Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12K+ 50.14% |
$652K - $663K
|
35.8K
$1.7M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.5KNew |
$630K - $640K
|
11.5K
$548K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 22.14% |
$619K - $629K
|
62.6K
$2.97M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.3KNew |
$618K - $628K
|
11.3K
$538K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11.1K+ 56.97% |
$605K - $615K
|
30.5K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.9KNew |
$594K - $604K
|
10.9K
$517K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7K+ 26.79% |
$585K - $594K
|
50.7K
$2.41M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.5KNew |
$573K - $582K
|
10.5K
$498K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$563K - $572K
|
10.3K
$489K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
9.69K+ 228.64% |
$528K - $537K
|
13.9K
$661K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.24K+ 21.5% |
$504K - $513K
|
52.2K
$2.48M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
9.11KNew |
$497K - $505K
|
9.11K
$432K
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.79K+ 1712.87% |
$479K - $487K
|
9.3K
$441K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8.23KNew |
$449K - $457K
|
8.23K
$391K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.91KNew |
$432K - $439K
|
7.91K
$375K
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.72KNew |
$421K - $428K
|
7.72K
$366K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
7.34K+ 28.64% |
$401K - $407K
|
33K
$1.57M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
7.1KNew |
$387K - $394K
|
7.1K
$337K
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.98KNew |
$381K - $387K
|
6.98K
$331K
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
6.15KNew |
$336K - $341K
|
6.15K
$292K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.11K+ 270.06% |
$333K - $339K
|
8.37K
$397K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.01KNew |
$328K - $333K
|
6.01K
$285K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.82K+ 123.76% |
$318K - $323K
|
10.5K
$500K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
5.81KNew |
$317K - $322K
|
5.81K
$276K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.77KNew |
$315K - $320K
|
5.77K
$274K
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.74K+ 74.84% |
$313K - $318K
|
13.4K
$636K
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.65KNew |
$308K - $313K
|
5.65K
$268K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.65K+ 21.18% |
$308K - $313K
|
32.3K
$1.53M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.55KNew |
$303K - $308K
|
5.55K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49KNew |
$300K - $305K
|
5.49K
$261K
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.45KNew |
$297K - $302K
|
5.45K
$259K
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
5.25K+ 56.86% |
$286K - $291K
|
14.5K
$687K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.09K+ 6.21% |
$277K - $282K
|
87K
$4.13M
|
|
Jan 24, 2022
Q4 2021
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.99KNew |
$272K - $277K
|
4.99K
$237K
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$262K - $266K
|
4.8K
$228K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 10.41% |
$256K - $260K
|
49.7K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.58K+ 15.75% |
$250K - $254K
|
33.6K
$1.6M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.57KNew |
$249K - $253K
|
4.57K
$217K
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
4.39KNew |
$239K - $243K
|
4.39K
$208K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.99KNew |
$218K - $221K
|
3.99K
$189K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.97K+ 10.88% |
$217K - $220K
|
40.5K
$1.92M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.92KNew |
$214K - $217K
|
3.92K
$186K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.89K+ 51.37% |
$212K - $216K
|
11.5K
$544K
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.82KNew |
$208K - $212K
|
3.82K
$181K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.76KNew |
$205K - $209K
|
3.76K
$178K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.7KNew |
$202K - $205K
|
3.7K
$176K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.46KNew |
$189K - $192K
|
3.46K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.45K+ 502.03% |
$188K - $192K
|
4.14K
$197K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.45K+ 73.66% |
$188K - $191K
|
8.12K
$385K
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
3.33K+ 64.46% |
$182K - $185K
|
8.51K
$404K
|