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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 21.85% |
$86.9K - $92.6K
|
10.7K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1.87K+ 7.06% |
$84.5K - $89.9K
|
28.4K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.67K+ 207.45% |
$75.4K - $80.2K
|
2.48K
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65KNew |
$74.6K - $79.4K
|
1.65K
$76.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.65K+ 11.88% |
$74.6K - $79.4K
|
15.6K
$723K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.6K+ 4.3% |
$72.2K - $76.9K
|
38.8K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.47K+ 3.09% |
$66.3K - $70.6K
|
49K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.46K+ 2.69% |
$66.1K - $70.3K
|
55.9K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.44KNew |
$64.8K - $69K
|
1.44K
$66.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.29KNew |
$58K - $61.7K
|
1.29K
$59.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13KNew |
$50.8K - $54.1K
|
1.13K
$52.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.12K+ 1.69% |
$50.6K - $53.9K
|
67.6K
$3.14M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 93.23% |
$45.4K - $48.3K
|
2.09K
$96.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$45.1K - $48K
|
1K
$46.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
977+ 6.53% |
$44.1K - $46.9K
|
15.9K
$741K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
903+ 4.27% |
$40.7K - $43.4K
|
22.1K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
873+ 556.05% |
$39.4K - $41.9K
|
1.03K
$47.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
827+ 0.66% |
$37.3K - $39.7K
|
127K
$5.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
793+ 3.11% |
$35.8K - $38.1K
|
26.3K
$1.22M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
766+ 9.23% |
$34.6K - $36.8K
|
9.06K
$421K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
749New |
$33.8K - $36K
|
749
$34.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
749New |
$33.8K - $36K
|
749
$34.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
714+ 14.56% |
$32.2K - $34.3K
|
5.62K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
692New |
$31.2K - $33.2K
|
692
$32.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
631+ 1.81% |
$28.5K - $30.3K
|
35.4K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
554+ 6.06% |
$25K - $26.6K
|
9.69K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
545+ 0.22% |
$24.6K - $26.2K
|
252K
$11.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
525+ 6.79% |
$23.7K - $25.2K
|
8.26K
$384K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
524+ 8.55% |
$23.6K - $25.2K
|
6.65K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
508New |
$22.9K - $24.4K
|
508
$23.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
500+ 7.75% |
$22.6K - $24K
|
6.95K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
474+ 4.62% |
$21.4K - $22.8K
|
10.7K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
444+ 20.29% |
$20K - $21.3K
|
2.63K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
443+ 2.84% |
$20K - $21.3K
|
16K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
411+ 0.88% |
$18.5K - $19.7K
|
47.3K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
377+ 7.32% |
$17K - $18.1K
|
5.53K
$257K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
330New |
$14.9K - $15.9K
|
330
$15.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
326+ 2.54% |
$14.7K - $15.7K
|
13.2K
$612K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
311New |
$14K - $14.9K
|
311
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
296+ 2.92% |
$13.4K - $14.2K
|
10.4K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
276New |
$12.5K - $13.3K
|
276
$12.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
260+ 5.95% |
$11.7K - $12.5K
|
4.63K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
250+ 71.43% |
$11.3K - $12K
|
600
$27.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
213+ 1.75% |
$9.61K - $10.2K
|
12.4K
$576K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 4.36% |
$9.02K - $9.61K
|
4.79K
$223K
|
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
200+ 4.0% |
$9.02K - $9.61K
|
5.19K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
174+ 0.25% |
$7.85K - $8.36K
|
70.8K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
150+ 0.88% |
$6.77K - $7.21K
|
17.2K
$797K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
142New |
$6.41K - $6.82K
|
142
$6.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
115+ 0.67% |
$5.19K - $5.52K
|
17.2K
$797K
|