Purchases and Sales Made in Q1 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

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
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
1.36K
+ 17.37%
$63K - $66K
9.18K $425K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
1.23K
+ 24.18%
$56.9K - $59.5K
6.3K $292K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.21K
+ 7556.25%
$56.1K - $58.7K
1.23K $56.8K
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.19K
+ 0.21%
$55K - $57.5K
561K $26M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
1.01K
+ 1.18%
$47K - $49.2K
86.6K $4.01M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
936
+ 20.25%
$43.4K - $45.5K
5.56K $258K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
933
+ 1.04%
$43.3K - $45.3K
90.5K $4.19M
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
930
+ 2.29%
$43.1K - $45.2K
41.5K $1.92M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
928
New
$43K - $45.1K
928 $43K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
893
New
$41.4K - $43.4K
893 $41.4K
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
773
+ 5.87%
$35.9K - $37.5K
13.9K $646K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
751
New
$34.8K - $36.5K
751 $34.8K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
713
New
$33.1K - $34.6K
713 $33K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
709
New
$32.9K - $34.4K
709 $32.8K
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
583
+ 7.06%
$27K - $28.3K
8.85K $410K
May 01, 2023 Q1 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
500
+ 2.91%
$23.2K - $24.3K
17.7K $818K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
473
+ 0.27%
$21.9K - $23K
177K $8.21M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
466
+ 15.05%
$21.6K - $22.6K
3.56K $165K
Apr 04, 2023 Q1 2023
Stonehearth Capital Management, LLC

BUY
 -
459
+ 2.25%
$21.3K - $22.3K
20.9K $968K
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
438
+ 1.54%
$20.3K - $21.3K
28.8K $1.34M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
407
+ 3.75%
$18.9K - $19.8K
11.3K $521K
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
400
New
$18.6K - $19.4K
400 $18.5K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
381
+ 1.37%
$17.7K - $18.5K
28.2K $1.31M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
323
+ 5.75%
$15K - $15.7K
5.94K $275K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
313
+ 2.96%
$14.5K - $15.2K
10.9K $505K
May 02, 2023 Q1 2023
Wealthstream Advisors, Inc.

BUY
 -
258
+ 2.08%
$12K - $12.5K
12.7K $586K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
246
+ 2.48%
$11.4K - $11.9K
10.2K $471K
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
245
+ 1.11%
$11.4K - $11.9K
22.3K $1.03M
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
243
+ 2.81%
$11.3K - $11.8K
8.9K $412K
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
241
+ 1.74%
$11.2K - $11.7K
14.1K $652K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
224
+ 0.47%
$10.4K - $10.9K
47.5K $2.2M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
219
+ 0.95%
$10.2K - $10.6K
23.2K $1.08M
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
212
+ 1.08%
$9.83K - $10.3K
19.8K $919K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
209
+ 3.23%
$9.69K - $10.1K
6.69K $310K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
198
+ 11.98%
$9.18K - $9.61K
1.85K $85.8K
May 10, 2023 Q1 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
157
+ 1.67%
$7.28K - $7.62K
9.55K $443K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
156
+ 1.8%
$7.24K - $7.58K
8.84K $410K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
150
+ 13.93%
$6.96K - $7.28K
1.23K $56.8K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
135
+ 2.91%
$6.26K - $6.56K
4.77K $221K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
125
+ 2.57%
$5.8K - $6.07K
4.98K $231K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
117
New
$5.43K - $5.68K
117 $5.42K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
105
New
$4.87K - $5.1K
105 $4.86K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
100
New
$4.64K - $4.86K
100 $4.63K
May 15, 2023 Q1 2023
Gould Capital, LLC

BUY
 -
92
+ 10.17%
$4.27K - $4.47K
997 $46.2K
Apr 25, 2023 Q1 2023
4 Thought Financial Group Inc.

BUY
 -
76
+ 6.02%
$3.52K - $3.69K
1.34K $62K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
64
New
$2.97K - $3.11K
64 $2.97K
Apr 20, 2023 Q1 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
62
+ 0.36%
$2.88K - $3.01K
17.2K $798K
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
56
+ 0.47%
$2.6K - $2.72K
11.9K $551K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
56
+ 37.33%
$2.6K - $2.72K
206 $9.54K

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