Purchases and Sales Made in Q3 2023 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 2023. 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 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.75K+ 7.44% |
$170K - $178K
|
54.2K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.51K+ 1.75% |
$159K - $166K
|
204K
$9.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.5K+ 30.36% |
$158K - $166K
|
15K
$697K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.46K+ 20.28% |
$156K - $164K
|
20.5K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.45K+ 9.9% |
$156K - $164K
|
38.3K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.44K+ 2.29% |
$155K - $163K
|
153K
$7.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3.36K+ 2.51% |
$152K - $159K
|
137K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.35K+ 17.78% |
$152K - $159K
|
22.2K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$148K - $156K
|
3.29K
$153K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.24K+ 34.09% |
$146K - $154K
|
12.7K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.24K+ 47.13% |
$146K - $154K
|
10.1K
$470K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.17K+ 73.23% |
$143K - $151K
|
7.51K
$349K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.05K+ 39.79% |
$138K - $145K
|
10.7K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3K+ 48.57% |
$135K - $142K
|
9.16K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.99K+ 30.68% |
$135K - $142K
|
12.7K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.84K+ 18.58% |
$128K - $135K
|
18.1K
$841K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.82K+ 2.82% |
$127K - $134K
|
103K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.76K+ 5.49% |
$125K - $131K
|
53.1K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.57K+ 5.48% |
$116K - $122K
|
49.5K
$2.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
2.53KNew |
$114K - $120K
|
2.53K
$118K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.53K+ 56.56% |
$114K - $120K
|
7K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.41KNew |
$109K - $114K
|
2.41K
$112K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 56.88% |
$99.3K - $104K
|
6.06K
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.1K+ 3.66% |
$94.8K - $99.5K
|
59.4K
$2.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.05K+ 14.17% |
$92.4K - $97K
|
16.5K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 17.54% |
$91.4K - $95.9K
|
13.5K
$629K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 17.54% |
$91.4K - $95.9K
|
13.5K
$629K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2KNew |
$90.4K - $94.9K
|
2K
$92.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 10.7% |
$89.8K - $94.2K
|
20.6K
$955K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.97K+ 20.64% |
$89K - $93.3K
|
11.5K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.95K+ 9.31% |
$88.3K - $92.7K
|
23K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 13.42% |
$79.9K - $83.9K
|
14.9K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 11.87% |
$77.9K - $81.8K
|
16.2K
$755K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.69K+ 8.82% |
$76.2K - $80K
|
20.8K
$967K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.62K+ 12.57% |
$73.4K - $77K
|
14.5K
$675K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.62K+ 12.54% |
$73.3K - $76.9K
|
14.6K
$676K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.62K+ 13.46% |
$73K - $76.6K
|
13.6K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.55K+ 4.7% |
$70.2K - $73.7K
|
34.6K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.54K+ 20.26% |
$69.4K - $72.8K
|
9.11K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47KNew |
$66.5K - $69.8K
|
1.47K
$68.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46KNew |
$65.9K - $69.1K
|
1.46K
$67.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.39K+ 6.46% |
$62.7K - $65.8K
|
22.9K
$1.06M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.35K+ 0.75% |
$61.2K - $64.2K
|
181K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 4.44% |
$50.6K - $53.1K
|
26.3K
$1.22M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.09K+ 4.32% |
$49K - $51.5K
|
26.2K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 19.54% |
$48.5K - $50.9K
|
6.57K
$305K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06K+ 13.72% |
$47.8K - $50.1K
|
8.76K
$407K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
981+ 11.34% |
$44.3K - $46.5K
|
9.63K
$447K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
950+ 13.67% |
$42.9K - $45.1K
|
7.9K
$367K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
948+ 4.05% |
$42.8K - $45K
|
24.4K
$1.13M
|