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
|
Advisory Services Network, LLC
|
SELL
|
- |
-760- 2.01% |
$33.5K - $36.4K
|
37K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-772- 1.79% |
$34.1K - $37K
|
42.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-790- 11.13% |
$34.9K - $37.9K
|
6.31K
$293K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-897- 4.1% |
$39.6K - $43K
|
21K
$975K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-907- 0.7% |
$40K - $43.5K
|
130K
$6.02M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-923- 15.66% |
$40.7K - $44.2K
|
4.97K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-944- 1.18% |
$41.6K - $45.2K
|
78.9K
$3.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.01K- 18.75% |
$44.6K - $48.5K
|
4.38K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 24.93% |
$45.3K - $49.2K
|
3.09K
$144K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 31.16% |
$50.5K - $54.9K
|
2.53K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.15K- 5.5% |
$50.5K - $54.9K
|
19.7K
$914K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.16K- 13.7% |
$51K - $55.4K
|
7.28K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.17K- 21.54% |
$51.5K - $56K
|
4.26K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.17K- 5.09% |
$51.6K - $56K
|
21.8K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2K- 15.98% |
$52.9K - $57.5K
|
6.31K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.31K- 17.71% |
$57.8K - $62.8K
|
6.09K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.35K- 6.08% |
$59.6K - $64.8K
|
20.9K
$969K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.39K- 19.43% |
$61.5K - $66.8K
|
5.78K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.48K- 2.66% |
$65.1K - $70.7K
|
54K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.53K- 17.41% |
$67.4K - $73.2K
|
7.24K
$337K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.6K- 19.64% |
$70.4K - $76.4K
|
6.53K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.6K- 20.02% |
$70.6K - $76.7K
|
6.39K
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.69K- 15.9% |
$74.3K - $80.8K
|
8.91K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 11.69% |
$74.6K - $81K
|
12.8K
$593K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.85K- 15.33% |
$81.5K - $88.6K
|
10.2K
$474K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.9K- 19.74% |
$83.9K - $91.2K
|
7.73K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 12.58% |
$84.1K - $91.4K
|
13.3K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.48K- 8.29% |
$110K - $119K
|
27.4K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.49K- 3.19% |
$110K - $120K
|
75.8K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2.5K- 25.91% |
$110K - $120K
|
7.13K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 12.28% |
$110K - $120K
|
17.9K
$830K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.95K- 33.05% |
$130K - $141K
|
5.98K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.12K- 7.73% |
$138K - $150K
|
37.3K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.12K- 35.61% |
$138K - $150K
|
5.65K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 4.04% |
$156K - $170K
|
84.2K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.63K- 34.71% |
$160K - $174K
|
6.83K
$317K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.87K- 7.29% |
$171K - $185K
|
49.2K
$2.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.71K- 34.81% |
$208K - $226K
|
8.81K
$409K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.84K- 3.15% |
$213K - $232K
|
149K
$6.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.92K- 53.95% |
$217K - $236K
|
4.2K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.28K- 14.49% |
$233K - $253K
|
31.2K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.63K- 19.59% |
$248K - $270K
|
23.1K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.99K- 10.08% |
$264K - $287K
|
53.4K
$2.48M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.12K- 27.62% |
$270K - $293K
|
16K
$745K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.93K- 10.2% |
$306K - $332K
|
61K
$2.83M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-7.37K- 3.98% |
$325K - $353K
|
178K
$8.26M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.4K- 46.01% |
$326K - $355K
|
8.68K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.5K- 3.67% |
$331K - $360K
|
197K
$9.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.8K- 0.61% |
$344K - $374K
|
1.28M
$59.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.45K- 11.2% |
$417K - $453K
|
74.9K
$3.48M
|