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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157+ 3.4% |
$7.25K - $7.68K
|
4.77K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.1K+ 36.62% |
$789K - $835K
|
63.7K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 3.87% |
$8.31K - $8.81K
|
4.83K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64New |
$2.96K - $3.13K
|
64
$3.07K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 6.28% |
$2.35M - $2.48M
|
859K
$41.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-182K- 58.33% |
$8.42M - $8.92M
|
130K
$6.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 6.79% |
$14.9K - $15.8K
|
5.08K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
114New |
$5.26K - $5.58K
|
114
$5.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-243- 4.81% |
$11.2K - $11.9K
|
4.8K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.18K- 21.58% |
$54.6K - $57.9K
|
4.3K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
777New |
$35.9K - $38K
|
777
$37.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12.2KNew |
$563K - $597K
|
12.2K
$584K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.89KNew |
$86.1K - $88.7K
|
1.89K
$90.3K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.64KNew |
$212K - $218K
|
4.64K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.89K- 14.76% |
$86.1K - $88.7K
|
10.9K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-368K- 13.91% |
$16.8M - $17.3M
|
2.28M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
614New |
$28K - $28.9K
|
614
$29.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 3.31% |
$228 - $235
|
156
$7.47K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-874- 15.21% |
$39.9K - $41.1K
|
4.87K
$233K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.05KNew |
$322K - $331K
|
7.05K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$198K - $204K
|
4.35K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11.7K+ 2.13% |
$534K - $550K
|
561K
$26.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-109- 1.1% |
$4.98K - $5.13K
|
9.79K
$469K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-549- 7.66% |
$25.1K - $25.8K
|
6.62K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
471+ 1.64% |
$21.5K - $22.1K
|
29.2K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.28K- 30.27% |
$58.3K - $60.1K
|
2.94K
$141K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
264K+ 5517.56% |
$12.1M - $12.4M
|
269K
$12.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1- -0.0% |
$45.7 - $47
|
20.9K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
541New |
$24.7K - $25.4K
|
541
$25.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.23K- 46.93% |
$239K - $246K
|
5.92K
$284K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-63- 0.84% |
$2.88K - $2.96K
|
7.39K
$354K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.86K- 16.58% |
$412K - $423K
|
44.6K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.64% |
$1.35K - $1.38K
|
4.53K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 76.96% |
$747K - $767K
|
36.9K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.69% |
$714K - $733K
|
147K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 46.67% |
$8.14K - $8.35K
|
550
$26.3K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 39.69% |
$56.7K - $58.2K
|
4.29K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.67K- 30.61% |
$310K - $318K
|
15.1K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10.9K- 54.44% |
$507K - $520K
|
9.11K
$436K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 71.23% |
$145K - $149K
|
7.5K
$359K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-45.9K- 78.09% |
$2.14M - $2.19M
|
12.9K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.05K+ 8.25% |
$48.9K - $50.2K
|
13.8K
$661K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43KNew |
$299K - $307K
|
6.43K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
153New |
$7.12K - $7.3K
|
153
$7.33K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$93.1 - $95.5
|
2
$95.8
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$361K - $371K
|
7.77K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.69K+ 71.01% |
$172K - $176K
|
8.89K
$426K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 10.87% |
$1.4K - $1.43K
|
306
$14.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.83% |
$10.6K - $10.9K
|
4.95K
$237K
|
|