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 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.1K+ 29.76% |
$621K - $675K
|
61.4K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
14.1KNew |
$620K - $674K
|
14.1K
$653K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
13.9KNew |
$613K - $665K
|
13.9K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
13.8KNew |
$610K - $663K
|
13.8K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.1K+ 10.07% |
$578K - $628K
|
143K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
12.7K+ 3.21% |
$560K - $609K
|
408K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.7K+ 40.34% |
$559K - $607K
|
44K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 17.07% |
$497K - $540K
|
77.3K
$3.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 3.6% |
$456K - $496K
|
297K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10K+ 76.25% |
$441K - $479K
|
23.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26K+ 6.25% |
$409K - $444K
|
157K
$7.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
9.16K+ 5.35% |
$404K - $439K
|
180K
$8.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
8.96K+ 22.03% |
$395K - $430K
|
49.6K
$2.31M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
8.83K+ 4.87% |
$390K - $423K
|
190K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.63K+ 63.69% |
$381K - $414K
|
22.2K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 12.27% |
$363K - $394K
|
75.3K
$3.5M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.79KNew |
$343K - $373K
|
7.79K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.73KNew |
$341K - $371K
|
7.73K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$305K - $332K
|
6.92K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.35KNew |
$280K - $304K
|
6.35K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
5.89K+ 146.53% |
$260K - $282K
|
9.9K
$460K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.78K+ 11.48% |
$255K - $277K
|
56.1K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$252K - $274K
|
5.72K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.55K+ 22.16% |
$245K - $266K
|
30.6K
$1.42M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
5.55KNew |
$245K - $266K
|
5.55K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.35K+ 84.24% |
$236K - $257K
|
11.7K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.15K+ 113.53% |
$227K - $247K
|
9.68K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.95K+ 28.39% |
$218K - $237K
|
22.4K
$1.04M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.9KNew |
$216K - $235K
|
4.9K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.67KNew |
$206K - $224K
|
4.67K
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.64K+ 4.51% |
$205K - $222K
|
107K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.58K+ 10.95% |
$202K - $220K
|
46.4K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.56KNew |
$201K - $219K
|
4.56K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.56KNew |
$201K - $219K
|
4.56K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.54K+ 64.56% |
$200K - $218K
|
11.6K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.5KNew |
$199K - $216K
|
4.5K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.47KNew |
$197K - $214K
|
4.47K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.42KNew |
$195K - $212K
|
4.42K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.38KNew |
$193K - $210K
|
4.38K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$192K - $208K
|
4.35K
$202K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.3KNew |
$190K - $206K
|
4.3K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.25KNew |
$188K - $204K
|
4.25K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
4.25KNew |
$187K - $203K
|
4.25K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.13K+ 11.93% |
$182K - $198K
|
38.7K
$1.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
4.05K+ 6.4% |
$179K - $194K
|
67.2K
$3.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
3.97K+ 8.0% |
$175K - $190K
|
53.6K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$175K - $190K
|
3.97K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.81K+ 212.74% |
$168K - $182K
|
5.6K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.79K+ 76.1% |
$167K - $182K
|
8.78K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.56K+ 7.67% |
$157K - $171K
|
50K
$2.32M
|