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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15New |
$703 - $724
|
15
$719
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 2.91% |
$93.7K - $96.5K
|
66.6K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
410+ 1.0% |
$19.2K - $19.8K
|
41.6K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 5.47% |
$208K - $214K
|
85.5K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 0.58% |
$68.6K - $70.7K
|
253K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
165+ 3.5% |
$7.73K - $7.96K
|
4.89K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.9KNew |
$230K - $237K
|
4.9K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14- 0.02% |
$656 - $676
|
79K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
413New |
$19.4K - $19.9K
|
413
$19.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.06K+ 15.16% |
$49.9K - $51.4K
|
8.08K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.17K+ 1.62% |
$242K - $250K
|
324K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-131- 0.65% |
$6.14K - $6.32K
|
20.1K
$964K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.03K+ 4.79% |
$142K - $146K
|
66.4K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.7K- 3.96% |
$1.07M - $1.1M
|
551K
$26.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
262+ 4.67% |
$12.3K - $12.6K
|
5.87K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1New |
$46.9 - $48.3
|
1
$47.9
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
14K+ 22.73% |
$654K - $674K
|
75.4K
$3.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.17KNew |
$195K - $201K
|
4.17K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.16K+ 1.53% |
$242K - $249K
|
343K
$16.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
172+ 390.91% |
$8.06K - $8.3K
|
216
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 0.1% |
$1.03K - $1.06K
|
21.9K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.98K+ 7.09% |
$280K - $289K
|
90.4K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$46.9 - $48.3
|
5.05K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
312+ 2.18% |
$14.6K - $15.1K
|
14.7K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 8.06% |
$1.16M - $1.19M
|
331K
$15.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
877+ 15.26% |
$41.1K - $42.3K
|
6.62K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18- 0.2% |
$843 - $869
|
8.94K
$428K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.1K+ 48.44% |
$1.78M - $1.84M
|
117K
$5.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.8K+ 3.36% |
$975K - $1M
|
640K
$30.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
50.6K+ 13.4% |
$2.37M - $2.44M
|
428K
$20.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.48K+ 21.66% |
$116K - $120K
|
13.9K
$668K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.29K+ 48.41% |
$342K - $352K
|
22.4K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 5.28% |
$613K - $631K
|
261K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.85KNew |
$274K - $283K
|
5.85K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 3.6% |
$69.5K - $71.6K
|
42.7K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.66KNew |
$359K - $370K
|
7.66K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
438+ 27.14% |
$20.5K - $21.1K
|
2.05K
$98.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
92+ 1.95% |
$4.31K - $4.44K
|
4.81K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.72K+ 4.41% |
$80.5K - $82.9K
|
40.7K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
95K+ 6.65% |
$4.45M - $4.58M
|
1.52M
$73M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
48KNew |
$2.25M - $2.32M
|
48K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
65.7K+ 12.45% |
$3.08M - $3.17M
|
594K
$28.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 33.05% |
$608K - $627K
|
52.3K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.56KNew |
$213K - $220K
|
4.56K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
929+ 3.31% |
$43.5K - $44.8K
|
29K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.52K+ 2.36% |
$118K - $122K
|
109K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47KNew |
$209K - $216K
|
4.47K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 7.67% |
$18.7K - $19.3K
|
5.61K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
908+ 8.13% |
$42.5K - $43.8K
|
12.1K
$578K
|
|