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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.72K- 4.82% |
$451K - $464K
|
192K
$9.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8K- 44.44% |
$371K - $382K
|
10K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6.77KNew |
$314K - $323K
|
6.77K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13KNew |
$238K - $245K
|
5.13K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.8KNew |
$223K - $229K
|
4.8K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-531- 3.02% |
$24.6K - $25.3K
|
17.1K
$818K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$2.74K - $2.81K
|
59
$2.83K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-35- 16.28% |
$1.62K - $1.67K
|
180
$8.62K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.37% |
$5.43K - $5.58K
|
4.83K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.9K- 51.49% |
$1.2M - $1.24M
|
24.4K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
402+ 3.84% |
$18.7K - $19.2K
|
10.9K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 30.56% |
$164K - $169K
|
8.04K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
89+ 1.66% |
$4.13K - $4.25K
|
5.45K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$139 - $143
|
14.5K
$694K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 42.65% |
$16.2K - $16.6K
|
1.16K
$55.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.33K- 1.7% |
$61.8K - $63.5K
|
76.9K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 1.98% |
$7.43K - $7.63K
|
7.92K
$379K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 62.15% |
$11.2K - $11.6K
|
148
$7.09K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
140New |
$6.43K - $6.66K
|
140
$6.71K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
206+ 41.96% |
$9.46K - $9.8K
|
697
$33.4K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 2.71% |
$77.1K - $79.9K
|
63.6K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.74% |
$2.3K - $2.38K
|
6.78K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.7KNew |
$354K - $366K
|
7.7K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
30KNew |
$1.38M - $1.43M
|
30K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-708- 4.15% |
$32.5K - $33.7K
|
16.3K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88K+ 62.72% |
$316K - $328K
|
17.9K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
145+ 8.44% |
$6.66K - $6.9K
|
1.86K
$89.2K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
3.5K+ 55.34% |
$161K - $167K
|
9.83K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.77K+ 49.1% |
$311K - $322K
|
20.6K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$237K - $245K
|
5.15K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
747New |
$34.3K - $35.5K
|
747
$35.8K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 17.02% |
$49.7K - $51.5K
|
5.27K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.47K- 44.99% |
$159K - $165K
|
4.25K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$223K - $231K
|
4.85K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
333+ 2.58% |
$15.3K - $15.8K
|
13.2K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75K+ 22.7% |
$126K - $131K
|
14.8K
$711K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-969- 39.12% |
$44.5K - $46.1K
|
1.51K
$72.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
447New |
$20.5K - $21.3K
|
447
$21.4K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.23K- 16.64% |
$56.3K - $58.3K
|
6.14K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.84K+ 58.09% |
$268K - $278K
|
15.9K
$761K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
425New |
$19.5K - $20.2K
|
425
$20.4K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-79- 82.29% |
$3.63K - $3.76K
|
17
$814
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176New |
$8.08K - $8.37K
|
176
$8.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 4.41% |
$13.9K - $14.4K
|
6.56K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.06% |
$138 - $143
|
5.27K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.98KNew |
$458K - $475K
|
9.98K
$478K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-156- 3.15% |
$7.16K - $7.42K
|
4.8K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$814
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
677+ 28.17% |
$31.1K - $32.2K
|
3.08K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 8.18% |
$98.9K - $102K
|
24.2K
$1.16M
|
|