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 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-764- 0.6% |
$35.1K - $36.4K
|
127K
$6.02M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-969- 39.12% |
$44.5K - $46.1K
|
1.51K
$71.6K
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.23K- 16.64% |
$56.3K - $58.3K
|
6.14K
$291K
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-23.1K- 10.7% |
$1.06M - $1.1M
|
192K
$9.13M
|
|
|
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
|