Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.13M+ 7.41% |
$49.9M - $54.2M
|
16.4M
$762M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
822KNew |
$36.3M - $39.4M
|
822K
$38.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
536K+ 9.86% |
$23.6M - $25.7M
|
5.97M
$277M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
345K+ 3.77% |
$15.2M - $16.5M
|
9.5M
$441M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
261K+ 216.92% |
$11.5M - $12.5M
|
381K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
248K+ 92.24% |
$10.9M - $11.9M
|
516K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
194K+ 24.1% |
$8.55M - $9.29M
|
998K
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
192K+ 20.82% |
$8.48M - $9.21M
|
1.12M
$51.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
183KNew |
$8.07M - $8.77M
|
183K
$8.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
178KNew |
$7.84M - $8.51M
|
178K
$8.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
129KNew |
$5.67M - $6.16M
|
129K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 13.58% |
$5.31M - $5.76M
|
1.01M
$46.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
108K+ 65.34% |
$4.76M - $5.18M
|
273K
$12.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.3K+ 14.22% |
$3.67M - $3.99M
|
669K
$31.1M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
78.5KNew |
$3.46M - $3.76M
|
78.5K
$3.65M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
72.8K+ 354.99% |
$3.21M - $3.49M
|
93.3K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70.1K+ 61.0% |
$3.09M - $3.36M
|
185K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.6K+ 2.85% |
$2.63M - $2.86M
|
2.15M
$99.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
56.5KNew |
$2.49M - $2.71M
|
56.5K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
55KNew |
$2.42M - $2.63M
|
55K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 16.18% |
$2.41M - $2.62M
|
393K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.4K+ 46.94% |
$2.27M - $2.46M
|
161K
$7.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
50.4KNew |
$2.22M - $2.41M
|
50.4K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
49.2KNew |
$2.17M - $2.36M
|
49.2K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
47K+ 9.23% |
$2.07M - $2.25M
|
556K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
45.7KNew |
$2.01M - $2.19M
|
45.7K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.3K+ 13.49% |
$2M - $2.17M
|
381K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45KNew |
$1.98M - $2.16M
|
45K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43.8K+ 422.64% |
$1.93M - $2.1M
|
54.1K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.8K+ 18.59% |
$1.8M - $1.95M
|
260K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
39.5K+ 490.04% |
$1.74M - $1.89M
|
47.6K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
36.4K+ 729.68% |
$1.61M - $1.75M
|
41.4K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36K+ 60.5% |
$1.59M - $1.73M
|
95.6K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.3K+ 109.59% |
$1.43M - $1.55M
|
61.8K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
30.6K+ 367.92% |
$1.35M - $1.47M
|
38.9K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
28.3K+ 11.58% |
$1.25M - $1.36M
|
273K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
27.2K+ 4.74% |
$1.2M - $1.31M
|
603K
$28M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
27K+ 9.79% |
$1.19M - $1.3M
|
303K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
26.7KNew |
$1.18M - $1.28M
|
26.7K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.3KNew |
$1.12M - $1.21M
|
25.3K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
20.6K+ 46.31% |
$907K - $985K
|
65K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
20.5K+ 14.95% |
$904K - $982K
|
157K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20KNew |
$882K - $958K
|
20K
$929K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
19.9K+ 38.64% |
$879K - $955K
|
71.5K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.4K+ 5.26% |
$725K - $787K
|
329K
$15.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.2K+ 12.43% |
$717K - $778K
|
147K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$710K - $771K
|
16.1K
$747K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
16KNew |
$707K - $768K
|
16K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.5K+ 98.15% |
$682K - $741K
|
31.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.4KNew |
$637K - $692K
|
14.4K
$671K
|