Latest Institutional Transactions on Ishares Esg Aware Aggressive A (EAOA)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Aggressive A (EAOA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 62.97% |
$464K - $503K
|
38.2K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.98K- 39.87% |
$188K - $204K
|
9.01K
$314K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-511- 55.66% |
$16.1K - $17.4K
|
407
$14.2K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$157K - $170K
|
5K
$174K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6New |
$189 - $204
|
6
$209
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.65K+ 271.77% |
$209K - $227K
|
9.1K
$317K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 2.63% |
$6.29K - $6.82K
|
7.8K
$272K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31- 0.23% |
$975 - $1.06K
|
13.2K
$458K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-296- 43.47% |
$9.31K - $10.1K
|
385
$13.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-245- 3.27% |
$7.71K - $8.35K
|
7.26K
$253K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.88% |
$157 - $170
|
572
$19.9K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
32+ 12.6% |
$1.01K - $1.09K
|
286
$9.96K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-146- 55.73% |
$4.59K - $4.98K
|
116
$4.04K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.16KNew |
$258K - $294K
|
9.16K
$319K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.5% |
$28.1 - $32.1
|
200
$6.96K
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.92K+ 16.33% |
$167K - $190K
|
42.2K
$1.47M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 9.31% |
$4.36K - $4.68K
|
1.75K
$60.9K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.56% |
$263 - $283
|
1.61K
$56K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31New |
$907 - $974
|
31
$1.08K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
120New |
$3.5K - $3.71K
|
120
$4.18K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
125+ 208.33% |
$0 - $3.77K
|
185
$6.44K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760New |
$0 - $22.9K
|
760
$26.5K
|
|
Q4 2022 | |||||||
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
31.3KNew |
$840K - $913K
|
31.3K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.98K+ 100.0% |
$53.1K - $57.7K
|
3.96K
$138K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.66KNew |
$44.5K - $48.4K
|
1.66K
$57.8K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
583New |
$15.6K - $17K
|
583
$20.3K
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
31.3KNew |
$840K - $913K
|
31.3K
$1.09M
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 80.85% |
$1.04K - $1.24K
|
85
$2.96K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20K- 50.0% |
$607K - $691K
|
20K
$696K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-253Closed |
$7.68K - $8.74K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-12.9KClosed |
$393K - $447K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3KClosed |
$370K - $389K
|
0
$0
|