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 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.04K+ 17.06% |
$94.8K - $97.2K
|
14K
$653K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.87K+ 25.69% |
$87K - $89.2K
|
9.15K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.84K+ 34.46% |
$85.5K - $87.7K
|
7.17K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 19.6% |
$85.2K - $87.4K
|
11.2K
$522K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.75K+ 3.56% |
$81.4K - $83.5K
|
51K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.63K+ 33.24% |
$75.7K - $77.7K
|
6.52K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.62K+ 19.65% |
$75.5K - $77.4K
|
9.88K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 31.96% |
$66.5K - $68.2K
|
5.9K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.4K+ 2.8% |
$65.2K - $66.9K
|
51.4K
$2.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.39K+ 6.68% |
$64.8K - $66.5K
|
22.2K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.39K+ 7.54% |
$64.6K - $66.3K
|
19.8K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.38K+ 2.55% |
$64.3K - $66K
|
55.5K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.25K+ 28.09% |
$58.2K - $59.7K
|
5.7K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 39.69% |
$56.7K - $58.2K
|
4.29K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22K+ 1.6% |
$56.5K - $58K
|
77K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.19K+ 5.15% |
$55.1K - $56.6K
|
24.2K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.18K+ 26.05% |
$54.7K - $56.1K
|
5.69K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.05K+ 8.25% |
$48.9K - $50.2K
|
13.8K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.04K+ 1.38% |
$48.2K - $49.4K
|
76K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.03K+ 22.13% |
$48.1K - $49.4K
|
5.71K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 1.64% |
$47.3K - $48.6K
|
63.1K
$2.95M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
934+ 2.81% |
$43.5K - $44.6K
|
34.2K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
901+ 1.2% |
$41.9K - $43K
|
76.2K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
873+ 2.06% |
$40.6K - $41.7K
|
43.2K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
859+ 1.75% |
$40K - $41K
|
50K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
811+ 3.5% |
$37.7K - $38.7K
|
24K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
808+ 6.55% |
$37.6K - $38.6K
|
13.2K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
770+ 18.84% |
$35.8K - $36.8K
|
4.86K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
768+ 6.02% |
$35.7K - $36.7K
|
13.5K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
745+ 17.55% |
$34.7K - $35.6K
|
4.99K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
745+ 7.56% |
$34.7K - $35.6K
|
10.6K
$495K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
708+ 9.93% |
$33K - $33.8K
|
7.84K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
695+ 10.45% |
$32.3K - $33.2K
|
7.34K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
670+ 1.22% |
$31.2K - $32K
|
55.6K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
632+ 9.08% |
$29.4K - $30.2K
|
7.59K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
621+ 3.0% |
$28.9K - $29.6K
|
21.3K
$995K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
620+ 9.07% |
$28.9K - $29.6K
|
7.46K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
611+ 1.57% |
$28.4K - $29.2K
|
39.5K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
610+ 24.11% |
$28.4K - $29.1K
|
3.14K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
606+ 42.14% |
$28.2K - $28.9K
|
2.04K
$95.5K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
605+ 0.51% |
$28.2K - $28.9K
|
118K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
561+ 1.9% |
$26.1K - $26.8K
|
30.1K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
545+ 2.76% |
$25.4K - $26K
|
20.3K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
540+ 3.27% |
$25.1K - $25.8K
|
17.1K
$798K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
506+ 44.12% |
$23.5K - $24.2K
|
1.65K
$77.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
481+ 10.98% |
$22.4K - $23K
|
4.86K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
479+ 2.67% |
$22.3K - $22.9K
|
18.4K
$860K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
472+ 1.64% |
$22K - $22.5K
|
29.2K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
461+ 2.57% |
$21.5K - $22K
|
18.4K
$858K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
457+ 0.81% |
$21.3K - $21.8K
|
56.6K
$2.64M
|