Latest Institutional Purchases of Ishares Esg Aware U.S. Aggrega (EAGG)
This list provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 6.92% |
$616K - $634K
|
203K
$9.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 5.28% |
$613K - $631K
|
261K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 33.05% |
$608K - $627K
|
52.3K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12.7K+ 44.16% |
$595K - $613K
|
41.4K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
11.3KNew |
$528K - $544K
|
11.3K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 50.78% |
$527K - $543K
|
33.4K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 10.44% |
$522K - $538K
|
118K
$5.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
11.1K+ 3.02% |
$522K - $537K
|
380K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$498K - $513K
|
10.6K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 146.22% |
$487K - $502K
|
17.5K
$839K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 1.64% |
$442K - $455K
|
586K
$28M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.23K+ 4.28% |
$432K - $445K
|
225K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.66K+ 3.65% |
$406K - $418K
|
246K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.5K+ 4.3% |
$398K - $410K
|
206K
$9.88M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
8.49KNew |
$398K - $410K
|
8.49K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.07K+ 2.78% |
$378K - $390K
|
298K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.94K+ 10.22% |
$372K - $383K
|
85.6K
$4.1M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.91K+ 28.16% |
$371K - $382K
|
36K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.66KNew |
$359K - $370K
|
7.66K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.29K+ 48.41% |
$342K - $352K
|
22.4K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.24K+ 151.07% |
$339K - $350K
|
12K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.84KNew |
$320K - $330K
|
6.84K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 3.7% |
$315K - $325K
|
189K
$9.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.58K+ 8.64% |
$308K - $317K
|
82.7K
$3.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.27K+ 31.89% |
$294K - $303K
|
26K
$1.24M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.15K+ 84.66% |
$288K - $297K
|
13.4K
$643K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.98K+ 7.09% |
$280K - $289K
|
90.4K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.85KNew |
$274K - $283K
|
5.85K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.81K+ 9.22% |
$272K - $280K
|
68.8K
$3.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.77KNew |
$270K - $278K
|
5.77K
$276K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 38.72% |
$262K - $270K
|
20K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.48KNew |
$257K - $264K
|
5.48K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.17K+ 1.62% |
$242K - $250K
|
324K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.16K+ 1.53% |
$242K - $249K
|
343K
$16.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.91K+ 18.15% |
$230K - $237K
|
31.9K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.9KNew |
$230K - $237K
|
4.9K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4.76K+ 7.6% |
$223K - $230K
|
67.4K
$3.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 6.72% |
$222K - $229K
|
75.3K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.7KNew |
$220K - $227K
|
4.7K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.62KNew |
$216K - $223K
|
4.62K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.56KNew |
$213K - $220K
|
4.56K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.53K+ 13.59% |
$212K - $219K
|
37.9K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47KNew |
$209K - $216K
|
4.47K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 5.47% |
$208K - $214K
|
85.5K
$4.09M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.43KNew |
$208K - $214K
|
4.43K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.26K+ 2.11% |
$200K - $206K
|
207K
$9.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.23KNew |
$198K - $204K
|
4.23K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.23K+ 59.8% |
$198K - $204K
|
11.3K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$197K - $203K
|
4.2K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.17KNew |
$195K - $201K
|
4.17K
$200K
|
|