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 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 31.91% |
$98.8K - $105K
|
4.67K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-619- 12.02% |
$27.9K - $29.7K
|
4.53K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-302- 2.58% |
$13.6K - $14.5K
|
11.4K
$539K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-218- 17.45% |
$9.84K - $10.5K
|
1.03K
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-191- 3.29% |
$8.62K - $9.18K
|
5.62K
$266K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11K- 58.61% |
$508K - $554K
|
7.8K
$369K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.19K- 49.93% |
$101K - $110K
|
2.2K
$104K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-177- 40.41% |
$8.15K - $8.88K
|
261
$12.3K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-144- 97.3% |
$6.63K - $7.23K
|
4
$189
|
|
| 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
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-5.16KClosed |
$246K - $266K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.99KClosed |
$190K - $205K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.73KClosed |
$82.3K - $88.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.64% |
$53.8K - $58.1K
|
11.9K
$564K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-71- 1.43% |
$3.39K - $3.65K
|
4.91K
$232K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 1.35% |
$3.15K - $3.4K
|
4.84K
$229K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-21Closed |
$1K - $1.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1Closed |
$47.7 - $51.5
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-21.4KClosed |
$1.09M - $1.17M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.5KClosed |
$590K - $629K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.5KClosed |
$586K - $626K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.3KClosed |
$579K - $618K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-10.1KClosed |
$515K - $550K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.3KClosed |
$475K - $507K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.55KClosed |
$284K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-4.39KClosed |
$224K - $239K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.52KClosed |
$77.6K - $82.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20.5K - $21.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357Closed |
$18.2K - $19.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-23Closed |
$1.18K - $1.25K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-66.2KClosed |
$3.61M - $3.67M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30.4KClosed |
$1.66M - $1.69M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.19KClosed |
$283K - $288K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.39KClosed |
$239K - $243K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.83KClosed |
$154K - $157K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106Closed |
$5.78K - $5.88K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.39KClosed |
$352K - $358K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-657Closed |
$36.2K - $36.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-35- 21.88% |
$1.93K - $1.96K
|
125
$5.91K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-93.5KClosed |
$5.1M - $5.17M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.92KClosed |
$378K - $383K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.77KClosed |
$206K - $209K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.08KClosed |
$58.6K - $59.5K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-698Closed |
$38.1K - $38.6K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-299Closed |
$16.3K - $16.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-185Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-15Closed |
$818 - $830
|
0
$0
|
|