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 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.07K+ 2.78% |
$378K - $390K
|
298K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
417+ 7.26% |
$19.5K - $20.1K
|
6.16K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
116+ 13.17% |
$5.44K - $5.6K
|
997
$47.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
227+ 0.95% |
$10.6K - $11K
|
24.2K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
45+ 0.28% |
$2.11K - $2.17K
|
15.8K
$759K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.54K+ 2.06% |
$166K - $171K
|
176K
$8.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
168+ 2.43% |
$7.87K - $8.11K
|
7.08K
$339K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.06K+ 3.33% |
$190K - $196K
|
126K
$6.03M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
130+ 2.72% |
$6.09K - $6.28K
|
4.9K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.98K- 7.91% |
$140K - $144K
|
34.7K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
281+ 6.04% |
$13.2K - $13.6K
|
4.94K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-220- 3.45% |
$10.3K - $10.6K
|
6.15K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.12% |
$1.36K - $1.4K
|
24.7K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.54K+ 2.83% |
$71.9K - $74.1K
|
55.8K
$2.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.78K- 2.11% |
$83.2K - $85.7K
|
82.5K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29+ 0.63% |
$1.36K - $1.4K
|
4.63K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
779+ 51.18% |
$36.5K - $37.6K
|
2.3K
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
62New |
$2.91K - $2.99K
|
62
$2.97K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-196- 3.2% |
$9.18K - $9.46K
|
5.94K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.81K+ 8.03% |
$84.6K - $87.2K
|
24.3K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-691- 7.13% |
$32.4K - $33.4K
|
9K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
824+ 5.45% |
$38.6K - $39.8K
|
15.9K
$764K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.48KNew |
$257K - $264K
|
5.48K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
43+ 0.98% |
$2.01K - $2.08K
|
4.41K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.3K+ 11.66% |
$625K - $644K
|
128K
$6.12M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.43KNew |
$208K - $214K
|
4.43K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.76K+ 5.56% |
$176K - $181K
|
71.4K
$3.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-95- 1.67% |
$4.45K - $4.59K
|
5.6K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.66K+ 3.65% |
$406K - $418K
|
246K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 10.89% |
$2.81K - $2.9K
|
491
$23.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.5K+ 4.3% |
$398K - $410K
|
206K
$9.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80.2K- 49.96% |
$3.76M - $3.87M
|
80.3K
$3.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2KNew |
$93.7K - $96.5K
|
2K
$95.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50.2K- 5.98% |
$2.35M - $2.42M
|
789K
$37.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.12K+ 42.81% |
$52.4K - $54K
|
3.73K
$179K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.22K+ 6.63% |
$104K - $107K
|
35.7K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
187+ 1.72% |
$8.76K - $9.03K
|
11.1K
$530K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 3.02% |
$743K - $765K
|
540K
$25.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.76K+ 4.31% |
$82.6K - $85.1K
|
42.6K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.7K+ 4.54% |
$220K - $227K
|
108K
$5.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.91KNew |
$136K - $140K
|
2.91K
$139K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-5.02K- 50.1% |
$235K - $242K
|
5K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
568+ 11.34% |
$26.6K - $27.4K
|
5.58K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.33K+ 2.0% |
$62.2K - $64.1K
|
67.6K
$3.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.99K- 7.09% |
$468K - $482K
|
131K
$6.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-345- 2.01% |
$16.2K - $16.7K
|
16.8K
$804K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 4.35% |
$93.7 - $96.5
|
48
$2.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.86K- 24.38% |
$87.3K - $89.9K
|
5.78K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$197K - $203K
|
4.2K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.54M - $1.59M
|
32.9K
$1.57M
|
|