Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.76KNew |
$220K - $231K
|
4.76K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.49KNew |
$208K - $218K
|
4.49K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.44K+ 25.98% |
$206K - $216K
|
21.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.35K+ 59.19% |
$202K - $212K
|
11.7K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.35K+ 17.05% |
$201K - $211K
|
29.9K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.3K+ 30.1% |
$199K - $209K
|
18.6K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.13K+ 2.49% |
$191K - $201K
|
170K
$7.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.09K+ 19.12% |
$189K - $199K
|
25.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.02K+ 3.15% |
$186K - $196K
|
132K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4K+ 9.08% |
$186K - $195K
|
48.1K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.99K+ 27.95% |
$185K - $194K
|
18.3K
$859K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.97K+ 14.31% |
$184K - $193K
|
31.7K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
3.92KNew |
$182K - $191K
|
3.92K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.91K+ 3.99% |
$181K - $190K
|
102K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.87K+ 6.62% |
$179K - $188K
|
62.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 8.43% |
$175K - $183K
|
48.5K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.63K+ 14.31% |
$168K - $176K
|
29K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4KNew |
$158K - $165K
|
3.4K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.26K+ 0.36% |
$151K - $158K
|
898K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.17K+ 26.27% |
$147K - $154K
|
15.2K
$716K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.12K+ 5.26% |
$145K - $152K
|
62.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.01K+ 4.97% |
$140K - $146K
|
63.6K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.99K+ 20.73% |
$139K - $146K
|
17.4K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.86K+ 2.29% |
$132K - $139K
|
128K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.79K+ 37.1% |
$129K - $135K
|
10.3K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.65K+ 3.53% |
$123K - $129K
|
77.7K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.35K+ 4.13% |
$109K - $114K
|
59.3K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.34K+ 4.31% |
$109K - $114K
|
56.7K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.29K+ 16.17% |
$106K - $111K
|
16.5K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.25K+ 0.54% |
$104K - $109K
|
417K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 10.57% |
$101K - $106K
|
22.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.12K+ 5.11% |
$98.4K - $103K
|
43.7K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 5.69% |
$97.2K - $102K
|
39K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.05K+ 39.22% |
$95K - $99.7K
|
7.28K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 16.97% |
$89.4K - $93.8K
|
13.3K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.89K+ 4.44% |
$87.6K - $91.9K
|
44.4K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 0.58% |
$84.6K - $88.8K
|
318K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.79K+ 6.33% |
$82.8K - $86.9K
|
30.1K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.78K+ 10.93% |
$82.5K - $86.5K
|
18.1K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$81K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.66K+ 50.92% |
$76.7K - $80.4K
|
4.91K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 33.58% |
$75.1K - $78.7K
|
6.45K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 62.17% |
$74.2K - $77.9K
|
4.18K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.58K+ 4.03% |
$73K - $76.5K
|
40.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.53KNew |
$70.7K - $74.2K
|
1.53K
$71.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.42K+ 2.34% |
$65.6K - $68.8K
|
61.9K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.4KNew |
$64.9K - $68K
|
1.4K
$65.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.23K+ 8.96% |
$57.2K - $60K
|
15K
$705K
|