Latest Institutional Transactions on Ishares Esg Aware Growth Alloc (EAOR)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Growth Alloc (EAOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.93K+ 8234.72% |
$178K - $192K
|
6K
$189K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
114+ 0.63% |
$3.43K - $3.69K
|
18.1K
$570K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.32K- 14.57% |
$250K - $269K
|
48.7K
$1.54M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.07K+ 5.42% |
$0 - $33K
|
20.8K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$0 - $30.9
|
1
$31.5
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70New |
$0 - $2.16K
|
70
$2.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.53% |
$0 - $124
|
754
$23.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
363New |
$0 - $11.2K
|
363
$11.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-110- 5.06% |
$0 - $3.4K
|
2.06K
$65K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 93.79% |
$313K - $333K
|
727
$22.9K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
630New |
$18K - $19.1K
|
630
$19.9K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-45- 66.18% |
$1.29K - $1.37K
|
23
$725
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.17K- 7.96% |
$30.2K - $34K
|
13.5K
$425K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.8K- 42.37% |
$318K - $332K
|
16K
$505K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$868K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 6.82% |
$0 - $251
|
141
$4.44K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
20+ 12.99% |
$0 - $557
|
174
$5.48K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$868K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 1.26% |
$72.9 - $81.2
|
241
$7.59K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
12New |
$292 - $325
|
12
$378
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
97.7KNew |
$2.41M - $2.75M
|
97.7K
$3.08M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.19KNew |
$108K - $125K
|
4.19K
$132K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-19.3KClosed |
$549K - $612K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15KClosed |
$460K - $482K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.8KClosed |
$730K - $758K
|
0
$0
|
|