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 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
11.6KNew |
$538K - $553K
|
11.6K
$558K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 9.79% |
$525K - $540K
|
127K
$6.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
10.8K+ 23.88% |
$504K - $517K
|
56.3K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
10.8K+ 21.22% |
$499K - $513K
|
61.4K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 33.77% |
$483K - $497K
|
41.2K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.92K+ 143.67% |
$460K - $473K
|
16.8K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.8K+ 10.11% |
$455K - $468K
|
107K
$5.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.76K+ 11.12% |
$453K - $466K
|
97.5K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.46K+ 12.63% |
$439K - $451K
|
84.4K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.03K+ 32.13% |
$419K - $431K
|
37.1K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.86K+ 7.06% |
$411K - $422K
|
134K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.51K+ 67.99% |
$395K - $406K
|
21K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.21K+ 36.09% |
$381K - $391K
|
30.9K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.06K+ 42.46% |
$374K - $384K
|
27K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.98K+ 68.21% |
$370K - $381K
|
19.7K
$948K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.49K+ 3.6% |
$348K - $357K
|
215K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.32K+ 11.11% |
$340K - $349K
|
73.2K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.28KNew |
$338K - $347K
|
7.28K
$351K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.84K+ 9.22% |
$317K - $326K
|
81K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.77KNew |
$314K - $323K
|
6.77K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.65K+ 56.81% |
$308K - $317K
|
18.3K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.64KNew |
$308K - $316K
|
6.64K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.15K+ 551.93% |
$286K - $294K
|
7.27K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.1K+ 2.8% |
$283K - $291K
|
224K
$10.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.08K+ 127.01% |
$282K - $290K
|
10.9K
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.75KNew |
$267K - $274K
|
5.75K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.75KNew |
$267K - $274K
|
5.75K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.72K+ 20.73% |
$266K - $273K
|
33.3K
$1.61M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.56K+ 2.95% |
$258K - $265K
|
194K
$9.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.44KNew |
$252K - $259K
|
5.44K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.35K+ 2.78% |
$248K - $255K
|
198K
$9.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13KNew |
$238K - $245K
|
5.13K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.96KNew |
$230K - $237K
|
4.96K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.8KNew |
$223K - $229K
|
4.8K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.8KNew |
$223K - $229K
|
4.8K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.77K+ 25.95% |
$221K - $228K
|
23.2K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.65K+ 31.91% |
$216K - $222K
|
19.2K
$927K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.48KNew |
$208K - $214K
|
4.48K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.45K+ 13.16% |
$207K - $212K
|
38.3K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.45K+ 3.08% |
$207K - $212K
|
149K
$7.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.28K+ 1.36% |
$199K - $204K
|
319K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.24KNew |
$197K - $202K
|
4.24K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 94.43% |
$193K - $199K
|
8.58K
$413K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.03K+ 67.35% |
$187K - $192K
|
10K
$483K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 2.04% |
$178K - $183K
|
193K
$9.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7K+ 10.41% |
$172K - $177K
|
39.3K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.69K+ 10.54% |
$171K - $176K
|
38.6K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.65K+ 1.9% |
$170K - $174K
|
196K
$9.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.57K+ 21.63% |
$166K - $170K
|
20.1K
$968K
|