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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
692New |
$31.2K - $33.2K
|
692
$32.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
330New |
$14.9K - $15.9K
|
330
$15.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
311New |
$14K - $14.9K
|
311
$14.6K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 4.36% |
$9.02K - $9.61K
|
4.79K
$225K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
103New |
$4.65K - $4.95K
|
103
$4.84K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98New |
$4.42K - $4.71K
|
98
$4.61K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
23New |
$1.04K - $1.1K
|
23
$1.08K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3KNew |
$659K - $718K
|
14.3K
$672K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.3KNew |
$475K - $518K
|
10.3K
$485K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.77KNew |
$404K - $440K
|
8.77K
$412K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.37KNew |
$247K - $269K
|
5.37K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49KNew |
$207K - $225K
|
4.49K
$211K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.17K+ 54.84% |
$146K - $159K
|
8.95K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 8.99% |
$82K - $89.4K
|
21.6K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.4K+ 23.03% |
$64.4K - $70.3K
|
7.48K
$351K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.06K+ 74.67% |
$49K - $53.4K
|
2.49K
$117K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02KNew |
$46.8K - $51K
|
1.02K
$47.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
962New |
$44.3K - $48.3K
|
962
$45.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308New |
$14.2K - $15.5K
|
308
$14.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
267+ 1.47% |
$12.3K - $13.4K
|
18.5K
$868K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
260New |
$12K - $13K
|
260
$12.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$9.89K - $10.8K
|
215
$10.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$874 - $954
|
19
$893
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
55.1KNew |
$2.63M - $2.84M
|
55.1K
$2.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.24KNew |
$441K - $476K
|
9.24K
$434K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
5.08KNew |
$242K - $261K
|
5.08K
$239K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.98KNew |
$237K - $256K
|
4.98K
$234K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.12KNew |
$53.2K - $57.4K
|
1.12K
$52.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
989New |
$47.2K - $50.9K
|
989
$46.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
959+ 5.96% |
$45.8K - $49.4K
|
17.1K
$802K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
255New |
$12.2K - $13.1K
|
255
$12K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194New |
$9.26K - $9.99K
|
194
$9.12K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
122+ 2.25% |
$5.82K - $6.28K
|
5.55K
$261K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$213K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$213K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$1.08M - $1.15M
|
21.1K
$992K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.7KNew |
$749K - $800K
|
14.7K
$689K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.46K+ 38.13% |
$74.4K - $79.4K
|
5.28K
$248K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.2KNew |
$2.33M - $2.36M
|
42.2K
$1.98M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.3KNew |
$843K - $856K
|
15.3K
$719K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.62K+ 41.93% |
$89.2K - $90.6K
|
5.48K
$257K
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20New |
$1.1K - $1.13K
|
20
$940
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
124New |
$6.63K - $6.76K
|
124
$5.83K
|
|