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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-646- 1.74% |
$30.1K - $30.8K
|
36.4K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-750- 4.75% |
$34.9K - $35.8K
|
15K
$698K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-771- 5.21% |
$35.9K - $36.8K
|
14K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-775- 25.09% |
$36.1K - $37K
|
2.31K
$108K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-858- 3.13% |
$39.9K - $41K
|
26.6K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-924- 8.39% |
$43K - $44.1K
|
10.1K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-955- 5.43% |
$44.4K - $45.6K
|
16.6K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-959- 7.19% |
$44.6K - $45.8K
|
12.4K
$575K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 2.5% |
$46.9K - $48.1K
|
39.3K
$1.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.2K- 3.55% |
$55.8K - $57.2K
|
32.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.25K- 8.2% |
$58K - $59.5K
|
13.9K
$648K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.33K- 4.96% |
$62K - $63.6K
|
25.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4K- 13.1% |
$65.1K - $66.7K
|
9.27K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 7.72% |
$65.2K - $66.9K
|
16.8K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 11.09% |
$74.5K - $76.4K
|
12.8K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.6K- 11.14% |
$74.6K - $76.5K
|
12.8K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.61K- 14.62% |
$74.7K - $76.6K
|
9.37K
$435K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.73K- 2.42% |
$80.4K - $82.5K
|
69.7K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.88K- 10.39% |
$87.6K - $89.8K
|
16.2K
$754K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.96K- 5.27% |
$91.3K - $93.7K
|
35.3K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.99K- 25.69% |
$92.4K - $94.8K
|
5.75K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.05K- 8.09% |
$95.4K - $97.8K
|
23.3K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.32K- 17.5% |
$108K - $111K
|
10.9K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-2.51K- 6.06% |
$117K - $120K
|
38.9K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.77K- 5.03% |
$129K - $132K
|
52.3K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.93K- 2.28% |
$136K - $140K
|
126K
$5.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.19K- 4.74% |
$148K - $152K
|
64K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.24K- 20.15% |
$151K - $155K
|
12.9K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.63K- 3.89% |
$169K - $173K
|
89.7K
$4.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.06K- 44.33% |
$189K - $194K
|
5.1K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-4.31K- 30.86% |
$201K - $206K
|
9.66K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.54K- 17.38% |
$211K - $217K
|
21.6K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.61K- 2.59% |
$214K - $220K
|
173K
$8.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.89K- 1.79% |
$227K - $233K
|
268K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.78K- 12.66% |
$269K - $276K
|
39.9K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.91K- 18.97% |
$275K - $282K
|
25.3K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.67K- 30.61% |
$310K - $318K
|
15.1K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.34KClosed |
$342K - $351K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8.06K- 17.63% |
$375K - $385K
|
37.6K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.23K- 9.78% |
$383K - $393K
|
76K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-8.3K- 58.25% |
$386K - $396K
|
5.95K
$276K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8.74K- 41.64% |
$407K - $417K
|
12.2K
$569K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.86K- 16.58% |
$412K - $423K
|
44.6K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10K- 16.36% |
$467K - $480K
|
51.3K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.8K- 3.44% |
$504K - $517K
|
304K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10.9K- 54.44% |
$507K - $520K
|
9.11K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12.1K- 99.82% |
$565K - $579K
|
22
$1.02K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 64.55% |
$591K - $606K
|
6.97K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-13.4K- 17.08% |
$624K - $640K
|
65.1K
$3.02M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-13.6K- 50.65% |
$634K - $651K
|
13.3K
$617K
|