Purchases and Sales Made in Q3 2025 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 2025. 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 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
240K+ 126.57% |
$11.2M - $11.6M
|
429K
$20.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68K+ 10.1% |
$3.18M - $3.28M
|
741K
$35.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.54M - $1.59M
|
32.9K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.1K+ 32.59% |
$894K - $921K
|
77.7K
$3.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 3.02% |
$743K - $765K
|
540K
$26.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 7.99% |
$733K - $755K
|
211K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 9.42% |
$699K - $720K
|
173K
$8.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
14.8KNew |
$694K - $715K
|
14.8K
$717K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 61.7% |
$682K - $703K
|
38.2K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.3K+ 11.66% |
$625K - $644K
|
128K
$6.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.2K+ 88.92% |
$480K - $494K
|
21.8K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 1.64% |
$442K - $455K
|
586K
$28.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9.12K+ 42.37% |
$427K - $440K
|
30.6K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.66K+ 3.65% |
$406K - $418K
|
246K
$11.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.5K+ 4.3% |
$398K - $410K
|
206K
$9.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.16K+ 3.94% |
$382K - $394K
|
215K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.09KNew |
$332K - $342K
|
7.09K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.84KNew |
$320K - $330K
|
6.84K
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.32K+ 31.26% |
$296K - $305K
|
26.5K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.27K+ 31.89% |
$294K - $303K
|
26K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 38.72% |
$262K - $270K
|
20K
$970K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.48KNew |
$257K - $264K
|
5.48K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.91K+ 18.15% |
$230K - $237K
|
31.9K
$1.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.79K+ 89.87% |
$224K - $231K
|
10.1K
$490K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 6.72% |
$222K - $229K
|
75.3K
$3.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.72KNew |
$221K - $228K
|
4.72K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.7K+ 4.54% |
$220K - $227K
|
108K
$5.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.62KNew |
$216K - $223K
|
4.62K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.53K+ 13.59% |
$212K - $219K
|
37.9K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.43KNew |
$208K - $214K
|
4.43K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.36KNew |
$204K - $210K
|
4.36K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$197K - $203K
|
4.2K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 6.15% |
$184K - $190K
|
67.8K
$3.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.9K+ 8.12% |
$183K - $188K
|
51.9K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.85KNew |
$181K - $186K
|
3.85K
$187K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.76K+ 5.56% |
$176K - $181K
|
71.4K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.54K+ 9.71% |
$166K - $171K
|
39.9K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.3K+ 15.25% |
$154K - $159K
|
24.9K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.91KNew |
$136K - $140K
|
2.91K
$141K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.73K+ 5.17% |
$128K - $132K
|
55.5K
$2.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.69% |
$110K - $113K
|
32.9K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.34K+ 5.99% |
$110K - $113K
|
41.4K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.22K+ 6.63% |
$104K - $107K
|
35.7K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2KNew |
$93.7K - $96.5K
|
2K
$96.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.81K+ 8.03% |
$84.6K - $87.2K
|
24.3K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.76K+ 4.31% |
$82.6K - $85.1K
|
42.6K
$2.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.73K+ 1.25% |
$81K - $83.4K
|
140K
$6.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.67K+ 11.53% |
$78.2K - $80.5K
|
16.1K
$781K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.33K+ 2.0% |
$62.2K - $64.1K
|
67.6K
$3.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 2.16% |
$59.3K - $61.1K
|
59.9K
$2.9M
|