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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1K+ 155.91% |
$455K - $489K
|
23.1K
$846K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.11K+ 8.42% |
$35.8K - $38.6K
|
14.3K
$524K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
823+ 444.86% |
$26.6K - $28.6K
|
1.01K
$37K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
318+ 17.97% |
$10.3K - $11.1K
|
2.09K
$76.6K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224New |
$7.25K - $7.8K
|
224
$8.22K
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
200+ 0.47% |
$6.47K - $6.96K
|
42.4K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$1.75K - $1.88K
|
54
$1.98K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 2.45% |
$453 - $487
|
586
$21.5K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 4.55% |
$421 - $453
|
299
$11K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$157K - $170K
|
5K
$183K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 2.63% |
$6.29K - $6.82K
|
7.8K
$286K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5+ 500.0% |
$157 - $170
|
6
$220
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.16KNew |
$258K - $294K
|
9.16K
$336K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.5% |
$28.1 - $32.1
|
200
$7.34K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31New |
$907 - $974
|
31
$1.14K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.56% |
$263 - $283
|
1.61K
$59K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760New |
$0 - $22.9K
|
760
$27.9K
|
|
Q4 2022 | |||||||
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
31.3KNew |
$804K - $913K
|
31.3K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
31.3KNew |
$804K - $913K
|
31.3K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.98K+ 100.0% |
$50.8K - $57.7K
|
3.96K
$145K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.66KNew |
$42.6K - $48.4K
|
1.66K
$60.9K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 80.85% |
$1.04K - $1.24K
|
85
$3.12K
|