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
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 0.31% |
$1.26K - $1.29K
|
8.84K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$1.16K - $1.19K
|
17.9K
$831K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
24+ 0.05% |
$1.12K - $1.15K
|
46.5K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
21+ 0.14% |
$977 - $1K
|
14.6K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16+ 11.85% |
$745 - $764
|
151
$7.02K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
12+ 32.43% |
$558 - $573
|
49
$2.28K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.01% |
$465 - $477
|
78.9K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.61% |
$233 - $239
|
828
$38.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$140 - $143
|
471
$21.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.01% |
$140 - $143
|
35.4K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$93.1 - $95.5
|
2
$92.9
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.26% |
$140 - $143
|
1.16K
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.05% |
$140 - $143
|
6.12K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 4.36% |
$931 - $955
|
439
$20.4K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-44- 0.43% |
$2.05K - $2.1K
|
10.2K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-52Closed |
$2.42K - $2.48K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-53- 1.69% |
$2.47K - $2.53K
|
3.08K
$143K
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-57- 1.03% |
$2.65K - $2.72K
|
5.49K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62- 55.36% |
$2.89K - $2.96K
|
50
$2.32K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-103- 0.91% |
$4.79K - $4.92K
|
11.2K
$518K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-113- 0.19% |
$5.26K - $5.39K
|
58.5K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-117- 2.94% |
$5.45K - $5.59K
|
3.86K
$179K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-172- 3.84% |
$8K - $8.21K
|
4.31K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-173- 46.51% |
$8.05K - $8.26K
|
199
$9.25K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-174- 1.07% |
$8.1K - $8.31K
|
16.1K
$747K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-200- 4.38% |
$9.31K - $9.55K
|
4.36K
$203K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-208- 3.49% |
$9.68K - $9.93K
|
5.76K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-210- 1.41% |
$9.77K - $10K
|
14.7K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-218- 16.12% |
$10.1K - $10.4K
|
1.13K
$52.7K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-220- 14.37% |
$10.2K - $10.5K
|
1.31K
$60.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-265- 8.07% |
$12.3K - $12.7K
|
3.02K
$140K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-292- 0.16% |
$13.6K - $13.9K
|
180K
$8.37M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-319- 1.07% |
$14.8K - $15.2K
|
29.4K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-324- 24.14% |
$15.1K - $15.5K
|
1.02K
$47.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-326- 7.49% |
$15.2K - $15.6K
|
4.03K
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-370- 6.29% |
$17.2K - $17.7K
|
5.52K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-374- 1.62% |
$17.4K - $17.9K
|
22.7K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-392- 5.41% |
$18.2K - $18.7K
|
6.85K
$318K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-396- 0.8% |
$18.4K - $18.9K
|
49.2K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-406- 1.52% |
$18.9K - $19.4K
|
26.3K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-421- 2.6% |
$19.6K - $20.1K
|
15.8K
$732K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-429- 0.27% |
$20K - $20.5K
|
157K
$7.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-443- 12.53% |
$20.6K - $21.1K
|
3.09K
$144K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-460- 1.96% |
$21.4K - $22K
|
23.1K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-476- 3.76% |
$22.2K - $22.7K
|
12.2K
$566K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-480- 3.13% |
$22.3K - $22.9K
|
14.8K
$689K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-503- 5.98% |
$23.4K - $24K
|
7.9K
$367K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-539- 24.03% |
$25.1K - $25.7K
|
1.7K
$79.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-630- 1.25% |
$29.3K - $30.1K
|
49.7K
$2.31M
|