Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$489K - $521K
|
10.8K
$504K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.4K+ 62.91% |
$468K - $498K
|
26.9K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.2K+ 26.66% |
$460K - $489K
|
48.4K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$455K - $484K
|
10.1K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.99KNew |
$451K - $480K
|
9.99K
$464K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.95K+ 44.06% |
$449K - $478K
|
32.5K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.86KNew |
$445K - $474K
|
9.86K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.8K+ 29.82% |
$442K - $471K
|
42.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9.32KNew |
$421K - $448K
|
9.32K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$411K - $437K
|
9.1K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
8.7KNew |
$392K - $418K
|
8.7K
$404K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.65K+ 11.25% |
$390K - $416K
|
85.6K
$3.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.83KNew |
$353K - $376K
|
7.83K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.66K+ 7.98% |
$345K - $368K
|
104K
$4.81M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.59K+ 56.66% |
$342K - $365K
|
21K
$975K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.58KNew |
$342K - $364K
|
7.58K
$352K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.38K+ 22.27% |
$333K - $355K
|
40.5K
$1.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
7K+ 4.25% |
$316K - $336K
|
172K
$7.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
6.91KNew |
$312K - $332K
|
6.91K
$321K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.78K+ 295.21% |
$306K - $325K
|
9.07K
$421K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.4K+ 13.55% |
$289K - $307K
|
53.6K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.96K+ 38.23% |
$269K - $286K
|
21.6K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.92KNew |
$267K - $284K
|
5.92K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.6K+ 112.3% |
$253K - $269K
|
10.6K
$492K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.24K+ 11.54% |
$237K - $252K
|
50.7K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.19K+ 15.14% |
$234K - $250K
|
39.5K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
5.08KNew |
$229K - $244K
|
5.08K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.06K+ 0.92% |
$228K - $243K
|
553K
$25.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
5KNew |
$226K - $240K
|
5K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.96KNew |
$224K - $238K
|
4.96K
$230K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.94K+ 5.36% |
$223K - $237K
|
97.1K
$4.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.89K+ 309.36% |
$221K - $235K
|
6.48K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.69K+ 15.6% |
$212K - $225K
|
34.8K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.64KNew |
$209K - $223K
|
4.64K
$215K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.6K+ 51.6% |
$207K - $221K
|
13.5K
$627K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 2080.19% |
$199K - $212K
|
4.62K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.39K+ 24.7% |
$198K - $211K
|
22.2K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.37K+ 87.88% |
$197K - $210K
|
9.35K
$434K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.1K+ 12.31% |
$185K - $197K
|
37.4K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.07K+ 393.24% |
$184K - $196K
|
5.11K
$237K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.33K+ 74.46% |
$150K - $160K
|
7.81K
$363K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.22K+ 10.97% |
$145K - $155K
|
32.5K
$1.51M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.77K+ 46.91% |
$125K - $133K
|
8.66K
$402K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.72K+ 1.77% |
$123K - $131K
|
156K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.7KNew |
$122K - $130K
|
2.7K
$126K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$113K - $121K
|
2.51K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.5K+ 21.04% |
$113K - $120K
|
14.4K
$668K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.33K+ 31.79% |
$105K - $112K
|
9.66K
$449K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.03KNew |
$91.6K - $97.5K
|
2.03K
$94.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.96K+ 9.34% |
$88.3K - $94K
|
22.9K
$1.06M
|