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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10K- 18.47% |
$441K - $479K
|
44.2K
$2.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 67.77% |
$454K - $493K
|
4.9K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 6.73% |
$475K - $516K
|
149K
$6.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-13.4K- 58.59% |
$591K - $642K
|
9.47K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.1K- 7.34% |
$622K - $676K
|
178K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15K- 36.5% |
$663K - $720K
|
26.1K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.7K- 61.99% |
$738K - $802K
|
10.3K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.9K- 21.86% |
$834K - $906K
|
67.6K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-23.1K- 83.02% |
$1.02M - $1.11M
|
4.72K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-23.8K- 50.42% |
$1.05M - $1.14M
|
23.4K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 19.24% |
$1.05M - $1.14M
|
99.8K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.1K- 28.52% |
$1.15M - $1.25M
|
65.5K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-29.6K- 5.06% |
$1.31M - $1.42M
|
556K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.2K- 1.01% |
$1.82M - $1.98M
|
4.02M
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.1K- 80.95% |
$1.9M - $2.07M
|
10.1K
$471K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-51K- 4.62% |
$2.25M - $2.44M
|
1.05M
$49M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-51.1K- 18.23% |
$2.26M - $2.45M
|
229K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-61.3K- 10.33% |
$2.7M - $2.94M
|
532K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81.7K- 40.94% |
$3.61M - $3.92M
|
118K
$5.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-166K- 28.36% |
$7.33M - $7.97M
|
420K
$19.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-232K- 97.35% |
$10.2M - $11.1M
|
6.31K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-314K- 11.29% |
$13.9M - $15.1M
|
2.47M
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-611K- 32.98% |
$27M - $29.3M
|
1.24M
$57.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-805K- 97.91% |
$35.5M - $38.6M
|
17.2K
$800K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.25M- 17.33% |
$55.2M - $60M
|
5.97M
$277M
|