Purchases and Sales Made in Q4 2023 in Ishares Esg Aware Aggressive A (EAOA)
This table provides information about the institutional ownership of Ishares Esg Aware Aggressive A (EAOA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2K+ 153.45% |
$399K - $456K
|
23.4K
$854K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.16KNew |
$258K - $294K
|
9.16K
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.92K+ 16.33% |
$167K - $190K
|
42.2K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45KNew |
$68.9K - $78.7K
|
2.45K
$89.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
262New |
$7.37K - $8.42K
|
262
$9.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 8.09% |
$534 - $611
|
254
$9.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$225 - $257
|
1.76K
$64.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.08% |
$169 - $193
|
7.5K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.35% |
$56.3 - $64.3
|
567
$20.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.5% |
$28.1 - $32.1
|
200
$7.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6- 0.65% |
$169 - $193
|
918
$33.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-399- 36.94% |
$11.2K - $12.8K
|
681
$24.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.1K- 7.67% |
$30.8K - $35.2K
|
13.2K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.8K- 47.85% |
$387K - $442K
|
15K
$546K
|