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 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
11.1K+ 3.02% |
$522K - $537K
|
380K
$18.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160K+ 43.8% |
$7.5M - $7.73M
|
526K
$25.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
597K+ 8.03% |
$28M - $28.8M
|
8.03M
$384M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-917- 2.05% |
$43K - $44.3K
|
43.8K
$2.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58.3K+ 138.9% |
$2.73M - $2.82M
|
100K
$4.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-19- 0.1% |
$890 - $917
|
19.2K
$920K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-64- 1.26% |
$3K - $3.09K
|
5K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-464- 6.78% |
$21.7K - $22.4K
|
6.38K
$305K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
655New |
$30.7K - $31.6K
|
655
$31.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
776+ 6.62% |
$36.4K - $37.5K
|
12.5K
$599K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
201+ 1.45% |
$9.42K - $9.7K
|
14.1K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.23K+ 4.28% |
$432K - $445K
|
225K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
11.3KNew |
$528K - $544K
|
11.3K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.31K- 1.1% |
$61.2K - $63K
|
118K
$5.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-99- 1.18% |
$4.64K - $4.78K
|
8.29K
$397K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.39K- 7.16% |
$159K - $164K
|
44K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-144- 1.19% |
$6.75K - $6.95K
|
11.9K
$571K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 2.43% |
$146K - $151K
|
125K
$6.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.96K+ 10.69% |
$139K - $143K
|
30.7K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.26K+ 2.11% |
$200K - $206K
|
207K
$9.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-114- 1.21% |
$5.34K - $5.5K
|
9.31K
$446K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.23K+ 59.8% |
$198K - $204K
|
11.3K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 8.81% |
$528K - $544K
|
139K
$6.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.73K- 6.31% |
$80.8K - $83.3K
|
25.6K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
945+ 15.61% |
$44.3K - $45.6K
|
7K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.4K+ 22.12% |
$816K - $840K
|
96.1K
$4.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
1.1K+ 6.69% |
$51.5K - $53K
|
17.5K
$838K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.47K+ 7.4% |
$116K - $119K
|
35.8K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-67- 0.58% |
$3.14K - $3.23K
|
11.5K
$553K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
164+ 1.3% |
$7.69K - $7.92K
|
12.8K
$611K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
400+ 4.17% |
$18.7K - $19.3K
|
9.99K
$479K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
859+ 2.24% |
$40.3K - $41.5K
|
39.1K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.28K+ 6.49% |
$59.7K - $61.5K
|
20.9K
$1M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.77KNew |
$270K - $278K
|
5.77K
$276K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.96K+ 8.48% |
$92K - $94.8K
|
25.1K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-106- 2.37% |
$4.97K - $5.12K
|
4.37K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-222- 36.39% |
$10.4K - $10.7K
|
388
$18.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 10.44% |
$522K - $538K
|
118K
$5.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
108KNew |
$5.05M - $5.2M
|
108K
$5.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
303K+ 3807.78% |
$14.2M - $14.6M
|
311K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-176- 3.89% |
$8.25K - $8.5K
|
4.34K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
89.9K+ 11.09% |
$4.21M - $4.34M
|
901K
$43.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
30KNew |
$1.4M - $1.45M
|
30K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
119New |
$5.58K - $5.74K
|
119
$5.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 1.08% |
$281 - $290
|
563
$27K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
61+ 0.79% |
$2.86K - $2.94K
|
7.78K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.5KNew |
$634K - $653K
|
13.5K
$648K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87M- 32.13% |
$87.6M - $90.3M
|
3.95M
$189M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
487+ 8.58% |
$22.8K - $23.5K
|
6.16K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$281 - $290
|
6
$287
|
|