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 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-566- 8.83% |
$26.5K - $27.3K
|
5.85K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-326- 0.58% |
$15.3K - $15.7K
|
56K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 3.96% |
$107K - $111K
|
55.6K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.18KNew |
$55.5K - $57.2K
|
1.18K
$56.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.48K- 88.67% |
$163K - $168K
|
444
$21.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-161- 1.73% |
$7.54K - $7.77K
|
9.12K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.05K- 36.27% |
$49.2K - $50.7K
|
1.85K
$88.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-880- 3.81% |
$41.2K - $42.5K
|
22.2K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
118+ 6.31% |
$5.53K - $5.7K
|
1.99K
$95.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.83K+ 3.56% |
$85.5K - $88.1K
|
53K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 3.7% |
$315K - $325K
|
189K
$9.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.81K- 3.0% |
$85K - $87.5K
|
58.7K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-283- 3.63% |
$13.3K - $13.7K
|
7.52K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 3.42% |
$201K - $208K
|
121K
$5.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 36.47% |
$194K - $200K
|
15.5K
$744K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-70- 0.82% |
$3.28K - $3.38K
|
8.44K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.06K- 11.91% |
$96.5K - $99.4K
|
15.2K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-438- 4.01% |
$20.5K - $21.1K
|
10.5K
$503K
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
424+ 2.48% |
$19.9K - $20.5K
|
17.5K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.16K- 49.17% |
$289K - $298K
|
6.37K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.49% |
$46.9 - $48.3
|
68
$3.26K
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
3.08K+ 6.24% |
$144K - $149K
|
52.4K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-429- 1.91% |
$20.1K - $20.7K
|
22K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-31- 0.18% |
$1.45K - $1.5K
|
17.2K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.81K+ 9.22% |
$272K - $280K
|
68.8K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 7.92% |
$6.88M - $7.09M
|
2M
$95.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.26K+ 17.58% |
$106K - $109K
|
15.1K
$722K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 2.67% |
$68.6K - $70.7K
|
56.4K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
343+ 4.18% |
$16.1K - $16.6K
|
8.55K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
35K+ 25.68% |
$1.64M - $1.69M
|
171K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.16K+ 5.47% |
$101K - $104K
|
41.7K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.15K- 21.29% |
$101K - $104K
|
7.96K
$381K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 7.14% |
$52.3K - $53.9K
|
14.5K
$696K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$498K - $513K
|
10.6K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
599+ 5.65% |
$28.1K - $28.9K
|
11.2K
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 16.88% |
$34K - $35K
|
5.03K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.2K- 11.47% |
$524K - $540K
|
86.3K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.58K+ 8.64% |
$308K - $317K
|
82.7K
$3.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12.7K+ 44.16% |
$595K - $613K
|
41.4K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
SELL
|
- |
-43.6K- 71.58% |
$2.04M - $2.1M
|
17.3K
$829K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-330- 3.17% |
$15.5K - $15.9K
|
10.1K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
252+ 1.97% |
$11.8K - $12.2K
|
13.1K
$625K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
767+ 3.78% |
$35.9K - $37K
|
21K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4.76K+ 7.6% |
$223K - $230K
|
67.4K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-92- 1.45% |
$4.31K - $4.44K
|
6.27K
$300K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.8K- 9.52% |
$599K - $618K
|
122K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 146.22% |
$487K - $502K
|
17.5K
$839K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-344- 6.47% |
$16.1K - $16.6K
|
4.97K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.23KNew |
$198K - $204K
|
4.23K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.29K+ 67.27% |
$107K - $110K
|
5.69K
$273K
|
|