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 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-21.2K- 40.61% |
$988K - $1.01M
|
31.1K
$1.44M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-22.6K- 56.88% |
$1.05M - $1.08M
|
17.1K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 16.38% |
$1.14M - $1.17M
|
125K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.2K- 12.82% |
$1.17M - $1.2M
|
172K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.5K- 18.96% |
$1.42M - $1.46M
|
130K
$6.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-40.2K- 22.57% |
$1.87M - $1.92M
|
138K
$6.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.7K- 11.22% |
$1.99M - $2.04M
|
338K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-45.9K- 78.09% |
$2.14M - $2.19M
|
12.9K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-46K- 81.49% |
$2.14M - $2.2M
|
10.5K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-78.4K- 25.87% |
$3.65M - $3.74M
|
225K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 3.09% |
$5.79M - $5.94M
|
3.9M
$181M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-166K- 15.79% |
$7.75M - $7.95M
|
887K
$41.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211K- 50.33% |
$9.83M - $10.1M
|
209K
$9.69M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 92.78% |
$10.3M - $10.6M
|
17.2K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-263K- 50.99% |
$12.2M - $12.6M
|
253K
$11.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-877K- 12.14% |
$40.8M - $41.9M
|
6.35M
$295M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2M- 55.91% |
$55.9M - $57.3M
|
947K
$44M
|