Purchases and Sales Made in Q3 2025 in Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81M+ 10.45% |
$85M - $87.6M
|
19.2M
$918M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
597K+ 8.03% |
$28M - $28.8M
|
8.03M
$384M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
469K+ 20.4% |
$22M - $22.6M
|
2.77M
$132M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
303K+ 3807.78% |
$14.2M - $14.6M
|
311K
$14.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
240K+ 126.57% |
$11.2M - $11.6M
|
429K
$20.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160K+ 43.8% |
$7.5M - $7.73M
|
526K
$25.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 7.92% |
$6.88M - $7.09M
|
2M
$95.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
141K+ 9.59% |
$6.6M - $6.8M
|
1.61M
$77.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
108KNew |
$5.05M - $5.2M
|
108K
$5.16M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
107K+ 15.39% |
$5.03M - $5.18M
|
804K
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95K+ 7.76% |
$4.45M - $4.59M
|
1.32M
$63.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
95K+ 6.65% |
$4.45M - $4.58M
|
1.52M
$73M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
89.9K+ 11.09% |
$4.21M - $4.34M
|
901K
$43.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.1K+ 4.2% |
$3.99M - $4.11M
|
2.11M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
78.5KNew |
$3.68M - $3.79M
|
78.5K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68K+ 10.1% |
$3.18M - $3.28M
|
741K
$35.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
65.7K+ 12.45% |
$3.08M - $3.17M
|
594K
$28.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58.3K+ 138.9% |
$2.73M - $2.82M
|
100K
$4.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
50.6K+ 13.4% |
$2.37M - $2.44M
|
428K
$20.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
48KNew |
$2.25M - $2.32M
|
48K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.1K+ 9.27% |
$1.93M - $1.98M
|
484K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.1K+ 48.44% |
$1.78M - $1.84M
|
117K
$5.59M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
35K+ 25.68% |
$1.64M - $1.69M
|
171K
$8.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.8K+ 2.17% |
$1.63M - $1.68M
|
1.64M
$78.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
33.1K+ 8.53% |
$1.55M - $1.6M
|
421K
$20.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.54M - $1.59M
|
32.9K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.6K+ 25.69% |
$1.53M - $1.57M
|
159K
$7.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.9KNew |
$1.5M - $1.54M
|
31.9K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
30KNew |
$1.4M - $1.45M
|
30K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 8.06% |
$1.16M - $1.19M
|
331K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
20.9K+ 99.99% |
$979K - $1.01M
|
41.8K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.8K+ 3.36% |
$975K - $1M
|
640K
$30.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.1K+ 32.59% |
$894K - $921K
|
77.7K
$3.72M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.6K+ 28.18% |
$823K - $848K
|
79.9K
$3.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.4K+ 22.12% |
$816K - $840K
|
96.1K
$4.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 3.02% |
$743K - $765K
|
540K
$25.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 7.99% |
$733K - $755K
|
211K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 9.42% |
$699K - $720K
|
173K
$8.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
14.8KNew |
$694K - $715K
|
14.8K
$710K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
14.6K+ 3.42% |
$684K - $705K
|
441K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 61.7% |
$682K - $703K
|
38.2K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
14K+ 22.73% |
$654K - $674K
|
75.4K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.5KNew |
$634K - $653K
|
13.5K
$648K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.3K+ 11.66% |
$625K - $644K
|
128K
$6.12M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 6.92% |
$616K - $634K
|
203K
$9.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 5.28% |
$613K - $631K
|
261K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 33.05% |
$608K - $627K
|
52.3K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12.7K+ 44.16% |
$595K - $613K
|
41.4K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
11.3KNew |
$528K - $544K
|
11.3K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 8.81% |
$528K - $544K
|
139K
$6.66M
|
|