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 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-85- 1.85% |
$3.94K - $4.05K
|
4.52K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-85- 57.43% |
$3.94K - $4.05K
|
63
$3.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-88- 9.08% |
$4.08K - $4.2K
|
881
$42.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 2.21% |
$4.5K - $4.63K
|
4.3K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-97- 1.88% |
$4.5K - $4.63K
|
5.06K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 0.08% |
$4.73K - $4.87K
|
126K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-108- 0.49% |
$5.01K - $5.15K
|
21.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-111- 0.94% |
$5.15K - $5.29K
|
11.7K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-114- 2.01% |
$5.29K - $5.44K
|
5.56K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.37% |
$5.43K - $5.58K
|
4.83K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-142- 18.88% |
$6.59K - $6.77K
|
610
$29.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 1.98% |
$7.43K - $7.63K
|
7.92K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-175- 0.4% |
$8.12K - $8.35K
|
43.3K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-180- 2.85% |
$8.35K - $8.59K
|
6.13K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-182- 3.17% |
$8.45K - $8.68K
|
5.56K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-197- 2.2% |
$9.14K - $9.4K
|
8.77K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-198- 2.36% |
$9.19K - $9.44K
|
8.21K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-203- 0.93% |
$9.42K - $9.68K
|
21.5K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-217- 4.12% |
$10.1K - $10.4K
|
5.04K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 3.06% |
$10.1K - $10.4K
|
6.91K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-236- 2.77% |
$11K - $11.3K
|
8.3K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-239- 4.69% |
$11.1K - $11.4K
|
4.86K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-269- 26.95% |
$12.5K - $12.8K
|
729
$35.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-290- 2.14% |
$13.5K - $13.8K
|
13.3K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-342- 1.41% |
$15.9K - $16.3K
|
24K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-345- 1.23% |
$16K - $16.5K
|
27.7K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-368- 7.41% |
$17.1K - $17.6K
|
4.6K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-380- 2.19% |
$17.6K - $18.1K
|
17K
$818K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-382- 4.67% |
$17.7K - $18.2K
|
7.8K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-417- 1.81% |
$19.4K - $19.9K
|
22.6K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-421- 7.18% |
$19.5K - $20.1K
|
5.44K
$262K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-457- 1.45% |
$21.2K - $21.8K
|
31.1K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-530- 0.69% |
$24.6K - $25.3K
|
76.1K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-531- 3.02% |
$24.6K - $25.3K
|
17.1K
$823K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-532- 4.96% |
$24.7K - $25.4K
|
10.2K
$492K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-548- 4.54% |
$25.4K - $26.1K
|
11.5K
$555K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-570- 2.92% |
$26.5K - $27.2K
|
18.9K
$913K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-647- 1.18% |
$30K - $30.9K
|
54.2K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-675- 14.69% |
$31.3K - $32.2K
|
3.92K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-884- 7.73% |
$41K - $42.2K
|
10.6K
$508K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-906- 4.41% |
$42K - $43.2K
|
19.7K
$947K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-953- 22.8% |
$44.2K - $45.5K
|
3.23K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.04K- 19.07% |
$48.3K - $49.6K
|
4.41K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 7.29% |
$48.5K - $49.8K
|
13.3K
$639K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 14.26% |
$49.2K - $50.6K
|
6.37K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 9.01% |
$50.2K - $51.6K
|
10.9K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 4.71% |
$54.9K - $56.4K
|
23.9K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.25K- 1.42% |
$58K - $59.6K
|
87K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.33K- 1.7% |
$61.8K - $63.5K
|
76.9K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.36K- 3.48% |
$63K - $64.8K
|
37.7K
$1.82M
|