Purchases and Sales Made in Q1 2025 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 2025. 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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.48KNew |
$206K - $213K
|
4.48K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.41KNew |
$203K - $210K
|
4.41K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4KNew |
$202K - $209K
|
4.4K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 5.77% |
$196K - $203K
|
78.2K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.09K+ 64.38% |
$188K - $195K
|
10.5K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.02K+ 32.17% |
$185K - $191K
|
16.5K
$784K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4K+ 29.98% |
$184K - $191K
|
17.4K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.77K+ 12.54% |
$173K - $179K
|
33.8K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.54K+ 44.07% |
$163K - $169K
|
11.6K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.51K+ 8.84% |
$161K - $167K
|
43.2K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.44K+ 47.35% |
$158K - $163K
|
10.7K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37K+ 70.86% |
$155K - $160K
|
8.13K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 1.96% |
$153K - $158K
|
173K
$8.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.28K+ 10.36% |
$151K - $156K
|
35K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.16K+ 38.11% |
$145K - $150K
|
11.5K
$543K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 30.16% |
$144K - $150K
|
13.6K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 14.31% |
$144K - $150K
|
25.1K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 17.96% |
$144K - $149K
|
20.6K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.88KNew |
$132K - $137K
|
2.88K
$136K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.7K+ 7.43% |
$124K - $128K
|
39K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.61K+ 2.18% |
$120K - $124K
|
122K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.56K+ 4.1% |
$117K - $122K
|
65K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.44K+ 44.37% |
$112K - $116K
|
7.94K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.15K+ 4.84% |
$98.7K - $102K
|
46.6K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 23.72% |
$94.5K - $97.9K
|
10.7K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 30.97% |
$90K - $93.2K
|
8.29K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.89K+ 25.93% |
$86.7K - $89.8K
|
9.17K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.87K+ 12.25% |
$85.7K - $88.8K
|
17.1K
$812K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 24.05% |
$84.3K - $87.3K
|
9.47K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 15.2% |
$83.8K - $86.8K
|
13.8K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.51K+ 45.91% |
$69.1K - $71.6K
|
4.78K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$68.7K - $71.1K
|
67.2K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.42K+ 4.46% |
$65.2K - $67.6K
|
33.3K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.37K+ 2.41% |
$62.7K - $65K
|
58K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 30.44% |
$61.9K - $64.1K
|
5.78K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 14.74% |
$61.8K - $64K
|
10.5K
$497K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 0.69% |
$58K - $60.1K
|
185K
$8.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.24K+ 8.93% |
$56.8K - $58.9K
|
15.1K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.23K+ 8.47% |
$56.5K - $58.6K
|
15.8K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 28.78% |
$54K - $56K
|
5.27K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.09K+ 18.0% |
$50K - $51.8K
|
7.13K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.03K+ 10.33% |
$47.5K - $49.2K
|
11K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.01K+ 22.33% |
$46.5K - $48.2K
|
5.55K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
982+ 7.79% |
$45.1K - $46.7K
|
13.6K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
926+ 6.15% |
$42.5K - $44.1K
|
16K
$758K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
845+ 9.91% |
$38.8K - $40.2K
|
9.38K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
813+ 11.84% |
$37.3K - $38.7K
|
7.68K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
808+ 15.07% |
$37.1K - $38.4K
|
6.17K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
775+ 13.99% |
$35.6K - $36.9K
|
6.31K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
722+ 2.34% |
$33.2K - $34.4K
|
31.5K
$1.5M
|