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 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-105- 0.52% |
$4.92K - $5.07K
|
20K
$958K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.3K- 1.53% |
$482K - $496K
|
662K
$31.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.34K+ 5.99% |
$110K - $113K
|
41.4K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-310- 1.44% |
$14.5K - $15K
|
21.2K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.38% |
$93.7 - $96.5
|
147
$7.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-196- 2.28% |
$9.18K - $9.46K
|
8.39K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 6.25% |
$30.9K - $31.8K
|
11.2K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
662+ 1.99% |
$31K - $32K
|
33.9K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.85KNew |
$181K - $186K
|
3.85K
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.48K- 14.95% |
$69.5K - $71.6K
|
8.43K
$404K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 6.15% |
$184K - $190K
|
67.8K
$3.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
645+ 2.7% |
$30.2K - $31.1K
|
24.5K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 2.16% |
$59.3K - $61.1K
|
59.9K
$2.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.07K+ 4.73% |
$50K - $51.5K
|
23.6K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.85K- 16.15% |
$133K - $137K
|
14.8K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-131KClosed |
$6.12M - $6.31M
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.6K- 11.0% |
$1.15M - $1.19M
|
199K
$9.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.05K+ 2.67% |
$49.4K - $50.9K
|
40.5K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59+ 1.01% |
$2.76K - $2.85K
|
5.93K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
118+ 2.12% |
$5.53K - $5.7K
|
5.68K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.5% |
$3.14K - $3.23K
|
13.2K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-987- 3.18% |
$46.3K - $47.6K
|
30.1K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.53K+ 13.59% |
$212K - $219K
|
37.9K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
52+ 6.28% |
$2.44K - $2.51K
|
880
$42.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.27K+ 31.89% |
$294K - $303K
|
26K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
239+ 12.68% |
$11.2K - $11.5K
|
2.12K
$102K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 1.64% |
$442K - $455K
|
586K
$28M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
50+ 8.87% |
$2.34K - $2.41K
|
614
$29.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.84KNew |
$320K - $330K
|
6.84K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
156+ 1.01% |
$7.31K - $7.53K
|
15.7K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-347- 2.04% |
$16.3K - $16.7K
|
16.6K
$797K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 64.89% |
$511K - $527K
|
5.9K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.17% |
$93.7 - $96.5
|
173
$8.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$46.9 - $48.3
|
730
$35K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-482- 66.21% |
$22.6K - $23.3K
|
246
$11.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
14.8KNew |
$694K - $715K
|
14.8K
$710K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2- 0.01% |
$93.7 - $96.5
|
16.1K
$771K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
233+ 3.11% |
$10.9K - $11.2K
|
7.72K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
3+ 0.35% |
$141 - $145
|
859
$41.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.09KNew |
$332K - $342K
|
7.09K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
634+ 5.49% |
$29.7K - $30.6K
|
12.2K
$584K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44+ 0.91% |
$2.06K - $2.12K
|
4.9K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.1K+ 32.59% |
$894K - $921K
|
77.7K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-825- 15.15% |
$38.7K - $39.8K
|
4.62K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
423+ 6.29% |
$19.8K - $20.4K
|
7.15K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.62KNew |
$216K - $223K
|
4.62K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9.12K+ 42.37% |
$427K - $440K
|
30.6K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
55+ 1.09% |
$2.58K - $2.65K
|
5.1K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 2.08% |
$703 - $724
|
737
$35.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-643- 12.07% |
$30.1K - $31K
|
4.69K
$224K
|
|