Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
375K+ 6.27% |
$17.4M - $17.9M
|
6.35M
$295M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
288K+ 1.76% |
$13.4M - $13.8M
|
16.7M
$776M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 18.42% |
$9.56M - $9.81M
|
1.32M
$61.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184K+ 147.06% |
$8.54M - $8.76M
|
308K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
181K+ 7.35% |
$8.44M - $8.66M
|
2.65M
$123M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 11.32% |
$5.26M - $5.39M
|
1.11M
$51.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
112K+ 20.17% |
$5.22M - $5.35M
|
668K
$31M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.2K+ 8.56% |
$4.01M - $4.11M
|
1.09M
$50.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
80.6K+ 119.19% |
$3.75M - $3.85M
|
148K
$6.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.5K+ 10.84% |
$3.38M - $3.46M
|
742K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.9K+ 16.03% |
$2.93M - $3M
|
456K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.6K+ 5.04% |
$2.91M - $2.99M
|
1.3M
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.1K+ 237.25% |
$2.47M - $2.53M
|
75.5K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
51.5K+ 108.21% |
$2.4M - $2.46M
|
99K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.2K+ 0.51% |
$2.24M - $2.3M
|
9.54M
$443M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
45.5K+ 7.54% |
$2.12M - $2.17M
|
648K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45.4K+ 3.55% |
$2.11M - $2.17M
|
1.32M
$61.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
45K+ 15.12% |
$2.09M - $2.15M
|
342K
$15.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.1K+ 30.05% |
$2M - $2.06M
|
186K
$8.66M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
42.3K+ 15.51% |
$1.97M - $2.02M
|
315K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38.5K+ 123.4% |
$1.79M - $1.84M
|
69.7K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
35.1K+ 15.28% |
$1.63M - $1.67M
|
264K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
30K+ 5.4% |
$1.4M - $1.43M
|
586K
$27.2M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29.9K+ 7.33% |
$1.39M - $1.43M
|
438K
$20.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26KNew |
$1.21M - $1.24M
|
26K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.2K+ 13.63% |
$1.17M - $1.2M
|
210K
$9.77M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
25K+ 13.45% |
$1.16M - $1.19M
|
211K
$9.79M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 9.6% |
$1.16M - $1.19M
|
285K
$13.2M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
21.4K+ 11.68% |
$994K - $1.02M
|
204K
$9.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.3KNew |
$943K - $967K
|
20.3K
$941K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
18.9KNew |
$879K - $902K
|
18.9K
$877K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.4K+ 12.51% |
$855K - $877K
|
165K
$7.68M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
18.3K+ 12.32% |
$852K - $874K
|
167K
$7.76M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 18.14% |
$843K - $864K
|
118K
$5.48M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 5.45% |
$833K - $855K
|
346K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
17.4K+ 3.28% |
$812K - $832K
|
549K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
16.2KNew |
$756K - $775K
|
16.2K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 76.96% |
$747K - $767K
|
36.9K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
15.8K+ 112.28% |
$735K - $754K
|
29.8K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.69% |
$714K - $733K
|
147K
$6.81M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.6K+ 13.57% |
$679K - $696K
|
122K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.2KNew |
$661K - $678K
|
14.2K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
14.2K+ 54.58% |
$660K - $677K
|
40.2K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14K+ 147.98% |
$652K - $669K
|
23.5K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.5K+ 2.2% |
$630K - $646K
|
628K
$29.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 10.32% |
$623K - $639K
|
143K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 80.36% |
$602K - $617K
|
29K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
12.8K+ 11.4% |
$595K - $610K
|
125K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 706.05% |
$586K - $601K
|
14.4K
$668K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.9K+ 6.72% |
$556K - $570K
|
190K
$8.82M
|