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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
37New |
$1.63K - $1.77K
|
37
$1.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
32New |
$1.41K - $1.53K
|
32
$1.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 2.2% |
$1.37K - $1.49K
|
1.44K
$66.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1.28K - $1.39K
|
29
$1.35K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
25+ 0.52% |
$1.1K - $1.2K
|
4.84K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 1.66% |
$838 - $911
|
1.16K
$54.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14+ 77.78% |
$618 - $671
|
32
$1.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13+ 0.58% |
$574 - $623
|
2.24K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 1.23% |
$441 - $479
|
823
$38.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.19% |
$441 - $479
|
5.33K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.08% |
$221 - $240
|
468
$21.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 5.88% |
$132 - $144
|
54
$2.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.0% |
$44.1 - $47.9
|
20.9K
$971K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-9- 0.07% |
$397 - $431
|
12.6K
$588K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 2.34% |
$485 - $527
|
459
$21.3K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-31- 21.68% |
$1.37K - $1.49K
|
112
$5.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-32- 9.94% |
$1.41K - $1.53K
|
290
$13.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.59% |
$1.81K - $1.97K
|
6.96K
$323K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-45- 29.41% |
$1.99K - $2.16K
|
108
$5.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-45- 1.26% |
$1.99K - $2.16K
|
3.54K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-45- 3.24% |
$1.99K - $2.16K
|
1.34K
$62.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 4.59% |
$2.87K - $3.12K
|
1.35K
$62.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-100- 16.67% |
$4.41K - $4.79K
|
500
$23.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-113- 2.69% |
$4.99K - $5.42K
|
4.09K
$190K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-127- 2.28% |
$5.6K - $6.09K
|
5.46K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-172- 0.86% |
$7.59K - $8.24K
|
19.7K
$916K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.01% |
$8.21K - $8.91K
|
18.2K
$843K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-189- 0.34% |
$8.34K - $9.06K
|
55K
$2.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-215- 0.03% |
$9.49K - $10.3K
|
614K
$28.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-251- 2.29% |
$11.1K - $12K
|
10.7K
$498K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-292- 0.63% |
$12.9K - $14K
|
46.3K
$2.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-303- 1.43% |
$13.4K - $14.5K
|
20.8K
$969K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-329- 5.29% |
$14.5K - $15.8K
|
5.89K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-374- 2.75% |
$16.5K - $17.9K
|
13.2K
$615K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-380- 5.27% |
$16.8K - $18.2K
|
6.84K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-390- 5.99% |
$17.2K - $18.7K
|
6.12K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-414- 8.24% |
$18.3K - $19.8K
|
4.61K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-436- 58.21% |
$19.2K - $20.9K
|
313
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-447- 7.52% |
$19.7K - $21.4K
|
5.5K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-474- 7.82% |
$20.9K - $22.7K
|
5.59K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-521- 5.38% |
$23K - $25K
|
9.16K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-566- 11.5% |
$25K - $27.1K
|
4.36K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-643- 2.11% |
$28.4K - $30.8K
|
29.8K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-690- 2.28% |
$30.4K - $33.1K
|
29.5K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-700- 2.06% |
$30.9K - $33.6K
|
33.3K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-735- 0.65% |
$32.4K - $35.2K
|
112K
$5.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-735- 8.02% |
$32.4K - $35.2K
|
8.43K
$391K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-743- 8.12% |
$32.8K - $35.6K
|
8.41K
$391K
|