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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12.2KNew |
$563K - $597K
|
12.2K
$588K
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
4.91KNew |
$227K - $240K
|
4.91K
$236K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
4.86KNew |
$224K - $238K
|
4.86K
$234K
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.21KNew |
$195K - $206K
|
4.21K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 13.97% |
$132K - $140K
|
23.4K
$1.13M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
777New |
$35.9K - $38K
|
777
$37.4K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
722New |
$33.3K - $35.3K
|
722
$34.8K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 6.79% |
$14.9K - $15.8K
|
5.08K
$245K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 3.87% |
$8.31K - $8.81K
|
4.83K
$233K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157+ 3.4% |
$7.25K - $7.68K
|
4.77K
$230K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
156+ 0.96% |
$7.2K - $7.63K
|
16.4K
$790K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
114New |
$5.26K - $5.58K
|
114
$5.49K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83New |
$3.83K - $4.06K
|
83
$4K
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
70+ 1.62% |
$3.23K - $3.42K
|
4.38K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
69New |
$3.19K - $3.38K
|
69
$3.32K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64New |
$2.96K - $3.13K
|
64
$3.08K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$2.4K - $2.54K
|
52
$2.51K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.96% |
$369 - $391
|
844
$40.7K
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
264K+ 5517.56% |
$12.1M - $12.4M
|
269K
$13M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11.7K+ 2.13% |
$534K - $550K
|
561K
$27M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.05KNew |
$322K - $331K
|
7.05K
$340K
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.64KNew |
$212K - $218K
|
4.64K
$223K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$198K - $204K
|
4.35K
$209K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.89KNew |
$86.1K - $88.7K
|
1.89K
$90.9K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
614New |
$28K - $28.9K
|
614
$29.6K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
541New |
$24.7K - $25.4K
|
541
$26.1K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
471+ 1.64% |
$21.5K - $22.1K
|
29.2K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 3.31% |
$228 - $235
|
156
$7.52K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.3KNew |
$943K - $967K
|
20.3K
$976K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 76.96% |
$747K - $767K
|
36.9K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.69% |
$714K - $733K
|
147K
$7.06M
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$361K - $371K
|
7.77K
$374K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43KNew |
$299K - $307K
|
6.43K
$310K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.39KNew |
$297K - $305K
|
6.39K
$308K
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75KNew |
$221K - $227K
|
4.75K
$229K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$210K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.69K+ 71.01% |
$172K - $176K
|
8.89K
$428K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 71.23% |
$145K - $149K
|
7.5K
$361K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 39.69% |
$56.7K - $58.2K
|
4.29K
$207K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.05K+ 8.25% |
$48.9K - $50.2K
|
13.8K
$664K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
318+ 5.69% |
$14.8K - $15.2K
|
5.91K
$285K
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.83% |
$10.6K - $10.9K
|
4.95K
$239K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
220New |
$10.2K - $10.5K
|
220
$10.6K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 46.67% |
$8.14K - $8.35K
|
550
$26.5K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
153New |
$7.12K - $7.3K
|
153
$7.37K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 74.07% |
$3.72K - $3.82K
|
188
$9.06K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 10.87% |
$1.4K - $1.43K
|
306
$14.7K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.64% |
$1.35K - $1.38K
|
4.53K
$218K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$93.1 - $95.5
|
2
$96.4
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45KNew |
$1.98M - $2.16M
|
45K
$2.17M
|