Latest Institutional Transactions on Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-112- 0.47% |
$5.14K - $5.33K
|
23.8K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
74K+ 216.01% |
$3.4M - $3.52M
|
108K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$45.9 - $47.6
|
169
$7.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 1.63% |
$3.67K - $3.81K
|
4.99K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-542- 10.35% |
$24.9K - $25.8K
|
4.69K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.2K+ 30.97% |
$422K - $438K
|
38.9K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37K+ 70.86% |
$155K - $160K
|
8.13K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 11.69% |
$605K - $627K
|
126K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.8K- 33.88% |
$1.18M - $1.23M
|
50.3K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.44K+ 47.35% |
$158K - $163K
|
10.7K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177K+ 57.38% |
$8.11M - $8.4M
|
484K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 42.94% |
$1.23M - $1.27M
|
89.1K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 15.2% |
$83.8K - $86.8K
|
13.8K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.06K+ 2.76% |
$232K - $241K
|
189K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-67.7K- 45.94% |
$3.11M - $3.22M
|
79.7K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.7K- 10.94% |
$1.14M - $1.18M
|
202K
$9.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.4K+ 133.28% |
$4.2M - $4.35M
|
160K
$7.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
21.3K+ 117.89% |
$976K - $1.01M
|
39.3K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.69KNew |
$261K - $270K
|
5.69K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-82- 0.43% |
$3.77K - $3.9K
|
18.8K
$881K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.01K+ 47.31% |
$276K - $286K
|
18.7K
$877K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.52M - $2.61M
|
54.9K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-96- 9.08% |
$4.41K - $4.57K
|
961
$45.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.09K+ 18.0% |
$50K - $51.8K
|
7.13K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
240+ 0.83% |
$11K - $11.4K
|
29.2K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
237+ 3.02% |
$10.9K - $11.3K
|
8.08K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.16K+ 38.11% |
$145K - $150K
|
11.5K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.37K+ 2.41% |
$62.7K - $65K
|
58K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$68.7K - $71.1K
|
67.2K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
152+ 2.14% |
$6.98K - $7.23K
|
7.24K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
79.7K+ 57.78% |
$3.66M - $3.79M
|
218K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.88K- 97.89% |
$316K - $327K
|
148
$6.94K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.3K- 10.09% |
$473K - $490K
|
91.8K
$4.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-35- 0.29% |
$1.61K - $1.67K
|
11.8K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 112.65% |
$535K - $554K
|
22K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.38K- 3.43% |
$339K - $351K
|
208K
$9.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.28K+ 10.36% |
$151K - $156K
|
35K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
656+ 2.2% |
$30.1K - $31.2K
|
30.5K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-657- 7.72% |
$30.2K - $31.3K
|
7.86K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.03K+ 10.33% |
$47.5K - $49.2K
|
11K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.23K- 1.15% |
$102K - $106K
|
192K
$9.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 10.96% |
$394K - $408K
|
69.7K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.51K+ 8.84% |
$161K - $167K
|
43.2K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
421+ 0.96% |
$19.3K - $20K
|
44.1K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 3.55% |
$1.02M - $1.06M
|
650K
$30.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.26K+ 5.77% |
$196K - $203K
|
78.2K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
982+ 7.79% |
$45.1K - $46.7K
|
13.6K
$638K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.2K- 7.09% |
$193K - $200K
|
55.1K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-521- 7.19% |
$23.9K - $24.8K
|
6.73K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 17.96% |
$144K - $149K
|
20.6K
$965K
|