Purchases and Sales Made in Q3 2024 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 2024. 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 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12K+ 30.17% |
$554K - $587K
|
51.8K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 3.81% |
$520K - $551K
|
307K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.1KNew |
$511K - $542K
|
11.1K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10.9K+ 13.81% |
$503K - $533K
|
89.8K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10.8K+ 38.96% |
$500K - $529K
|
38.6K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 4.79% |
$479K - $507K
|
227K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.31KNew |
$430K - $455K
|
9.31K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.69K+ 7.48% |
$401K - $425K
|
125K
$5.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.67K+ 4.35% |
$400K - $424K
|
208K
$9.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.36KNew |
$386K - $409K
|
8.36K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.2K+ 30.31% |
$379K - $401K
|
35.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.96KNew |
$367K - $389K
|
7.96K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.36KNew |
$340K - $360K
|
7.36K
$342K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
7.23K+ 14.33% |
$334K - $354K
|
57.7K
$2.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
7.21K+ 20.99% |
$333K - $353K
|
41.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.82K+ 8.9% |
$315K - $334K
|
83.4K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.79K+ 13.19% |
$314K - $332K
|
58.3K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.44K+ 13.1% |
$297K - $315K
|
55.6K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.4K+ 6.19% |
$296K - $313K
|
110K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 5.31% |
$292K - $309K
|
125K
$5.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.14K+ 0.74% |
$284K - $300K
|
834K
$38.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.8K+ 9.67% |
$268K - $284K
|
65.8K
$3.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.48K+ 25.73% |
$253K - $268K
|
26.8K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5.4K+ 16.01% |
$249K - $264K
|
39.1K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.14KNew |
$237K - $252K
|
5.14K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.06K+ 12.7% |
$234K - $248K
|
44.9K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.01KNew |
$231K - $245K
|
5.01K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
4.86KNew |
$224K - $238K
|
4.86K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.72K+ 3.4% |
$218K - $231K
|
144K
$6.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.63K+ 16.24% |
$214K - $226K
|
33.1K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.58KNew |
$211K - $224K
|
4.58K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.53KNew |
$209K - $222K
|
4.53K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.52K+ 111.1% |
$209K - $221K
|
8.59K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.5K+ 9.91% |
$208K - $220K
|
49.9K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.43K+ 16.56% |
$204K - $216K
|
31.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.23K+ 36.82% |
$195K - $207K
|
15.7K
$729K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.21KNew |
$195K - $206K
|
4.21K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.19KNew |
$194K - $205K
|
4.19K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.11K+ 41.46% |
$190K - $201K
|
14K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.54K+ 228.58% |
$164K - $173K
|
5.09K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.46K+ 6.48% |
$160K - $169K
|
56.9K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.33K+ 41.05% |
$154K - $163K
|
11.5K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.3K+ 56.68% |
$152K - $161K
|
9.12K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.2K+ 5.42% |
$148K - $156K
|
62.1K
$2.88M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3.17K+ 1.19% |
$147K - $155K
|
269K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.04K+ 8.39% |
$140K - $149K
|
39.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.02KNew |
$140K - $148K
|
3.02K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3K+ 26.18% |
$138K - $147K
|
14.4K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 13.97% |
$132K - $140K
|
23.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.79K+ 5.4% |
$129K - $136K
|
54.3K
$2.52M
|