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
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
379+ 126.76% |
$12.7K - $13.9K
|
678
$24.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
239New |
$7.99K - $8.77K
|
239
$8.71K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
52+ 3.13% |
$1.74K - $1.91K
|
1.71K
$62.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-152- 1.95% |
$5.08K - $5.58K
|
7.65K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-545- 93.0% |
$18.2K - $20K
|
41
$1.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 17.89% |
$43.4K - $47.6K
|
5.96K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.58K- 17.89% |
$253K - $278K
|
34.8K
$1.27M
|