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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.55K- 11.38% |
$71.3K - $77.8K
|
12.1K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 22.93% |
$78.1K - $85.2K
|
5.71K
$264K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 1.98% |
$87.7K - $95.6K
|
94.1K
$4.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.14K- 5.44% |
$98.5K - $107K
|
37.2K
$1.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.19K- 49.93% |
$101K - $110K
|
2.2K
$102K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69KClosed |
$124K - $135K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.95K- 5.87% |
$136K - $148K
|
47.2K
$2.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-3.25K- 3.31% |
$150K - $163K
|
95K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.27K- 25.48% |
$150K - $164K
|
9.56K
$443K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-3.78K- 20.38% |
$174K - $190K
|
14.8K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.69K- 0.88% |
$216K - $235K
|
531K
$24.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 26.86% |
$264K - $287K
|
15.6K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.3K- 30.25% |
$290K - $316K
|
14.5K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.34K- 17.7% |
$292K - $318K
|
29.5K
$1.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.99K- 7.15% |
$322K - $351K
|
90.8K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.28K- 4.35% |
$335K - $365K
|
160K
$7.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.07K- 8.76% |
$372K - $405K
|
84.1K
$3.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-10.7K- 26.63% |
$493K - $538K
|
29.5K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11K- 58.61% |
$508K - $554K
|
7.8K
$361K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.1K- 6.74% |
$510K - $557K
|
153K
$7.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 6.95% |
$750K - $818K
|
218K
$10.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-31K- 25.09% |
$1.43M - $1.55M
|
92.5K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.8K- 66.83% |
$2.43M - $2.65M
|
26.2K
$1.21M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-58.5K- 82.13% |
$2.69M - $2.93M
|
12.7K
$589K
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-59.5K- 20.36% |
$2.74M - $2.99M
|
233K
$10.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-74.4K- 81.36% |
$3.42M - $3.73M
|
17K
$790K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-88.2K- 85.49% |
$4.06M - $4.43M
|
15K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96K- 73.67% |
$4.42M - $4.82M
|
34.3K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-259K- 39.14% |
$11.9M - $13M
|
403K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-411K- 43.18% |
$18.9M - $20.6M
|
541K
$25.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.56M- 58.45% |
$71.9M - $78.4M
|
1.11M
$51.5M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.56M- 58.45% |
$71.9M - $78.4M
|
1.11M
$51.5M
|