Purchases and Sales Made in Q4 2025 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q4 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
Jan 21, 2026 Q4 2025
Capital Advisors, Ltd. LLC

BUY
 -
144K
New
$6.89M - $6.98M
144K $6.89M
Jan 20, 2026 Q4 2025
Sensenig Capital Advisors, Inc

Collegeville, PA
BUY
 -
66.6K
New
$3.19M - $3.23M
66.6K $3.19M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
30.8K
+ 5.7%
$1.47M - $1.49M
571K $27.4M
Jan 15, 2026 Q4 2025
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
27.5K
+ 89.62%
$1.32M - $1.33M
58.1K $2.78M
Jan 12, 2026 Q4 2025
Archer Investment Management, LLC

Austin, TX
BUY
 -
25.8K
New
$1.24M - $1.25M
25.8K $1.24M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
21.8K
+ 90.18%
$1.04M - $1.06M
46K $2.2M
Jan 12, 2026 Q4 2025
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
19.2K
+ 28.95%
$917K - $930K
85.3K $4.09M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
17.5K
+ 41.22%
$840K - $852K
60.1K $2.88M
Jan 15, 2026 Q4 2025
Xena Financial Planning, LLC

Portland, OR
BUY
 -
13.5K
New
$649K - $658K
13.5K $649K
Jan 16, 2026 Q4 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
12K
+ 1.63%
$577K - $585K
753K $36.1M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.5K
+ 28.72%
$501K - $508K
46.9K $2.25M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
9.08K
+ 4.22%
$435K - $441K
224K $10.7M
Jan 14, 2026 Q4 2025
Neumann Capital Management, LLC

BUY
 -
9.05K
+ 16.32%
$433K - $439K
64.5K $3.09M
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
7.61K
+ 174.61%
$364K - $369K
12K $573K
Jan 14, 2026 Q4 2025
Brewster Financial Planning LLC

BUY
 -
5.33K
+ 12.28%
$255K - $259K
48.8K $2.34M
Jan 12, 2026 Q4 2025
Lifelong Wealth Advisors, Inc.

Arden Hills, MN
BUY
 -
5.13K
+ 43.23%
$245K - $249K
17K $814K
Jan 06, 2026 Q4 2025
Mallini Complete Financial Planning LLC

Gainesville, FL
BUY
 -
4.8K
+ 8.84%
$230K - $233K
59.1K $2.83M
Jan 14, 2026 Q4 2025
Acropolis Investment Management, LLC

BUY
 -
4.75K
+ 46.95%
$228K - $231K
14.9K $712K
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
4.73K
+ 3.4%
$226K - $229K
144K $6.89M
Jan 15, 2026 Q4 2025
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
4.58K
+ 33.86%
$220K - $222K
18.1K $868K
Jan 23, 2026 Q4 2025
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
4.49K
New
$215K - $218K
4.49K $215K
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
4.4K
+ 2.08%
$211K - $214K
216K $10.3M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
4.21K
New
$202K - $204K
4.21K $202K
Jan 08, 2026 Q4 2025
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
4.05K
+ 10.9%
$194K - $197K
41.2K $1.97M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.62K
+ 71.2%
$173K - $175K
8.69K $416K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
3.35K
+ 8.38%
$160K - $163K
43.3K $2.07M
Jan 23, 2026 Q4 2025
Charter Oak Capital Management, LLC

BUY
 -
3.19K
+ 4.47%
$153K - $155K
74.6K $3.57M
Jan 22, 2026 Q4 2025
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
3.01K
+ 59.13%
$144K - $146K
8.1K $388K
Jan 14, 2026 Q4 2025
Bond & Devick Financial Network, Inc.

BUY
 -
1.88K
+ 1.96%
$90.1K - $91.3K
98K $4.69M
Jan 08, 2026 Q4 2025
North Crest Asset Manangement, LLC

BUY
 -
1.61K
+ 14.56%
$77.2K - $78.2K
12.7K $607K
Jan 21, 2026 Q4 2025
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.45K
+ 10.48%
$69.4K - $70.4K
15.3K $732K
Jan 23, 2026 Q4 2025
Valley National Advisers Inc

BUY
 -
1.2K
+ 11.51%
$57.4K - $58.1K
11.6K $556K
Jan 14, 2026 Q4 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
909
+ 16.72%
$43.5K - $44.1K
6.35K $304K
Jan 08, 2026 Q4 2025
Affinity Capital Advisors, LLC

BUY
 -
901
+ 0.48%
$43.1K - $43.7K
189K $9.05M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
837
+ 3.27%
$40.1K - $40.6K
26.4K $1.27M
Jan 16, 2026 Q4 2025
Tempus Wealth Planning, LLC

BUY
 -
811
+ 2.07%
$38.8K - $39.4K
39.9K $1.91M
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
796
+ 4.93%
$38.1K - $38.6K
16.9K $811K
Jan 23, 2026 Q4 2025
Highland Financial Advisors, LLC

BUY
 -
768
+ 13.01%
$36.8K - $37.3K
6.67K $320K
Jan 12, 2026 Q4 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
754
+ 15.98%
$36.1K - $36.6K
5.47K $262K
Jan 09, 2026 Q4 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
734
+ 13.84%
$35.2K - $35.6K
6.04K $289K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
733
+ 11.14%
$35.1K - $35.6K
7.31K $350K
Jan 21, 2026 Q4 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
565
+ 0.7%
$27.1K - $27.4K
80.9K $3.88M
Jan 14, 2026 Q4 2025
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
508
+ 7.17%
$24.3K - $24.7K
7.59K $364K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
429
+ 2.51%
$20.5K - $20.8K
17.5K $838K
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

BUY
 -
408
+ 0.81%
$19.5K - $19.8K
50.9K $2.44M
Jan 16, 2026 Q4 2025
Bangor Savings Bank

Bangor, ME
BUY
 -
291
+ 3.67%
$13.9K - $14.1K
8.21K $393K
Jan 21, 2026 Q4 2025
Truefg, LLC

Cedar Park, TX
BUY
 -
235
+ 1.88%
$11.3K - $11.4K
12.7K $610K
Jan 13, 2026 Q4 2025
Fc Advisory LLC

BUY
 -
231
+ 4.47%
$11.1K - $11.2K
5.4K $259K
Jan 21, 2026 Q4 2025
Crux Wealth Advisors

Long Beach, CA
BUY
 -
148
+ 0.22%
$7.09K - $7.18K
66.5K $3.19M

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