Purchases and Sales Made in Q1 2022 in Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.78K- 16.78% |
$193K - $206K
|
18.7K
$870K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.83KClosed |
$196K - $209K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.87K- 4.91% |
$198K - $211K
|
75K
$3.48M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-4.39KClosed |
$224K - $239K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.8KClosed |
$245K - $262K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5.22K- 1.02% |
$267K - $285K
|
505K
$23.4M
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.47K- 2.02% |
$279K - $298K
|
266K
$12.3M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.49KClosed |
$281K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.55KClosed |
$284K - $303K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.77KClosed |
$295K - $315K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.8K- 17.94% |
$296K - $316K
|
26.5K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.91KClosed |
$404K - $431K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.3KClosed |
$475K - $507K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.35K- 23.11% |
$478K - $510K
|
31.1K
$1.44M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-10.1KClosed |
$515K - $550K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-10.5KClosed |
$536K - $572K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-11.2K- 68.43% |
$572K - $610K
|
5.16K
$240K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 21.67% |
$578K - $617K
|
40.9K
$1.9M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.3KClosed |
$579K - $618K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.5KClosed |
$586K - $626K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.5KClosed |
$590K - $629K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.5K- 29.41% |
$690K - $736K
|
32.4K
$1.5M
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-15.3KClosed |
$783K - $835K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-15.5K- 55.9% |
$790K - $843K
|
12.2K
$567K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.4K- 36.75% |
$837K - $893K
|
28.2K
$1.31M
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-17K- 28.45% |
$868K - $927K
|
42.7K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.7KClosed |
$954K - $1.02M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-21.4KClosed |
$1.09M - $1.17M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.9K- 13.63% |
$1.27M - $1.36M
|
158K
$7.32M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-35.2K- 11.29% |
$1.8M - $1.92M
|
277K
$12.8M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-35.7KClosed |
$1.82M - $1.95M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39.9KClosed |
$2.04M - $2.17M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-40.6K- 29.41% |
$2.07M - $2.21M
|
97.4K
$4.52M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57K- 29.39% |
$2.91M - $3.11M
|
137K
$6.36M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-57.8KClosed |
$2.95M - $3.15M
|
0
$0
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-93.5K- 78.53% |
$4.78M - $5.1M
|
25.6K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-103K- 73.64% |
$5.25M - $5.6M
|
36.8K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-283K- 22.83% |
$14.5M - $15.4M
|
957K
$44.4M
|