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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.9K+ 6.25% |
$553K - $567K
|
202K
$9.39M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.9K+ 61.8% |
$553K - $567K
|
31.1K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$546K - $560K
|
11.7K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11.1K+ 50.17% |
$518K - $531K
|
33.3K
$1.55M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 172.57% |
$507K - $520K
|
17.2K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 172.57% |
$507K - $520K
|
17.2K
$799K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$504K - $517K
|
10.8K
$503K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.5K+ 27.16% |
$490K - $502K
|
49.3K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.1K+ 84.07% |
$468K - $480K
|
22K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.81K+ 2.58% |
$456K - $468K
|
391K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.93K+ 21.88% |
$416K - $426K
|
49.8K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.67KNew |
$404K - $414K
|
8.67K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.96KNew |
$370K - $380K
|
7.96K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$361K - $371K
|
7.77K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.73K+ 8.09% |
$360K - $369K
|
103K
$4.8M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.4K+ 85.21% |
$344K - $353K
|
16.1K
$747K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.03K+ 11.89% |
$327K - $336K
|
66.2K
$3.07M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43KNew |
$299K - $307K
|
6.43K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.39KNew |
$297K - $305K
|
6.39K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.32KNew |
$294K - $302K
|
6.32K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.12K+ 3.89% |
$285K - $292K
|
164K
$7.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6.12K+ 38.16% |
$285K - $292K
|
22.2K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.94K+ 7.69% |
$277K - $284K
|
83.3K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.89KNew |
$274K - $281K
|
5.89K
$274K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.8KNew |
$270K - $277K
|
5.8K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.77K+ 24.98% |
$268K - $275K
|
28.9K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
5.19K+ 51.45% |
$242K - $248K
|
15.3K
$710K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.18KNew |
$241K - $247K
|
5.18K
$241K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.12K+ 4.09% |
$238K - $244K
|
130K
$6.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$226K - $232K
|
4.86K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.86K+ 23.44% |
$226K - $232K
|
25.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.76K+ 56.43% |
$221K - $227K
|
13.2K
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75KNew |
$221K - $227K
|
4.75K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.74KNew |
$220K - $226K
|
4.74K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.11K+ 22.99% |
$191K - $196K
|
22K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.87K+ 14.05% |
$180K - $185K
|
31.4K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.69K+ 71.01% |
$172K - $176K
|
8.89K
$413K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
3.4K+ 6.35% |
$158K - $163K
|
57K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 71.23% |
$145K - $149K
|
7.5K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 79.7% |
$139K - $142K
|
6.73K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.92K+ 53.17% |
$136K - $139K
|
8.42K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.88K+ 14.9% |
$134K - $137K
|
22.2K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62KNew |
$122K - $125K
|
2.62K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 3.88% |
$118K - $121K
|
68K
$3.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.4K+ 4.44% |
$112K - $115K
|
56.4K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.3K+ 25.85% |
$107K - $110K
|
11.2K
$521K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.3K+ 99.44% |
$107K - $110K
|
4.61K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.28K+ 36.13% |
$106K - $109K
|
8.59K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 7.01% |
$99.8K - $102K
|
32.7K
$1.52M
|