Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.43K+ 34.44% |
$68.3K - $73.7K
|
5.59K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 34.83% |
$62.8K - $67.7K
|
5.09K
$236K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1.55% |
$55.6K - $60K
|
76.2K
$3.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.12KNew |
$53.2K - $57.4K
|
1.12K
$51.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.11K+ 7.83% |
$52.8K - $56.9K
|
15.2K
$706K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09K+ 10.28% |
$52.1K - $56.2K
|
11.7K
$542K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.05KNew |
$50K - $53.9K
|
1.05K
$48.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$47.7K - $51.5K
|
1K
$46.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
989New |
$47.2K - $50.9K
|
989
$45.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
959+ 5.96% |
$45.8K - $49.4K
|
17.1K
$790K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
847+ 1.91% |
$40.4K - $43.6K
|
45.2K
$2.09M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
819+ 11.18% |
$39.1K - $42.2K
|
8.15K
$377K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
786+ 3.87% |
$37.5K - $40.5K
|
21.1K
$977K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
700+ 12.17% |
$33.4K - $36K
|
6.45K
$299K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
662+ 1.85% |
$31.6K - $34.1K
|
36.5K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
660+ 14.63% |
$31.5K - $34K
|
5.17K
$240K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
577+ 4.81% |
$27.5K - $29.7K
|
12.6K
$582K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
537+ 4.81% |
$25.6K - $27.6K
|
11.7K
$542K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
475+ 6.31% |
$22.7K - $24.4K
|
8K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
467+ 7.26% |
$22.3K - $24K
|
6.9K
$320K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
413+ 0.65% |
$19.7K - $21.3K
|
64.4K
$2.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
413+ 0.65% |
$19.7K - $21.3K
|
64.4K
$2.98M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
393+ 0.24% |
$18.8K - $20.2K
|
162K
$7.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
255New |
$12.2K - $13.1K
|
255
$11.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
242+ 2.65% |
$11.5K - $12.5K
|
9.38K
$434K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
204+ 2.03% |
$9.73K - $10.5K
|
10.3K
$475K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194New |
$9.26K - $9.99K
|
194
$8.99K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
148New |
$7.06K - $7.62K
|
148
$6.86K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
132+ 0.67% |
$6.3K - $6.79K
|
19.8K
$919K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
122+ 2.25% |
$5.82K - $6.28K
|
5.55K
$257K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
112+ 1.73% |
$5.34K - $5.76K
|
6.57K
$304K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
101+ 2.1% |
$4.82K - $5.2K
|
4.9K
$227K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
83New |
$3.96K - $4.27K
|
83
$3.85K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$210K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
80+ 1.8% |
$3.82K - $4.12K
|
4.54K
$210K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
78+ 1.1% |
$3.72K - $4.01K
|
7.18K
$332K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.23% |
$3.48K - $3.76K
|
31.6K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
49+ 0.74% |
$2.34K - $2.52K
|
6.67K
$309K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
41+ 5.32% |
$1.96K - $2.11K
|
811
$37.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
31+ 0.22% |
$1.48K - $1.6K
|
14K
$648K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27+ 2.17% |
$1.29K - $1.39K
|
1.27K
$58.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 0.42% |
$1.15K - $1.24K
|
5.78K
$268K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24New |
$1.15K - $1.24K
|
24
$1.11K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.15% |
$859 - $926
|
11.7K
$541K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
13+ 13.4% |
$620 - $669
|
110
$5.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 0.3% |
$620 - $669
|
4.39K
$203K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10+ 0.07% |
$477 - $515
|
13.5K
$625K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.17% |
$191 - $206
|
2.32K
$107K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.4% |
$143 - $154
|
757
$35.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
3+ 0.34% |
$143 - $154
|
876
$40.6K
|