Purchases and Sales Made in Q3 2025 in Ishares Esg Aware Aggressive A (EAOA)
This table provides information about the institutional ownership of Ishares Esg Aware Aggressive A (EAOA) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE AGGRESSIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 1394.03% |
$410K - $438K
|
11.5K
$472K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.49KNew |
$248K - $265K
|
6.49K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.66K+ 39.14% |
$178K - $190K
|
16.6K
$680K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.83K+ 5.79% |
$69.7K - $74.4K
|
33.4K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.79K+ 14.79% |
$68.3K - $72.9K
|
13.9K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 16.46% |
$46.4K - $49.5K
|
8.6K
$353K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
129+ 64.5% |
$4.93K - $5.26K
|
329
$13.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
106New |
$4.05K - $4.32K
|
106
$4.35K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
105+ 1.37% |
$4.01K - $4.28K
|
7.8K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 1.35% |
$688 - $734
|
1.35K
$55.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.11% |
$229 - $245
|
5.67K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$38.2 - $40.8
|
1
$41.1
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 1.18% |
$306 - $326
|
670
$27.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29- 1.83% |
$1.11K - $1.18K
|
1.56K
$64K
|
|