Purchases and Sales Made in Q3 2024 in Ishares Esg Aware Aggressive A (EAOA)
This table provides information about the institutional ownership of Ishares Esg Aware Aggressive A (EAOA) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE AGGRESSIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.65KNew |
$189K - $207K
|
5.65K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
508New |
$17K - $18.6K
|
508
$18.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
379+ 126.76% |
$12.7K - $13.9K
|
678
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
249+ 1.74% |
$8.33K - $9.14K
|
14.5K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
239New |
$7.99K - $8.77K
|
239
$8.78K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
52+ 3.13% |
$1.74K - $1.91K
|
1.71K
$62.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33- 14.73% |
$1.1K - $1.21K
|
191
$7.02K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-152- 1.95% |
$5.08K - $5.58K
|
7.65K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-545- 93.0% |
$18.2K - $20K
|
41
$1.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 17.89% |
$43.4K - $47.6K
|
5.96K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.21K- 55.98% |
$107K - $118K
|
2.52K
$92.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.58K- 17.89% |
$253K - $278K
|
34.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13K- 56.46% |
$436K - $478K
|
10K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.6K- 58.78% |
$621K - $682K
|
13K
$479K
|