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
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 0.81% |
$65.2K - $67K
|
172K
$8.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 0.77% |
$67.5K - $69.4K
|
188K
$9.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.5K- 3.94% |
$69.4K - $71.3K
|
36.4K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.54K- 8.2% |
$71.5K - $73.5K
|
17.2K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.57K- 4.89% |
$72.9K - $74.9K
|
30.5K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.59K- 3.91% |
$73.8K - $75.8K
|
39.1K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-1.61K- 25.47% |
$74.8K - $76.9K
|
4.72K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 1.08% |
$80.2K - $82.5K
|
158K
$7.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 23.58% |
$84K - $86.4K
|
5.87K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.85K- 7.41% |
$85.7K - $88.1K
|
23.1K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.88K- 1.24% |
$87.4K - $89.9K
|
150K
$7.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.14K- 4.84% |
$99.1K - $102K
|
42K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-2.17K- 4.07% |
$101K - $104K
|
51.2K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.31K- 1.62% |
$107K - $110K
|
141K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.52K- 7.01% |
$117K - $120K
|
33.5K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.57K- 6.19% |
$119K - $123K
|
39K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.64K- 15.46% |
$122K - $126K
|
14.4K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.64K- 8.59% |
$123K - $126K
|
28.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.79K- 2.55% |
$130K - $133K
|
107K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.94K- 15.61% |
$137K - $140K
|
15.9K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.03K- 3.7% |
$141K - $145K
|
79K
$3.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.53K- 2.88% |
$164K - $168K
|
119K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 30.56% |
$164K - $169K
|
8.04K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.6K- 36.16% |
$167K - $172K
|
6.36K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.61K- 34.56% |
$168K - $172K
|
6.84K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-3.75K- 8.67% |
$174K - $179K
|
39.5K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.85K- 37.54% |
$179K - $184K
|
6.41K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-3.99K- 10.68% |
$185K - $190K
|
33.3K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.17K- 47.25% |
$194K - $199K
|
4.66K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4.23K- 20.86% |
$196K - $202K
|
16K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.46K- 6.87% |
$207K - $213K
|
60.5K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.68K- 4.33% |
$217K - $223K
|
104K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.35K- 44.95% |
$248K - $255K
|
6.56K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-6.13K- 6.68% |
$284K - $292K
|
85.7K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.61K- 5.8% |
$307K - $315K
|
107K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.11K- 30.52% |
$330K - $339K
|
16.2K
$780K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18K- 38.38% |
$333K - $342K
|
11.5K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.19K- 9.03% |
$334K - $343K
|
72.5K
$3.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.28K- 3.85% |
$338K - $347K
|
182K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.79K- 9.02% |
$361K - $371K
|
78.6K
$3.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8K- 44.44% |
$371K - $382K
|
10K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-9.49K- 17.23% |
$440K - $453K
|
45.6K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.72K- 4.82% |
$451K - $464K
|
192K
$9.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 6.94% |
$556K - $571K
|
161K
$7.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-12.5K- 9.83% |
$579K - $595K
|
114K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.1K- 51.15% |
$609K - $626K
|
12.5K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 9.35% |
$615K - $632K
|
129K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.1K- 2.36% |
$886K - $910K
|
789K
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.5K- 32.3% |
$953K - $979K
|
43K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.6K- 10.23% |
$1M - $1.03M
|
190K
$9.14M
|