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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 0.57% |
$1.73K - $1.79K
|
6.58K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.12% |
$1.36K - $1.4K
|
24.7K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29+ 0.63% |
$1.36K - $1.4K
|
4.63K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 2.08% |
$703 - $724
|
737
$35.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8+ 0.62% |
$375 - $386
|
1.3K
$62.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6+ 0.13% |
$281 - $290
|
4.71K
$228K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.11% |
$234 - $241
|
456
$22.1K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
3+ 0.35% |
$141 - $145
|
859
$41.6K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.17% |
$93.7 - $96.5
|
173
$8.38K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.38% |
$93.7 - $96.5
|
147
$7.12K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 4.35% |
$93.7 - $96.5
|
48
$2.32K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$46.9 - $48.3
|
730
$35.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.01% |
$46.9 - $48.3
|
16K
$777K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$46.9 - $48.3
|
5.44K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2- 0.01% |
$93.7 - $96.5
|
16.1K
$780K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 0.04% |
$141 - $145
|
8.29K
$401K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 20.63% |
$609 - $628
|
50
$2.42K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-34- 0.35% |
$1.59K - $1.64K
|
9.68K
$469K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 10.89% |
$2.81K - $2.9K
|
491
$23.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.5% |
$3.14K - $3.23K
|
13.2K
$640K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-95- 1.67% |
$4.45K - $4.59K
|
5.6K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-105- 0.52% |
$4.92K - $5.07K
|
20K
$968K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-190- 0.52% |
$8.9K - $9.17K
|
36.4K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-196- 2.28% |
$9.18K - $9.46K
|
8.39K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-196- 3.2% |
$9.18K - $9.46K
|
5.94K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-220- 3.45% |
$10.3K - $10.6K
|
6.15K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-310- 1.44% |
$14.5K - $15K
|
21.2K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-319- 4.11% |
$14.9K - $15.4K
|
7.45K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-345- 2.01% |
$16.2K - $16.7K
|
16.8K
$812K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-347- 2.04% |
$16.3K - $16.7K
|
16.6K
$805K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-373- 3.99% |
$17.5K - $18K
|
8.98K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-376- 0.69% |
$17.6K - $18.1K
|
54.3K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-482- 66.21% |
$22.6K - $23.3K
|
246
$11.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-553- 0.76% |
$25.9K - $26.7K
|
71.9K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-599- 35.13% |
$28.1K - $28.9K
|
1.11K
$53.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-638- 0.87% |
$29.9K - $30.8K
|
72.5K
$3.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-643- 12.07% |
$30.1K - $31K
|
4.69K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-691- 7.13% |
$32.4K - $33.4K
|
9K
$436K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-794- 5.5% |
$37.2K - $38.3K
|
13.6K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-825- 15.15% |
$38.7K - $39.8K
|
4.62K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-902- 0.84% |
$42.3K - $43.5K
|
106K
$5.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-987- 3.18% |
$46.3K - $47.6K
|
30.1K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.48K- 14.95% |
$69.5K - $71.6K
|
8.43K
$408K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 3.88% |
$70.3K - $72.4K
|
37.1K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.78K- 2.11% |
$83.2K - $85.7K
|
82.5K
$3.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.86K- 24.38% |
$87.3K - $89.9K
|
5.78K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.15K- 2.48% |
$101K - $104K
|
84.9K
$4.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.85K- 16.15% |
$133K - $137K
|
14.8K
$715K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.98K- 7.91% |
$140K - $144K
|
34.7K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.62K- 22.23% |
$170K - $175K
|
12.7K
$614K
|