Purchases and Sales Made in Q4 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

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
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
633
+ 2.41%
$27.9K - $30.3K
26.9K $1.25M
Jan 05, 2024 Q4 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
577
+ 15.83%
$25.5K - $27.7K
4.22K $196K
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
566
+ 3.65%
$25K - $27.1K
16.1K $748K
Feb 13, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
561
+ 1.23%
$24.8K - $26.9K
46.3K $2.15M
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
559
+ 2.12%
$24.7K - $26.8K
26.9K $1.25M
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
522
+ 5.45%
$23K - $25K
10.1K $469K
Jan 31, 2024 Q4 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
480
+ 8.68%
$21.2K - $23K
6.01K $279K
Feb 02, 2024 Q4 2023
Spinnaker Trust

BUY
 -
469
+ 3.28%
$20.7K - $22.5K
14.8K $687K
Jan 19, 2024 Q4 2023
Benchmark Wealth Management, LLC

BUY
 -
466
+ 4.83%
$20.6K - $22.3K
10.1K $470K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
453
+ 4.29%
$20K - $21.7K
11K $512K
Jan 29, 2024 Q4 2023
Keystone Financial Services

BUY
 -
434
+ 7.79%
$19.1K - $20.8K
6K $279K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
417
New
$18.4K - $20K
417 $19.4K
Jan 29, 2024 Q4 2023
Horst & Graben Wealth Management LLC

BUY
 -
396
+ 0.67%
$17.5K - $19K
59.1K $2.75M
Jan 17, 2024 Q4 2023
Aprio Wealth Management, LLC

BUY
 -
394
+ 1.7%
$17.4K - $18.9K
23.5K $1.09M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
375
New
$16.5K - $18K
375 $17.4K
Feb 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
372
New
$16.4K - $17.8K
372 $17.3K
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
362
+ 2.04%
$16K - $17.4K
18.1K $842K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
347
+ 1.22%
$15.3K - $16.6K
28.7K $1.34M
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

BUY
 -
345
+ 2.37%
$15.2K - $16.5K
14.9K $691K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
344
+ 11.71%
$15.2K - $16.5K
3.28K $152K
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
327
+ 1.15%
$14.4K - $15.7K
28.7K $1.33M
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
304
+ 1.76%
$13.4K - $14.6K
17.6K $817K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
289
New
$12.8K - $13.9K
289 $13.4K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
281
+ 1.15%
$12.4K - $13.5K
24.6K $1.14M
Feb 07, 2024 Q4 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
275
+ 27500.0%
$12.1K - $13.2K
276 $12.8K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
235
+ 2.93%
$10.4K - $11.3K
8.26K $384K
Jan 17, 2024 Q4 2023
Brewster Financial Planning LLC

BUY
 -
221
+ 0.94%
$9.75K - $10.6K
23.8K $1.1M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
202
+ 17.72%
$8.91K - $9.68K
1.34K $62.3K
Feb 13, 2024 Q4 2023
Wescott Financial Advisory Group, LLC

BUY
 -
187
+ 1.25%
$8.25K - $8.96K
15.2K $706K
Feb 14, 2024 Q4 2023
Gould Capital, LLC

BUY
 -
150
+ 15.05%
$6.62K - $7.19K
1.15K $53.3K
Jan 18, 2024 Q4 2023
Sage Financial Group Inc

BUY
 -
135
+ 2.76%
$5.96K - $6.47K
5.03K $234K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
124
+ 1.23%
$5.47K - $5.94K
10.2K $476K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
103
New
$4.54K - $4.94K
103 $4.79K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
103
+ 0.92%
$4.54K - $4.94K
11.3K $523K
Feb 08, 2024 Q4 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
97
+ 0.94%
$4.28K - $4.65K
10.4K $482K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
96
+ 2.26%
$4.24K - $4.6K
4.35K $202K
Jan 31, 2024 Q4 2023
Dt Investment Partners, LLC

BUY
 -
94
+ 45.63%
$4.15K - $4.51K
300 $13.9K
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
84
+ 0.83%
$3.71K - $4.03K
10.3K $477K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
79
+ 1.2%
$3.49K - $3.79K
6.65K $309K
Feb 06, 2024 Q4 2023
Blue Barn Wealth, LLC

BUY
 -
78
+ 0.93%
$3.44K - $3.74K
8.47K $394K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
73
+ 331.82%
$3.22K - $3.5K
95 $4.41K
Jan 18, 2024 Q4 2023
Gen Trust, LLC

BUY
 -
63
+ 0.3%
$2.78K - $3.02K
20.9K $973K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
60
+ 4.08%
$2.65K - $2.88K
1.53K $71.1K
Jan 10, 2024 Q4 2023
Long Run Wealth Advisors, LLC

BUY
 -
58
+ 0.14%
$2.56K - $2.78K
40.3K $1.87M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
52
New
$2.29K - $2.49K
52 $2.42K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
50
+ 23.81%
$2.21K - $2.4K
260 $12.1K
Jan 24, 2024 Q4 2023
Proffitt & Goodson Inc

BUY
 -
46
+ 17.36%
$2.03K - $2.2K
311 $14.4K
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
44
+ 0.66%
$1.94K - $2.11K
6.69K $311K
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

BUY
 -
38
+ 0.26%
$1.68K - $1.82K
14.6K $678K

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