Latest Institutional Purchases of Ishares Esg Aware Growth Alloc (EAOR)
This list provides information on the latest institutional transactions involving Ishares Esg Aware Growth Alloc (EAOR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$854K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.57K+ 41.28% |
$173K - $180K
|
19.1K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.16K+ 6.42% |
$36.1K - $37.7K
|
19.3K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
997+ 8.44% |
$30.9K - $32.3K
|
12.8K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
900New |
$27.9K - $29.2K
|
900
$28.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 7.22% |
$12.3K - $12.9K
|
5.91K
$189K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43+ 41.75% |
$1.33K - $1.39K
|
146
$4.67K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.93K+ 39.95% |
$217K - $226K
|
24.3K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50New |
$1.57K - $1.63K
|
50
$1.6K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.18KNew |
$95.6K - $103K
|
3.18K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
928New |
$27.9K - $30K
|
928
$29.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
114+ 0.63% |
$3.43K - $3.69K
|
18.1K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.66% |
$150 - $162
|
759
$24.3K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.61KNew |
$46K - $49K
|
1.61K
$51.6K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
630New |
$18K - $19.1K
|
630
$20.2K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$881K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
255+ 0.93% |
$0 - $7.1K
|
27.5K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
20+ 12.99% |
$0 - $557
|
174
$5.57K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 6.82% |
$0 - $251
|
141
$4.51K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
97.7KNew |
$2.41M - $2.75M
|
97.7K
$3.13M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.19KNew |
$108K - $125K
|
4.19K
$134K
|
|