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 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
707+ 4.32% |
$32.5K - $33.6K
|
17.1K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 28.17% |
$31.1K - $32.2K
|
3.08K
$146K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
656+ 2.2% |
$30.1K - $31.2K
|
30.5K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
606+ 13.49% |
$27.8K - $28.8K
|
5.1K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
540+ 1.26% |
$24.8K - $25.7K
|
43.5K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
517+ 2.62% |
$23.7K - $24.6K
|
20.3K
$962K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
512+ 8.01% |
$23.5K - $24.4K
|
6.9K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
455+ 8.28% |
$20.9K - $21.6K
|
5.95K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
446+ 7.2% |
$20.5K - $21.2K
|
6.64K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
425New |
$19.5K - $20.2K
|
425
$20.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
421+ 0.96% |
$19.3K - $20K
|
44.1K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
274+ 5.39% |
$12.6K - $13K
|
5.36K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
240+ 0.83% |
$11K - $11.4K
|
29.2K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
237+ 3.02% |
$10.9K - $11.3K
|
8.08K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 3.14% |
$10.3K - $10.7K
|
7.38K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224+ 23.91% |
$10.3K - $10.7K
|
1.16K
$55.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 72.04% |
$9.23K - $9.56K
|
480
$22.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176New |
$8.08K - $8.37K
|
176
$8.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
169+ 0.97% |
$7.76K - $8.04K
|
17.6K
$835K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
152+ 2.14% |
$6.98K - $7.23K
|
7.24K
$344K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
83+ 296.43% |
$3.81K - $3.95K
|
111
$5.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 1.63% |
$3.67K - $3.81K
|
4.99K
$237K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
57+ 0.49% |
$2.62K - $2.71K
|
11.7K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.27% |
$1.88K - $1.95K
|
15.5K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
36+ 0.17% |
$1.65K - $1.71K
|
21.6K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.55% |
$1.56K - $1.62K
|
6.19K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.26% |
$1.15K - $1.19K
|
9.72K
$461K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$807
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
9+ 1.66% |
$413 - $428
|
552
$26.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.73% |
$184 - $190
|
552
$26.2K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$45.9 - $47.6
|
169
$8.02K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.52% |
$45.9 - $47.6
|
67
$3.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$807
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.06% |
$138 - $143
|
5.27K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-20- 0.05% |
$918 - $952
|
39.1K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 0.05% |
$964 - $999
|
40.7K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-35- 0.29% |
$1.61K - $1.67K
|
11.8K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 0.42% |
$1.79K - $1.86K
|
9.22K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 1.67% |
$3.58K - $3.71K
|
4.6K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-79- 82.29% |
$3.63K - $3.76K
|
17
$807
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-82- 0.43% |
$3.77K - $3.9K
|
18.8K
$891K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-96- 9.08% |
$4.41K - $4.57K
|
961
$45.6K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-103- 0.46% |
$4.73K - $4.9K
|
22.2K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-106- 2.2% |
$4.87K - $5.04K
|
4.71K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-112- 0.47% |
$5.14K - $5.33K
|
23.8K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-115- 1.76% |
$5.28K - $5.47K
|
6.43K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-115- 16.17% |
$5.28K - $5.47K
|
596
$28.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-156- 3.15% |
$7.16K - $7.42K
|
4.8K
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-163- 3.41% |
$7.48K - $7.76K
|
4.62K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 4.41% |
$13.9K - $14.4K
|
6.56K
$311K
|