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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.65K+ 3.53% |
$123K - $129K
|
77.7K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.34K+ 4.31% |
$109K - $114K
|
56.7K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.29K+ 16.17% |
$106K - $111K
|
16.5K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.25K+ 0.54% |
$104K - $109K
|
417K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 10.57% |
$101K - $106K
|
22.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 5.69% |
$97.2K - $102K
|
39K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.05K+ 39.22% |
$95K - $99.7K
|
7.28K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 16.97% |
$89.4K - $93.8K
|
13.3K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.89K+ 4.44% |
$87.6K - $91.9K
|
44.4K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.84KNew |
$85.2K - $89.4K
|
1.84K
$86.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 0.58% |
$84.6K - $88.8K
|
318K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.79K+ 6.33% |
$82.8K - $86.9K
|
30.1K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.78K+ 10.93% |
$82.5K - $86.5K
|
18.1K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$79.9K - $83.8K
|
1.72K
$80.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 33.58% |
$75.1K - $78.7K
|
6.45K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 62.17% |
$74.2K - $77.9K
|
4.18K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.58K+ 4.03% |
$73K - $76.5K
|
40.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.53KNew |
$70.7K - $74.2K
|
1.53K
$71.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.42K+ 2.34% |
$65.6K - $68.8K
|
61.9K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2KNew |
$55.6K - $58.3K
|
1.2K
$56.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 9.53% |
$54.9K - $57.6K
|
13.6K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.12K+ 4.21% |
$52K - $54.6K
|
27.8K
$1.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 16.18% |
$50.5K - $52.9K
|
7.82K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 7.17% |
$46.5K - $48.8K
|
15K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
986+ 8.61% |
$45.7K - $47.9K
|
12.4K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
970+ 11.54% |
$44.9K - $47.1K
|
9.38K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
965+ 5.66% |
$44.7K - $46.9K
|
18K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
937New |
$43.4K - $45.5K
|
937
$44K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
892+ 9.35% |
$41.3K - $43.4K
|
10.4K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
857+ 18.48% |
$39.7K - $41.7K
|
5.49K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
793+ 15.42% |
$36.7K - $38.5K
|
5.94K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
772+ 3.14% |
$35.8K - $37.5K
|
25.4K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
764+ 5.36% |
$35.4K - $37.1K
|
15K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
735+ 13.07% |
$34.1K - $35.7K
|
6.36K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
696+ 2.23% |
$32.2K - $33.8K
|
31.9K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
644New |
$29.8K - $31.3K
|
644
$30.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
636+ 4.73% |
$29.5K - $30.9K
|
14.1K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
628+ 5.67% |
$29.1K - $30.5K
|
11.7K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
570+ 3.01% |
$26.4K - $27.7K
|
19.5K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
548New |
$25.4K - $26.6K
|
548
$25.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
528New |
$24.5K - $25.7K
|
528
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
525+ 8.47% |
$24.3K - $25.5K
|
6.73K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
521+ 1.3% |
$24.1K - $25.3K
|
40.7K
$1.91M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
505+ 1.27% |
$23.4K - $24.5K
|
40.2K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
493+ 9.84% |
$22.8K - $24K
|
5.5K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
491New |
$22.7K - $23.9K
|
491
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
445+ 0.84% |
$20.6K - $21.6K
|
53.6K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443New |
$20.5K - $21.5K
|
443
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
433+ 3.63% |
$20.1K - $21K
|
12.3K
$579K
|