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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21- 6.71% |
$959 - $987
|
292
$13.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1- -0.0% |
$45.7 - $47
|
20.9K
$975K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-45.9K- 78.09% |
$2.14M - $2.19M
|
12.9K
$602K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-21.2K- 40.61% |
$988K - $1.01M
|
31.1K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10.9K- 54.44% |
$507K - $520K
|
9.11K
$425K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.86K- 16.58% |
$412K - $423K
|
44.6K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.67K- 30.61% |
$310K - $318K
|
15.1K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.32K- 17.5% |
$108K - $111K
|
10.9K
$510K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-406- 1.52% |
$18.9K - $19.4K
|
26.3K
$1.23M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-172- 3.84% |
$8K - $8.21K
|
4.31K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 4.36% |
$931 - $955
|
439
$20.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.7K- 61.99% |
$738K - $802K
|
10.3K
$479K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 67.77% |
$454K - $493K
|
4.9K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10K- 18.47% |
$441K - $479K
|
44.2K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.12K- 35.61% |
$138K - $150K
|
5.65K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.95K- 33.05% |
$130K - $141K
|
5.98K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.39K- 19.43% |
$61.5K - $66.8K
|
5.78K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.17K- 21.54% |
$51.5K - $56K
|
4.26K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-566- 11.5% |
$25K - $27.1K
|
4.36K
$203K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14K- 81.62% |
$631K - $662K
|
3.15K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.5KClosed |
$611K - $641K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.03K- 55.83% |
$363K - $381K
|
6.35K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.93K- 9.99% |
$87.1K - $91.4K
|
17.4K
$811K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.22K- 7.65% |
$55.2K - $58K
|
14.7K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-17- 68.0% |
$768 - $806
|
8
$374
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11K- 11.0% |
$517K - $533K
|
89K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.84K- 7.55% |
$86.4K - $89.1K
|
22.5K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.55K- 13.36% |
$72.8K - $75.1K
|
10.1K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-666- 1.52% |
$31.3K - $32.3K
|
43.2K
$2.02M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-612- 9.35% |
$28.8K - $29.7K
|
5.94K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-500- 1.0% |
$23.5K - $24.2K
|
49.6K
$2.32M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-438- 6.68% |
$20.6K - $21.2K
|
6.12K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-26- 0.49% |
$1.22K - $1.26K
|
5.26K
$246K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.85K- 29.45% |
$132K - $139K
|
6.84K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.8K- 23.37% |
$130K - $136K
|
9.19K
$429K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-1.62K- 9.66% |
$74.9K - $78.4K
|
15.1K
$705K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.62K- 9.66% |
$74.9K - $78.4K
|
15.1K
$705K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 31.91% |
$98.8K - $105K
|
4.67K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-619- 12.02% |
$27.9K - $29.7K
|
4.53K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-302- 2.58% |
$13.6K - $14.5K
|
11.4K
$532K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-218- 17.45% |
$9.84K - $10.5K
|
1.03K
$48.1K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-191- 3.29% |
$8.62K - $9.18K
|
5.62K
$263K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11K- 58.61% |
$508K - $554K
|
7.8K
$364K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.19K- 49.93% |
$101K - $110K
|
2.2K
$103K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-177- 40.41% |
$8.15K - $8.88K
|
261
$12.2K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-144- 97.3% |
$6.63K - $7.23K
|
4
$187
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-86.5KClosed |
$4.13M - $4.45M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-24.5KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-15.7KClosed |
$749K - $808K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.4K- 29.01% |
$448K - $484K
|
23K
$1.07M
|
|