11.9K
$559K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
54New |
$2.5K - $2.62K
|
54
$2.54K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$92.8 - $97.1
|
2
$94
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$621K - $662K
|
13.8K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$455K - $484K
|
10.1K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.86KNew |
$445K - $474K
|
9.86K
$463K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
5KNew |
$226K - $240K
|
5K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.37K+ 87.88% |
$197K - $210K
|
9.35K
$439K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.03KNew |
$91.6K - $97.5K
|
2.03K
$95.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.44KNew |
$64.8K - $69K
|
1.44K
$67.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.29KNew |
$58K - $61.7K
|
1.29K
$60.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 93.23% |
$45.4K - $48.3K
|
2.09K
$98K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
749New |
$33.8K - $36K
|
749
$35.2K
|
|