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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83New |
$3.83K - $4.06K
|
83
$3.85K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
82+ 1.48% |
$3.79K - $4.01K
|
5.62K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
80+ 0.98% |
$3.69K - $3.91K
|
8.21K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
70+ 1.62% |
$3.23K - $3.42K
|
4.38K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
69New |
$3.19K - $3.38K
|
69
$3.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64New |
$2.96K - $3.13K
|
64
$2.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 0.99% |
$2.86K - $3.03K
|
6.32K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 0.88% |
$2.77K - $2.94K
|
6.89K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
56+ 0.99% |
$2.59K - $2.74K
|
5.72K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
53+ 0.22% |
$2.45K - $2.59K
|
23.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$2.4K - $2.54K
|
52
$2.41K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 0.5% |
$2.17K - $2.3K
|
9.54K
$443K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
46+ 3.92% |
$2.12K - $2.25K
|
1.22K
$56.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$2.03K - $2.15K
|
14.3K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.45% |
$1.57K - $1.66K
|
7.61K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
29+ 0.2% |
$1.34K - $1.42K
|
14.3K
$663K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 0.96% |
$785 - $832
|
1.79K
$82.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
13+ 3.33% |
$600 - $636
|
403
$18.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 1.22% |
$462 - $489
|
827
$38.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 1.81% |
$462 - $489
|
564
$26.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.96% |
$369 - $391
|
844
$39.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$231 - $245
|
6.79K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.84% |
$185 - $196
|
480
$22.3K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$92.4 - $97.8
|
4.54K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.0% |
$92.4 - $97.8
|
203
$9.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.0% |
$92.4 - $97.8
|
98.1K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 0.4% |
$185 - $196
|
997
$46.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5- 0.04% |
$231 - $245
|
12.9K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 5.36% |
$416 - $440
|
159
$7.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.95% |
$739 - $783
|
1.67K
$77.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 2.98% |
$1.02K - $1.08K
|
716
$33.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28- 0.54% |
$1.29K - $1.37K
|
5.12K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-42- 3.51% |
$1.94K - $2.05K
|
1.16K
$53.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.31% |
$2.4K - $2.54K
|
16.5K
$765K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-63- 0.67% |
$2.91K - $3.08K
|
9.31K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.83% |
$3K - $3.18K
|
7.79K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-70- 1.28% |
$3.23K - $3.42K
|
5.4K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-82- 1.34% |
$3.79K - $4.01K
|
6.02K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-85- 64.89% |
$3.93K - $4.16K
|
46
$2.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-108- 2.2% |
$4.99K - $5.28K
|
4.8K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-118- 0.65% |
$5.45K - $5.77K
|
18K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-124- 10.72% |
$5.73K - $6.07K
|
1.03K
$48K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-125- 1.81% |
$5.77K - $6.12K
|
6.77K
$314K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.3% |
$5.77K - $6.12K
|
3.66K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-138- 2.57% |
$6.37K - $6.75K
|
5.23K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-143- 0.56% |
$6.6K - $7K
|
25.5K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-190- 2.24% |
$8.77K - $9.29K
|
8.3K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-192- 71.38% |
$8.87K - $9.39K
|
77
$3.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-198- 1.05% |
$9.14K - $9.69K
|
18.7K
$870K
|