Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-542K- 47.14% |
$25.1M - $26.3M
|
608K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-224K- 98.4% |
$10.4M - $10.9M
|
3.64K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176K- 2.44% |
$8.16M - $8.56M
|
7.05M
$329M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-158K- 31.79% |
$7.31M - $7.66M
|
338K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-75.5K- 68.8% |
$3.5M - $3.67M
|
34.3K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-62.8K- 74.17% |
$2.91M - $3.05M
|
21.9K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.8K- 5.52% |
$2.45M - $2.57M
|
903K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-44.1K- 79.04% |
$2.04M - $2.14M
|
11.7K
$546K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-31.8K- 17.4% |
$1.47M - $1.55M
|
151K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-28K- 31.49% |
$1.3M - $1.36M
|
60.9K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-21K- 40.5% |
$971K - $1.02M
|
30.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.9K- 58.99% |
$966K - $1.01M
|
14.5K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 2.16% |
$526K - $552K
|
515K
$24.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.6K- 39.52% |
$490K - $514K
|
16.2K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.2K- 36.09% |
$474K - $498K
|
18.1K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.74K- 3.15% |
$451K - $473K
|
300K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.63K- 10.18% |
$400K - $419K
|
76.1K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.48K- 5.44% |
$393K - $412K
|
147K
$6.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.11K- 31.76% |
$376K - $394K
|
17.4K
$815K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.19K- 7.42% |
$287K - $301K
|
77.3K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 15.1% |
$283K - $297K
|
34.4K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.6% |
$259K - $272K
|
209K
$9.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.56K- 6.19% |
$258K - $270K
|
84.2K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.28K- 40.9% |
$245K - $257K
|
7.63K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 4.17% |
$215K - $226K
|
107K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.37K- 52.27% |
$202K - $212K
|
3.99K
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.43K- 27.78% |
$159K - $166K
|
8.9K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 16.35% |
$140K - $147K
|
15.5K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.99K- 1.58% |
$138K - $145K
|
186K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 3.77% |
$138K - $145K
|
76K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.83K- 38.99% |
$131K - $138K
|
4.43K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.75K- 4.26% |
$127K - $134K
|
61.8K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.68K- 1.41% |
$124K - $130K
|
188K
$8.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.66K- 95.92% |
$123K - $129K
|
113
$5.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 1.77% |
$117K - $123K
|
141K
$6.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.48K- 22.68% |
$115K - $120K
|
8.44K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.77K- 5.75% |
$81.8K - $85.8K
|
28.9K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.76K- 1.07% |
$81.7K - $85.7K
|
163K
$7.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.67K- 2.54% |
$77.5K - $81.3K
|
64.1K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.6K- 8.89% |
$74K - $77.6K
|
16.4K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.54K- 8.88% |
$71.4K - $74.9K
|
15.8K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 17.68% |
$70.6K - $74K
|
7.09K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 4.41% |
$68.8K - $72.1K
|
32.1K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 2.48% |
$66.7K - $69.9K
|
56.5K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.35K- 17.14% |
$62.7K - $65.8K
|
6.55K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.35K- 19.61% |
$62.6K - $65.7K
|
5.54K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 7.56% |
$57.7K - $60.6K
|
15.2K
$712K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 18.06% |
$55.6K - $58.3K
|
5.44K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 61.2% |
$50.6K - $53.1K
|
693
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 8.95% |
$47.6K - $50K
|
10.5K
$489K
|