Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.03M+ 11.75% |
$94.3M - $98.9M
|
19.4M
$903M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.12MNew |
$52M - $54.5M
|
1.12M
$52.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
403K+ 9.61% |
$18.7M - $19.6M
|
4.59M
$214M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 20.54% |
$12.4M - $13M
|
1.57M
$73.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 18.05% |
$11.5M - $12.1M
|
1.63M
$76M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
203KNew |
$9.43M - $9.89M
|
203K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190K+ 10.91% |
$8.78M - $9.21M
|
1.93M
$90M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
180KNew |
$8.33M - $8.74M
|
180K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$7.91M - $8.3M
|
171K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
146K+ 11.47% |
$6.77M - $7.1M
|
1.42M
$66.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 7.19% |
$5.54M - $5.81M
|
1.78M
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$5.16M - $5.42M
|
111K
$5.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.2KNew |
$2.88M - $3.02M
|
62.2K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.7K+ 42.04% |
$2.77M - $2.9M
|
202K
$9.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
54.9KNew |
$2.54M - $2.67M
|
54.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.4K+ 156.72% |
$2.38M - $2.5M
|
84.3K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
48.5KNew |
$2.25M - $2.36M
|
48.5K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 7.96% |
$2.14M - $2.25M
|
628K
$29.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.9K+ 14.72% |
$2.04M - $2.14M
|
342K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.3K+ 9.23% |
$1.87M - $1.96M
|
477K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
39.1KNew |
$1.81M - $1.9M
|
39.1K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
38.6K+ 60.74% |
$1.79M - $1.87M
|
102K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
38.1KNew |
$1.76M - $1.85M
|
38.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 3.91% |
$1.51M - $1.59M
|
866K
$40.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 16.62% |
$1.42M - $1.49M
|
215K
$10M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.1K+ 11.04% |
$1.35M - $1.41M
|
292K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.4KNew |
$1.32M - $1.38M
|
28.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.8KNew |
$1.1M - $1.16M
|
23.8K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
22.6K+ 6.49% |
$1.05M - $1.1M
|
370K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.4K+ 9.42% |
$990K - $1.04M
|
248K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.7K+ 10.05% |
$957K - $1M
|
226K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.7K+ 50.98% |
$911K - $956K
|
58.2K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 15.36% |
$891K - $935K
|
144K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
18.5K+ 75.84% |
$858K - $900K
|
42.9K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4K+ 5.97% |
$850K - $892K
|
326K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$838K - $879K
|
18.1K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.2K+ 20.36% |
$799K - $838K
|
102K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 23.0% |
$782K - $821K
|
90.3K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.3K+ 11.33% |
$755K - $792K
|
160K
$7.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
15.6K+ 2.38% |
$725K - $760K
|
672K
$31.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.5K+ 2.24% |
$717K - $752K
|
707K
$33M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 15.89% |
$715K - $750K
|
113K
$5.26M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$708K - $742K
|
15.3K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.1K+ 89.03% |
$697K - $732K
|
32K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.4K+ 13.73% |
$669K - $702K
|
120K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14K+ 26.96% |
$647K - $678K
|
65.7K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
13.7K+ 22.74% |
$635K - $666K
|
73.9K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 3.59% |
$620K - $651K
|
387K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.4KNew |
$619K - $649K
|
13.4K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
12.6KNew |
$586K - $614K
|
12.6K
$590K
|