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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-335- 6.32% |
$15.4K - $15.9K
|
4.97K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-425- 8.65% |
$19.5K - $20.2K
|
4.49K
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-470- 3.13% |
$21.6K - $22.4K
|
14.5K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-480- 2.07% |
$22K - $22.8K
|
22.7K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-505- 2.89% |
$23.2K - $24K
|
16.9K
$804K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-521- 7.19% |
$23.9K - $24.8K
|
6.73K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-542- 10.35% |
$24.9K - $25.8K
|
4.69K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-575- 3.96% |
$26.4K - $27.4K
|
14K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-657- 7.72% |
$30.2K - $31.3K
|
7.86K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-674- 11.36% |
$31K - $32.1K
|
5.26K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-720- 8.09% |
$33.1K - $34.3K
|
8.18K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-726- 1.91% |
$33.3K - $34.5K
|
37.3K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-764- 0.6% |
$35.1K - $36.4K
|
127K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.01K- 10.91% |
$46.2K - $47.9K
|
8.22K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 2.8% |
$50.1K - $52K
|
37.9K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 3.2% |
$50.5K - $52.3K
|
33.3K
$1.58M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.26K- 5.05% |
$58K - $60.1K
|
23.8K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 15.43% |
$59.8K - $62K
|
7.14K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.36K- 10.9% |
$62.3K - $64.5K
|
11.1K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.44K- 0.71% |
$65.9K - $68.3K
|
202K
$9.59M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.47K- 2.29% |
$67.4K - $69.8K
|
62.7K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 25.52% |
$75.5K - $78.3K
|
4.8K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 8.18% |
$98.9K - $102K
|
24.2K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.23K- 1.15% |
$102K - $106K
|
192K
$9.11M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.63K- 26.96% |
$121K - $125K
|
7.12K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3.36K- 26.57% |
$154K - $160K
|
9.28K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.37K- 40.55% |
$155K - $161K
|
4.95K
$235K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 19.24% |
$159K - $164K
|
14.5K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.03K- 6.51% |
$185K - $192K
|
57.8K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.2K- 7.09% |
$193K - $200K
|
55.1K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.27K- 34.58% |
$242K - $251K
|
9.97K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.05K- 21.75% |
$278K - $288K
|
21.7K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.88K- 97.89% |
$316K - $327K
|
148
$7.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.38K- 3.43% |
$339K - $351K
|
208K
$9.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.8K- 24.28% |
$358K - $371K
|
24.3K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 10.96% |
$394K - $408K
|
69.7K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.36K- 42.79% |
$430K - $445K
|
12.5K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.3K- 10.09% |
$473K - $490K
|
91.8K
$4.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-12.8K- 23.38% |
$589K - $611K
|
42K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.03% |
$657K - $681K
|
189K
$8.97M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.9K- 12.11% |
$775K - $803K
|
123K
$5.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.5K- 11.99% |
$895K - $928K
|
143K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.7K- 10.94% |
$1.14M - $1.18M
|
202K
$9.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.8K- 33.88% |
$1.18M - $1.23M
|
50.3K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-67.7K- 45.94% |
$3.11M - $3.22M
|
79.7K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73.7K- 39.28% |
$3.38M - $3.51M
|
114K
$5.41M
|