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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.7KNew |
$827K - $865K
|
26.7K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
900New |
$27.9K - $29.2K
|
900
$29.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.57K+ 41.28% |
$173K - $180K
|
19.1K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.4K- 61.44% |
$354K - $370K
|
7.16K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
997+ 8.44% |
$30.9K - $32.3K
|
12.8K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.89K- 7.43% |
$121K - $126K
|
48.5K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.16K+ 6.42% |
$36.1K - $37.7K
|
19.3K
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-18.1K- 89.99% |
$562K - $588K
|
2.02K
$65.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43+ 41.75% |
$1.33K - $1.39K
|
146
$4.72K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 7.22% |
$12.3K - $12.9K
|
5.91K
$191K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.93K+ 39.95% |
$217K - $226K
|
24.3K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.39K- 15.53% |
$75.1K - $78.1K
|
13K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50New |
$1.57K - $1.63K
|
50
$1.62K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
928New |
$27.9K - $30K
|
928
$30K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.66% |
$150 - $162
|
759
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.18KNew |
$95.6K - $103K
|
3.18K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-259- 71.35% |
$7.79K - $8.38K
|
104
$3.36K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
114+ 0.63% |
$3.43K - $3.69K
|
18.1K
$585K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.61KNew |
$46K - $49K
|
1.61K
$52.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 93.79% |
$313K - $333K
|
727
$23.5K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
630New |
$18K - $19.1K
|
630
$20.4K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$891K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 6.82% |
$0 - $251
|
141
$4.56K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
20+ 12.99% |
$0 - $557
|
174
$5.63K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$891K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
97.7KNew |
$2.41M - $2.75M
|
97.7K
$3.16M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.19KNew |
$108K - $125K
|
4.19K
$136K
|
|
| 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
|
|