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 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.2K+ 18.29% |
$141K - $154K
|
20.7K
$963K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14KNew |
$138K - $150K
|
3.14K
$146K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.96K+ 9262.5% |
$131K - $142K
|
3K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.88K+ 25.05% |
$127K - $138K
|
14.4K
$668K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 4.82% |
$126K - $137K
|
62.1K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 4.82% |
$126K - $137K
|
62.1K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.82K+ 11.42% |
$124K - $135K
|
27.5K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.76K+ 5.57% |
$122K - $132K
|
52.3K
$2.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.56K+ 4.56% |
$113K - $122K
|
58.6K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5K+ 6.53% |
$110K - $120K
|
40.8K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.5K+ 1.36% |
$110K - $120K
|
186K
$8.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
2.45K+ 21.42% |
$108K - $118K
|
13.9K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 23.41% |
$103K - $112K
|
12.3K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.31K+ 0.74% |
$102K - $111K
|
315K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.22K+ 20.38% |
$98.1K - $107K
|
13.1K
$610K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21K+ 14.1% |
$97.6K - $106K
|
17.9K
$832K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.02K+ 4.62% |
$88.9K - $96.6K
|
45.7K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.98K+ 78.12% |
$87.3K - $94.8K
|
4.51K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 26.41% |
$86.1K - $93.5K
|
9.34K
$434K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.76K+ 7.25% |
$77.6K - $84.3K
|
26K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 1536.7% |
$73.9K - $80.3K
|
1.78K
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 10.29% |
$73.7K - $80.1K
|
17.9K
$832K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.65K+ 11.34% |
$73K - $79.3K
|
16.2K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.65K+ 7.7% |
$72.6K - $78.8K
|
23K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 19.98% |
$70.5K - $76.6K
|
9.6K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 1.11% |
$63.8K - $69.3K
|
131K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.44K+ 15.6% |
$63.5K - $69K
|
10.7K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 12.02% |
$63.2K - $68.6K
|
13.3K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.4K+ 8.5% |
$61.8K - $67.1K
|
17.9K
$830K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.33K+ 8.73% |
$58.5K - $63.6K
|
16.5K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.26K+ 9.89% |
$55.5K - $60.3K
|
14K
$649K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.25K+ 6.93% |
$55K - $59.7K
|
19.2K
$893K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.23K+ 11.47% |
$54.3K - $59K
|
12K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.19K+ 6.58% |
$52.6K - $57.1K
|
19.3K
$896K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.13K+ 123.49% |
$49.6K - $53.9K
|
2.04K
$94.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11KNew |
$48.8K - $53K
|
1.11K
$51.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.05K+ 10.5% |
$46.5K - $50.5K
|
11.1K
$515K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
986+ 74.36% |
$43.5K - $47.3K
|
2.31K
$107K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
966+ 9.65% |
$42.6K - $46.3K
|
11K
$510K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
951+ 3.69% |
$42K - $45.6K
|
26.7K
$1.24M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
911New |
$40.2K - $43.7K
|
911
$42.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
833+ 5.57% |
$36.8K - $39.9K
|
15.8K
$733K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
809+ 7.27% |
$35.7K - $38.8K
|
11.9K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
806+ 55.32% |
$35.6K - $38.6K
|
2.26K
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
794New |
$35K - $38.1K
|
794
$36.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
725+ 9.18% |
$32K - $34.7K
|
8.63K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
715+ 3.18% |
$31.5K - $34.3K
|
23.2K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
690+ 15.3% |
$30.4K - $33.1K
|
5.2K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
662+ 27.48% |
$29.2K - $31.7K
|
3.07K
$143K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
660+ 4.25% |
$29.1K - $31.6K
|
16.2K
$752K
|