Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 24.46% |
$75.1K - $77.3K
|
8.37K
$388K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.64K+ 10.72% |
$74.8K - $77.1K
|
16.9K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.55K+ 9.67% |
$70.9K - $73.1K
|
17.6K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.55K+ 0.95% |
$70.7K - $72.8K
|
165K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 17.64% |
$67.8K - $69.8K
|
9.9K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.48K+ 510.0% |
$67.5K - $69.5K
|
1.77K
$82K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44K+ 1.9% |
$65.9K - $67.9K
|
77.4K
$3.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 7.7% |
$58.8K - $60.6K
|
18K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.26K+ 25.33% |
$57.7K - $59.4K
|
6.25K
$290K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.21K+ 20.83% |
$55.2K - $56.8K
|
7.01K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$54.7K - $56.3K
|
1.2K
$55.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.17K+ 2.24% |
$53.4K - $55K
|
53.5K
$2.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.15K+ 10.72% |
$52.5K - $54K
|
11.9K
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 1.5% |
$51.8K - $53.4K
|
76.6K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.05K+ 9.88% |
$47.7K - $49.1K
|
11.6K
$538K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.03KNew |
$47K - $48.4K
|
1.03K
$47.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.03K+ 9.26% |
$46.8K - $48.2K
|
12.1K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
978+ 0.83% |
$44.6K - $46K
|
119K
$5.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
963+ 9.52% |
$44K - $45.3K
|
11.1K
$513K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
942+ 4.24% |
$43K - $44.3K
|
23.2K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
938+ 7.71% |
$42.8K - $44.1K
|
13.1K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
911+ 2.34% |
$41.6K - $42.8K
|
39.8K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
877+ 3.73% |
$40K - $41.2K
|
24.4K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
841+ 4.57% |
$38.4K - $39.5K
|
19.2K
$891K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
818+ 3.6% |
$37.3K - $38.5K
|
23.6K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
817New |
$37.3K - $38.4K
|
817
$37.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
797+ 3.29% |
$36.4K - $37.5K
|
25K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
728+ 4.84% |
$33.2K - $34.2K
|
15.8K
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
706+ 7.72% |
$32.2K - $33.2K
|
9.85K
$456K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
699+ 2.8% |
$31.9K - $32.9K
|
25.7K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
685+ 6.94% |
$31.3K - $32.2K
|
10.6K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
668+ 1.06% |
$30.5K - $31.4K
|
63.8K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
658+ 13.06% |
$30K - $30.9K
|
5.7K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
615+ 11.2% |
$28.1K - $28.9K
|
6.1K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
614New |
$28K - $28.9K
|
614
$28.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
610+ 2.62% |
$27.8K - $28.7K
|
23.9K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
606+ 4.34% |
$27.7K - $28.5K
|
14.6K
$675K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
603+ 2.61% |
$27.5K - $28.4K
|
23.7K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
541New |
$24.7K - $25.4K
|
541
$25.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
530+ 20.24% |
$24.2K - $24.9K
|
3.15K
$146K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
514+ 4.89% |
$23.5K - $24.2K
|
11K
$511K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
498+ 0.98% |
$22.7K - $23.4K
|
51.5K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
471+ 1.64% |
$21.5K - $22.1K
|
29.2K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
452+ 1.15% |
$20.6K - $21.3K
|
39.7K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
434+ 3.38% |
$19.8K - $20.4K
|
13.3K
$615K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
410+ 1.72% |
$18.7K - $19.3K
|
24.2K
$1.12M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
391New |
$17.8K - $18.4K
|
391
$18.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
387+ 4.46% |
$17.7K - $18.2K
|
9.06K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
386+ 0.98% |
$17.6K - $18.1K
|
39.9K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
375+ 6.3% |
$17.1K - $17.6K
|
6.33K
$293K
|