Latest Institutional Purchases of Ishares Esg Aware Aggressive A (EAOA)
This list provides information on the latest institutional transactions involving Ishares Esg Aware Aggressive A (EAOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.05% |
$96.1 - $116
|
5.66K
$218K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.59KNew |
$55.6K - $59.2K
|
1.59K
$61.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
872New |
$30.6K - $32.5K
|
872
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72+ 5.99% |
$2.52K - $2.68K
|
1.27K
$49K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
69New |
$2.42K - $2.57K
|
69
$2.66K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.55% |
$1.47K - $1.57K
|
7.69K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 4.0% |
$70.1 - $74.6
|
52
$2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$453K - $474K
|
12.7K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
230+ 4.07% |
$8.21K - $8.58K
|
5.88K
$226K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
379+ 126.76% |
$12.7K - $13.9K
|
678
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
249+ 1.74% |
$8.33K - $9.14K
|
14.5K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
239New |
$7.99K - $8.77K
|
239
$9.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
52+ 3.13% |
$1.74K - $1.91K
|
1.71K
$65.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
823+ 444.86% |
$26.6K - $28.6K
|
1.01K
$38.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$1.75K - $1.88K
|
54
$2.08K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.4 - $34.8
|
1
$38.5
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$157K - $170K
|
5K
$193K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
407New |
$12.8K - $13.9K
|
407
$15.7K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.16KNew |
$258K - $294K
|
9.16K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.5% |
$28.1 - $32.1
|
200
$7.7K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31New |
$907 - $974
|
31
$1.19K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.56% |
$263 - $283
|
1.61K
$61.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760New |
$0 - $22.9K
|
760
$29.3K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
31.3KNew |
$804K - $913K
|
31.3K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
31.3KNew |
$804K - $913K
|
31.3K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.98K+ 100.0% |
$50.8K - $57.7K
|
3.96K
$152K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 80.85% |
$1.04K - $1.24K
|
85
$3.27K
|
|