Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.62M+ 495.51% |
$168M - $176M
|
4.36M
$202M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.19M+ 4413.38% |
$55M - $57.5M
|
1.21M
$56.3M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
993K+ 7.06% |
$46.1M - $48.2M
|
15.1M
$699M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
749K+ 40.4% |
$34.8M - $36.4M
|
2.6M
$121M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
630K+ 602.13% |
$29.2M - $30.6M
|
734K
$34.1M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
590K+ 336.7% |
$27.4M - $28.7M
|
766K
$35.5M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
463K+ 36.54% |
$21.5M - $22.5M
|
1.73M
$80.3M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
390KNew |
$18.1M - $18.9M
|
390K
$18.1M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
254K+ 4.37% |
$11.8M - $12.3M
|
6.07M
$282M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
248KNew |
$11.5M - $12.1M
|
248K
$11.5M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
242K+ 10.76% |
$11.2M - $11.8M
|
2.5M
$116M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
241K+ 307.4% |
$11.2M - $11.7M
|
319K
$14.8M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
174K+ 192.08% |
$8.09M - $8.47M
|
265K
$12.3M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
162K+ 1506.36% |
$7.51M - $7.86M
|
173K
$8.01M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
136K+ 319.63% |
$6.33M - $6.62M
|
179K
$8.31M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126K+ 23.85% |
$5.86M - $6.13M
|
656K
$30.4M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
123K+ 15.59% |
$5.7M - $5.97M
|
911K
$42.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121K+ 587.58% |
$5.63M - $5.89M
|
142K
$6.59M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
110K+ 39.32% |
$5.12M - $5.36M
|
391K
$18.2M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.8K+ 19.86% |
$4.63M - $4.84M
|
602K
$28M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
85.9K+ 51.05% |
$3.99M - $4.17M
|
254K
$11.8M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
77.2K+ 195.41% |
$3.58M - $3.75M
|
117K
$5.42M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73.5K+ 49.77% |
$3.41M - $3.57M
|
221K
$10.3M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66.4K+ 1389.39% |
$3.08M - $3.22M
|
71.1K
$3.3M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
55.9KNew |
$2.59M - $2.72M
|
55.9K
$2.6M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.7KNew |
$2.08M - $2.17M
|
44.7K
$2.08M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
43.5KNew |
$2.02M - $2.11M
|
43.5K
$2.02M
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
42.9KNew |
$1.99M - $2.08M
|
42.9K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.2K+ 299.4% |
$1.77M - $1.85M
|
51K
$2.37M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
34.6K+ 27.27% |
$1.6M - $1.68M
|
161K
$7.49M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$1.59M - $1.67M
|
34.4K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.8K+ 338.06% |
$1.57M - $1.64M
|
43.7K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 66.28% |
$1.51M - $1.58M
|
81.6K
$3.79M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
31KNew |
$1.44M - $1.51M
|
31K
$1.44M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
30.4K+ 12.67% |
$1.41M - $1.48M
|
270K
$12.6M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
26.6K+ 18.31% |
$1.24M - $1.29M
|
172K
$7.99M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.6K+ 9.02% |
$1.19M - $1.24M
|
309K
$14.4M
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
22.4K+ 78.68% |
$1.04M - $1.09M
|
51K
$2.37M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
21.6K+ 16.52% |
$1M - $1.05M
|
152K
$7.07M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
21.5K+ 388.4% |
$995K - $1.04M
|
27K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 8.79% |
$929K - $973K
|
248K
$11.5M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8KNew |
$918K - $961K
|
19.8K
$919K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.6KNew |
$864K - $905K
|
18.6K
$865K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
18.5K+ 162.78% |
$859K - $900K
|
29.9K
$1.39M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
18.5K+ 3.26% |
$857K - $897K
|
584K
$27.1M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18KNew |
$836K - $875K
|
18K
$837K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.2K+ 65.48% |
$799K - $837K
|
43.6K
$2.02M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.8KNew |
$779K - $815K
|
16.8K
$779K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
16.6K+ 10.64% |
$770K - $807K
|
173K
$8.02M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.3KNew |
$754K - $790K
|
16.3K
$755K
|