Purchases and Sales Made in Q2 2022 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

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
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-1.42K
- 22.21%
$67.8K - $73.1K
4.98K $231K
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-1.73K
Closed
$82.3K - $88.8K
0 $0
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-1.81K
- 3.19%
$86.2K - $93K
54.9K $2.54M
Jul 11, 2022 Q2 2022
Financial Management Network Inc

SELL
 -
-1.88K
- 12.25%
$89.9K - $97K
13.5K $625K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-1.9K
- 84.44%
$90.6K - $97.8K
350 $16.2K
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

SELL
 -
-2.26K
- 7.27%
$108K - $116K
28.9K $1.34M
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-2.39K
- 13.6%
$114K - $123K
15.2K $704K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-2.5K
Closed
$119K - $129K
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2.51K
- 53.39%
$120K - $129K
2.19K $102K
Aug 09, 2022 Q2 2022
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
SELL
 -
-2.71K
- 38.21%
$129K - $140K
4.39K $203K
Jul 12, 2022 Q2 2022
Manning & Napier Group, LLC

SELL
 -
-3.05K
- 19.99%
$145K - $157K
12.2K $565K
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-3.35K
- 92.15%
$160K - $172K
285 $13.2K
Aug 15, 2022 Q2 2022
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-3.99K
Closed
$190K - $205K
0 $0
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-4.18K
- 64.92%
$199K - $215K
2.26K $105K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-4.49K
Closed
$214K - $231K
0 $0
Aug 09, 2022 Q2 2022
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-4.68K
- 0.49%
$223K - $241K
953K $44.1M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-5.01K
- 27.0%
$239K - $258K
13.5K $628K
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-5.07K
- 12.41%
$242K - $261K
35.8K $1.66M
Jul 15, 2022 Q2 2022
Brave Asset Management Inc

SELL
 -
-5.16K
Closed
$246K - $266K
0 $0
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

SELL
 -
-5.49K
- 19.24%
$262K - $282K
23K $1.07M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-5.85K
- 18.55%
$279K - $301K
25.7K $1.19M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-5.86K
Closed
$279K - $301K
0 $0
May 03, 2023 Q2 2022
Kilter Howling LLC

Boulder, CO
SELL
 -
-7.03K
- 27.5%
$335K - $362K
18.5K $858K
Jul 27, 2022 Q2 2022
One Day In July LLC

SELL
 -
-7.32K
- 34.1%
$349K - $377K
14.1K $655K
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

SELL
 -
-8.02K
Closed
$382K - $413K
0 $0
Aug 08, 2022 Q2 2022
Banque Pictet & Cie Sa

SELL
 -
-9.4K
- 29.01%
$448K - $484K
23K $1.07M
Nov 01, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-9.55K
- 56.04%
$456K - $492K
7.49K $347K
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-11.3K
- 9.29%
$538K - $580K
110K $5.1M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-12.6K
- 9.24%
$600K - $647K
123K $5.72M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-15K
- 17.43%
$717K - $773K
71.2K $3.3M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-15.7K
Closed
$749K - $808K
0 $0
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-17K
- 16.52%
$811K - $875K
85.9K $3.98M
Jul 19, 2022 Q2 2022
Beacon Financial Group

SELL
 -
-17.9K
Closed
$853K - $921K
0 $0
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-18.4K
- 78.86%
$879K - $948K
4.94K $229K
Jul 29, 2022 Q2 2022
Retirement Capital Strategies

SELL
 -
-19.5K
- 34.05%
$929K - $1M
37.7K $1.75M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-20.4K
- 38.58%
$971K - $1.05M
32.4K $1.5M
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-23K
Closed
$1.1M - $1.18M
0 $0
Aug 10, 2022 Q2 2022
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-24.5K
Closed
$1.17M - $1.26M
0 $0
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-25.3K
- 21.54%
$1.21M - $1.3M
92.2K $4.27M
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

SELL
 -
-26.3K
- 27.04%
$1.26M - $1.36M
71K $3.29M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-27.8K
- 29.3%
$1.33M - $1.43M
67.1K $3.11M
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-29.8K
- 63.1%
$1.42M - $1.53M
17.4K $807K
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-33.8K
Closed
$1.61M - $1.74M
0 $0
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-35.4K
- 73.37%
$1.69M - $1.82M
12.8K $594K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-36.8K
Closed
$1.75M - $1.89M
0 $0
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-38K
- 38.75%
$1.81M - $1.96M
60.1K $2.78M
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-42.1K
- 15.21%
$2.01M - $2.17M
235K $10.9M
Aug 08, 2022 Q2 2022
Barings LLC

SELL
 -
-56.2K
- 33.51%
$2.68M - $2.89M
111K $5.16M
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-84.9K
- 68.32%
$4.05M - $4.37M
39.4K $1.82M

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