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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.54K+ 2.83% |
$71.9K - $74.1K
|
55.8K
$2.7M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 13.57% |
$58.2K - $60K
|
10.4K
$504K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.23K+ 7.48% |
$57.5K - $59.2K
|
17.6K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.12K+ 42.81% |
$52.4K - $54K
|
3.73K
$181K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.07K+ 4.73% |
$50K - $51.5K
|
23.6K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.05K+ 2.67% |
$49.4K - $50.9K
|
40.5K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 3.1% |
$48.4K - $49.8K
|
34.3K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
824+ 5.45% |
$38.6K - $39.8K
|
15.9K
$772K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
779+ 51.18% |
$36.5K - $37.6K
|
2.3K
$111K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
662+ 1.99% |
$31K - $32K
|
33.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 6.25% |
$30.9K - $31.8K
|
11.2K
$543K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
645+ 2.7% |
$30.2K - $31.1K
|
24.5K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
634+ 5.49% |
$29.7K - $30.6K
|
12.2K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
631+ 0.96% |
$29.6K - $30.5K
|
66.5K
$3.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
581+ 1.38% |
$27.2K - $28K
|
42.6K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
568+ 11.34% |
$26.6K - $27.4K
|
5.58K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
488+ 2.89% |
$22.9K - $23.6K
|
17.4K
$842K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
466+ 4.63% |
$21.8K - $22.5K
|
10.5K
$510K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
423+ 6.29% |
$19.8K - $20.4K
|
7.15K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
417+ 7.26% |
$19.5K - $20.1K
|
6.16K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
412+ 2.39% |
$19.3K - $19.9K
|
17.7K
$855K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
408+ 4.8% |
$19.1K - $19.7K
|
8.91K
$431K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
378New |
$17.7K - $18.2K
|
378
$18.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
341+ 6.87% |
$16K - $16.5K
|
5.3K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
281+ 6.04% |
$13.2K - $13.6K
|
4.94K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
239+ 12.68% |
$11.2K - $11.5K
|
2.12K
$103K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
233+ 3.11% |
$10.9K - $11.2K
|
7.72K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
227+ 0.95% |
$10.6K - $11K
|
24.2K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
214+ 1.84% |
$10K - $10.3K
|
11.9K
$574K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
187+ 1.72% |
$8.76K - $9.03K
|
11.1K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
168+ 2.43% |
$7.87K - $8.11K
|
7.08K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
156+ 1.01% |
$7.31K - $7.53K
|
15.7K
$758K
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
148+ 0.34% |
$6.94K - $7.14K
|
43.4K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
140+ 1.81% |
$6.56K - $6.76K
|
7.88K
$381K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
130+ 2.72% |
$6.09K - $6.28K
|
4.9K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
127+ 2.44% |
$5.95K - $6.13K
|
5.34K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
119New |
$5.58K - $5.74K
|
119
$5.76K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
118+ 2.12% |
$5.53K - $5.7K
|
5.68K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
116+ 13.17% |
$5.44K - $5.6K
|
997
$48.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
74+ 1.45% |
$3.47K - $3.57K
|
5.17K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
62New |
$2.91K - $2.99K
|
62
$3K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59+ 1.01% |
$2.76K - $2.85K
|
5.93K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
59+ 0.63% |
$2.76K - $2.85K
|
9.44K
$457K
|