Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.15M+ 31.2% |
$145M - $158M
|
13.2M
$614M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
730K+ 49.54% |
$33.6M - $36.6M
|
2.2M
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
401K+ 27.13% |
$18.4M - $20.1M
|
1.88M
$87.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
318K+ 34.05% |
$14.6M - $15.9M
|
1.25M
$58.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
135K+ 2.42% |
$6.2M - $6.76M
|
5.71M
$265M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 20.61% |
$5.23M - $5.7M
|
665K
$30.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112K+ 840.32% |
$5.15M - $5.61M
|
125K
$5.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 94.55% |
$4.77M - $5.21M
|
213K
$9.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.6K+ 202.77% |
$3.06M - $3.34M
|
99.4K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.3K+ 18.21% |
$2.82M - $3.08M
|
398K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
52K+ 10.63% |
$2.39M - $2.61M
|
541K
$25.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.4K+ 14.93% |
$2.32M - $2.53M
|
388K
$18M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.4K+ 949.81% |
$2.32M - $2.53M
|
55.7K
$2.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
49.5KNew |
$2.28M - $2.48M
|
49.5K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
43K+ 21.05% |
$1.98M - $2.16M
|
247K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
34.5K+ 30.91% |
$1.59M - $1.73M
|
146K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
32.2KNew |
$1.48M - $1.61M
|
32.2K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28.7K+ 122.45% |
$1.32M - $1.44M
|
52.2K
$2.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
28.2K+ 7.01% |
$1.3M - $1.42M
|
431K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27.5K+ 102.28% |
$1.27M - $1.38M
|
54.5K
$2.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
26.8K+ 26.91% |
$1.23M - $1.35M
|
126K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
26.6KNew |
$1.22M - $1.33M
|
26.6K
$1.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
26.1KNew |
$1.2M - $1.31M
|
26.1K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.3K+ 29.46% |
$1.17M - $1.27M
|
111K
$5.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.1K+ 192.5% |
$1.11M - $1.21M
|
36.7K
$1.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.8K+ 32.05% |
$1.05M - $1.14M
|
93.8K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.7K+ 2.07% |
$859K - $937K
|
923K
$42.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
18.6K+ 3.59% |
$857K - $934K
|
538K
$25M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.2K+ 381.58% |
$748K - $815K
|
20.5K
$952K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 14.38% |
$729K - $795K
|
126K
$5.85M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3KNew |
$659K - $718K
|
14.3K
$664K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 18.02% |
$647K - $706K
|
92.1K
$4.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
11.9KNew |
$547K - $596K
|
11.9K
$551K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
11.6K+ 81.81% |
$532K - $581K
|
25.7K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11K+ 16.73% |
$507K - $553K
|
76.9K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.9K+ 2.5% |
$501K - $546K
|
445K
$20.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.3KNew |
$475K - $518K
|
10.3K
$479K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.91KNew |
$410K - $447K
|
8.91K
$413K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.77KNew |
$404K - $440K
|
8.77K
$407K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.61KNew |
$396K - $432K
|
8.61K
$399K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.45K+ 171.07% |
$389K - $424K
|
13.4K
$622K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
8.28K+ 7.71% |
$381K - $415K
|
116K
$5.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.25K+ 15.03% |
$379K - $414K
|
63.1K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.01K+ 6.74% |
$369K - $402K
|
127K
$5.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
7.63K+ 29.69% |
$351K - $383K
|
33.3K
$1.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
7.58K+ 6.32% |
$349K - $380K
|
127K
$5.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.4K+ 12.32% |
$341K - $372K
|
67.5K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.33KNew |
$337K - $368K
|
7.33K
$340K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.28K+ 19.39% |
$289K - $315K
|
38.7K
$1.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.13KNew |
$282K - $308K
|
6.13K
$285K
|