Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.85K- 8.37% |
$86.7K - $89.4K
|
20.2K
$936K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.86K- 2.69% |
$87.3K - $90K
|
67.3K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96K- 31.16% |
$92.2K - $95.1K
|
4.33K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.04K- 16.65% |
$95.9K - $98.9K
|
10.2K
$473K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.12K- 4.46% |
$99.6K - $103K
|
45.4K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.24K- 18.27% |
$105K - $108K
|
10K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.28K- 5.1% |
$107K - $111K
|
42.5K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.89K- 26.06% |
$136K - $140K
|
8.2K
$380K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.38K- 1.83% |
$159K - $164K
|
181K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.32K- 29.26% |
$203K - $209K
|
10.4K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.41K- 2.56% |
$207K - $213K
|
168K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 28.45% |
$210K - $216K
|
11.2K
$520K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.62K- 23.31% |
$217K - $224K
|
15.2K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.74K- 0.94% |
$223K - $230K
|
500K
$23.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.16K- 35.96% |
$243K - $250K
|
9.19K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.17K- 32.05% |
$243K - $250K
|
11K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.26K- 45.39% |
$388K - $400K
|
9.94K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.37K- 38.24% |
$393K - $406K
|
13.5K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11K- 11.0% |
$517K - $533K
|
89K
$4.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.4K- 68.08% |
$537K - $554K
|
5.36K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.7K- 1.28% |
$550K - $567K
|
900K
$41.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 5.03% |
$753K - $777K
|
303K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.9K- 17.88% |
$980K - $1.01M
|
95.8K
$4.44M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-24.6K- 31.51% |
$1.16M - $1.19M
|
53.6K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 4.11% |
$1.16M - $1.2M
|
577K
$26.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-148K- 32.43% |
$6.94M - $7.15M
|
308K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-322K- 42.09% |
$15.1M - $15.6M
|
443K
$20.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.16M- 95.83% |
$54.6M - $56.3M
|
50.5K
$2.34M
|