Purchases and Sales Made in Q2 2025 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 2025. 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.9K+ 8.24% |
$1.85M - $1.9M
|
524K
$24.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.49K+ 3.6% |
$348K - $357K
|
215K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.32K+ 11.11% |
$340K - $349K
|
73.2K
$3.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.56K+ 2.95% |
$258K - $265K
|
194K
$9.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.44KNew |
$252K - $259K
|
5.44K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.96KNew |
$230K - $237K
|
4.96K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 2.04% |
$178K - $183K
|
193K
$9.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.65K+ 1.9% |
$170K - $174K
|
196K
$9.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8K+ 19.35% |
$130K - $134K
|
17.3K
$819K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
383+ 0.57% |
$17.8K - $18.3K
|
67.6K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 42.65% |
$16.2K - $16.6K
|
1.16K
$55.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
346+ 0.05% |
$16.1K - $16.5K
|
672K
$31.8M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
191+ 1.79% |
$8.86K - $9.11K
|
10.9K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
189New |
$8.77K - $9.02K
|
189
$8.95K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 0.46% |
$5.11K - $5.25K
|
23.9K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
59+ 0.51% |
$2.74K - $2.81K
|
11.6K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.45% |
$1.58K - $1.62K
|
7.64K
$362K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$186 - $191
|
451
$21.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$232 - $239
|
9.72K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-72- 0.5% |
$3.34K - $3.43K
|
14.5K
$686K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-84- 1.07% |
$3.9K - $4.01K
|
7.77K
$368K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 1.98% |
$7.43K - $7.63K
|
7.92K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 3.06% |
$10.1K - $10.4K
|
6.91K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.33K- 1.7% |
$61.8K - $63.5K
|
76.9K
$3.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.68K- 4.33% |
$217K - $223K
|
104K
$4.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-6.13K- 6.68% |
$284K - $292K
|
85.7K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18K- 38.38% |
$333K - $342K
|
11.5K
$546K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.19K- 9.03% |
$334K - $343K
|
72.5K
$3.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-9.49K- 17.23% |
$440K - $453K
|
45.6K
$2.16M
|