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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
367+ 1.23% |
$16.8K - $17.3K
|
30.2K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
363+ 3.39% |
$16.6K - $17.1K
|
11.1K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
351+ 1.94% |
$16K - $16.5K
|
18.5K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347+ 3.28% |
$15.8K - $16.3K
|
10.9K
$507K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
328+ 5.77% |
$15K - $15.4K
|
6.01K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
300+ 6.17% |
$13.7K - $14.1K
|
5.16K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
294+ 0.83% |
$13.4K - $13.8K
|
35.6K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
290+ 2.6% |
$13.2K - $13.6K
|
11.4K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
289+ 5.95% |
$13.2K - $13.6K
|
5.15K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
281+ 3.58% |
$12.8K - $13.2K
|
8.12K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
279New |
$12.7K - $13.1K
|
279
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
250+ 4.39% |
$11.4K - $11.8K
|
5.95K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 8.11% |
$11.4K - $11.8K
|
3.33K
$154K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
228+ 3.1% |
$10.4K - $10.7K
|
7.57K
$351K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
225+ 3.45% |
$10.3K - $10.6K
|
6.75K
$313K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
223+ 2.44% |
$10.2K - $10.5K
|
9.37K
$434K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
217+ 4.26% |
$9.91K - $10.2K
|
5.31K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
215+ 4.15% |
$9.81K - $10.1K
|
5.4K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
210+ 0.41% |
$9.59K - $9.87K
|
51.5K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
208+ 0.41% |
$9.5K - $9.78K
|
51.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
168+ 1.07% |
$7.67K - $7.9K
|
15.9K
$738K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
163+ 3.54% |
$7.44K - $7.66K
|
4.77K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
163+ 0.68% |
$7.44K - $7.66K
|
24.2K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
116+ 0.83% |
$5.3K - $5.45K
|
14.1K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
105+ 0.79% |
$4.79K - $4.94K
|
13.4K
$620K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
100+ 1.56% |
$4.57K - $4.7K
|
6.53K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
64+ 3.87% |
$2.92K - $3.01K
|
1.72K
$79.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62+ 1.33% |
$2.83K - $2.92K
|
4.72K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
51+ 0.24% |
$2.33K - $2.4K
|
21K
$974K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
44+ 1.09% |
$2.01K - $2.07K
|
4.07K
$189K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
36+ 0.52% |
$1.64K - $1.69K
|
7K
$324K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.78% |
$1.6K - $1.65K
|
4.53K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 0.16% |
$1.28K - $1.32K
|
17.1K
$792K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
27+ 7.44% |
$1.23K - $1.27K
|
390
$18.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 173.33% |
$1.19K - $1.22K
|
41
$1.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
23+ 9.35% |
$1.05K - $1.08K
|
269
$12.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.4% |
$867 - $893
|
4.76K
$220K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17+ 34.69% |
$776 - $799
|
66
$3.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
17+ 0.02% |
$776 - $799
|
78.9K
$3.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16New |
$730 - $752
|
16
$741
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.95% |
$502 - $517
|
1.17K
$54.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.97% |
$365 - $376
|
836
$38.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.09% |
$274 - $282
|
6.86K
$318K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.06% |
$228 - $235
|
476
$22.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 3.31% |
$228 - $235
|
156
$7.23K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$183 - $188
|
8.52K
$395K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.01% |
$91.3 - $94
|
201
$9.31K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $47
|
14.4K
$666K
|
|
|
Oct 07, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|