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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
368KNew |
$17.1M - $17.6M
|
368K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
321K+ 720.27% |
$14.9M - $15.3M
|
366K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
300K+ 783.62% |
$13.9M - $14.3M
|
338K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
274K+ 23.69% |
$12.7M - $13M
|
1.43M
$68.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208K+ 1.21% |
$9.64M - $9.9M
|
17.4M
$836M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
201K+ 9.59% |
$9.33M - $9.59M
|
2.3M
$111M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
189KNew |
$8.78M - $9.03M
|
189K
$9.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 11.06% |
$8.57M - $8.81M
|
1.85M
$89.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
131KNew |
$6.06M - $6.23M
|
131K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
129K+ 32.3% |
$5.98M - $6.15M
|
528K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
125K+ 102.6% |
$5.82M - $5.98M
|
248K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
123K+ 32.19% |
$5.69M - $5.85M
|
503K
$24.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 2.11% |
$5.59M - $5.74M
|
5.82M
$280M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 94.62% |
$5.23M - $5.38M
|
232K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
107K+ 38.3% |
$4.98M - $5.12M
|
388K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99.5K+ 5.17% |
$4.62M - $4.75M
|
2.03M
$97.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
79.8K+ 5.75% |
$3.7M - $3.81M
|
1.47M
$70.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
78.5KNew |
$3.64M - $3.74M
|
78.5K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.2KNew |
$3.17M - $3.25M
|
68.2K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
46.3K+ 6.06% |
$2.15M - $2.21M
|
811K
$39.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
44.7KNew |
$2.08M - $2.13M
|
44.7K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
42.1K+ 44.71% |
$1.95M - $2.01M
|
136K
$6.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
40.8K+ 46.79% |
$1.89M - $1.94M
|
128K
$6.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.9K+ 8.24% |
$1.85M - $1.9M
|
524K
$25.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 6.6% |
$1.65M - $1.7M
|
576K
$27.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
35.4K+ 126.41% |
$1.64M - $1.69M
|
63.3K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 5.17% |
$1.31M - $1.35M
|
574K
$27.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.1K+ 10.33% |
$1.26M - $1.29M
|
290K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26.5KNew |
$1.23M - $1.27M
|
26.5K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 64.27% |
$1.16M - $1.19M
|
63.9K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
23.5K+ 80.29% |
$1.09M - $1.12M
|
52.7K
$2.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 3.47% |
$1.05M - $1.08M
|
673K
$32.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.3K+ 12.06% |
$1.03M - $1.06M
|
207K
$9.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22K+ 1.83% |
$1.02M - $1.05M
|
1.22M
$59M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
20.2KNew |
$938K - $964K
|
20.2K
$974K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
19.9K+ 46.24% |
$924K - $949K
|
62.9K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 20.28% |
$904K - $929K
|
116K
$5.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.3K+ 85.03% |
$896K - $921K
|
42K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
18.2K+ 4.46% |
$845K - $869K
|
427K
$20.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.1K+ 60.42% |
$839K - $863K
|
48K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17.7K+ 8.06% |
$822K - $845K
|
237K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6K+ 3.88% |
$768K - $790K
|
443K
$21.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
16.1K+ 13.21% |
$749K - $770K
|
138K
$6.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16K+ 140.26% |
$741K - $761K
|
27.3K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15.2K+ 111.53% |
$703K - $723K
|
28.7K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 5.77% |
$638K - $656K
|
252K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.6K+ 30.02% |
$586K - $602K
|
54.7K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
12.6KNew |
$584K - $600K
|
12.6K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 18.98% |
$575K - $591K
|
77.7K
$3.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
11.7KNew |
$543K - $558K
|
11.7K
$564K
|