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 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
420+ 6.99% |
$19.5K - $20.1K
|
6.43K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
413+ 6.46% |
$19.2K - $19.7K
|
6.81K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
411+ 137.0% |
$19.1K - $19.6K
|
711
$33K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
377+ 6.91% |
$17.5K - $18K
|
5.83K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
363+ 4.14% |
$16.9K - $17.3K
|
9.14K
$425K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
352+ 1.43% |
$16.4K - $16.8K
|
25K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
337+ 3.29% |
$15.7K - $16.1K
|
10.6K
$491K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
318+ 5.69% |
$14.8K - $15.2K
|
5.91K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
316+ 3.04% |
$14.7K - $15.1K
|
10.7K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
314+ 13.88% |
$14.6K - $15K
|
2.58K
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
313+ 3.23% |
$14.6K - $14.9K
|
9.99K
$464K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
305+ 2.99% |
$14.2K - $14.6K
|
10.5K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
292+ 0.63% |
$13.6K - $13.9K
|
46.6K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
281+ 2.02% |
$13.1K - $13.4K
|
14.2K
$659K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
276+ 4.13% |
$12.8K - $13.2K
|
6.97K
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
246New |
$11.4K - $11.7K
|
246
$11.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.83% |
$10.6K - $10.9K
|
4.95K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
220New |
$10.2K - $10.5K
|
220
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
220+ 1.23% |
$10.2K - $10.5K
|
18.1K
$843K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
215+ 5.13% |
$10K - $10.3K
|
4.41K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
187+ 3.27% |
$8.7K - $8.93K
|
5.91K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 46.67% |
$8.14K - $8.35K
|
550
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
159+ 3.46% |
$7.4K - $7.59K
|
4.75K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
153New |
$7.12K - $7.3K
|
153
$7.11K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
152+ 1.15% |
$7.07K - $7.26K
|
13.4K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
144+ 2.94% |
$6.7K - $6.87K
|
5.04K
$234K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
140+ 2.89% |
$6.52K - $6.68K
|
4.98K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
126+ 29.44% |
$5.86K - $6.02K
|
554
$25.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
119+ 0.58% |
$5.54K - $5.68K
|
20.7K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
114+ 0.19% |
$5.31K - $5.44K
|
61.1K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
101+ 2.22% |
$4.7K - $4.82K
|
4.66K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 2.01% |
$4.7K - $4.82K
|
5.14K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88+ 0.92% |
$4.1K - $4.2K
|
9.68K
$450K
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
86+ 1.83% |
$4K - $4.11K
|
4.79K
$222K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
84New |
$3.91K - $4.01K
|
84
$3.9K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
83+ 1.07% |
$3.86K - $3.96K
|
7.82K
$363K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 74.07% |
$3.72K - $3.82K
|
188
$8.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 1.39% |
$3.63K - $3.72K
|
5.67K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77+ 3.78% |
$3.58K - $3.68K
|
2.11K
$98.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73+ 1.65% |
$3.4K - $3.49K
|
4.5K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
68+ 0.61% |
$3.16K - $3.25K
|
11.2K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
62+ 1.44% |
$2.89K - $2.96K
|
4.36K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
57New |
$2.65K - $2.72K
|
57
$2.65K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
52+ 16.72% |
$2.42K - $2.48K
|
363
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
43+ 0.51% |
$2K - $2.05K
|
8.52K
$396K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38+ 0.22% |
$1.77K - $1.81K
|
17.3K
$802K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
32+ 0.15% |
$1.49K - $1.53K
|
21K
$975K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 10.87% |
$1.4K - $1.43K
|
306
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.64% |
$1.35K - $1.38K
|
4.53K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
28+ 27.18% |
$1.3K - $1.34K
|
131
$6.09K
|