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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
82+ 1.48% |
$3.79K - $4.01K
|
5.62K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
80+ 0.98% |
$3.69K - $3.91K
|
8.21K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
70+ 1.62% |
$3.23K - $3.42K
|
4.38K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
69New |
$3.19K - $3.38K
|
69
$3.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64New |
$2.96K - $3.13K
|
64
$2.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 0.99% |
$2.86K - $3.03K
|
6.32K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 0.88% |
$2.77K - $2.94K
|
6.89K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
56+ 0.99% |
$2.59K - $2.74K
|
5.72K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
53+ 0.22% |
$2.45K - $2.59K
|
23.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$2.4K - $2.54K
|
52
$2.41K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 0.5% |
$2.17K - $2.3K
|
9.54K
$443K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
46+ 3.92% |
$2.12K - $2.25K
|
1.22K
$56.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$2.03K - $2.15K
|
14.3K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.45% |
$1.57K - $1.66K
|
7.61K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
29+ 0.2% |
$1.34K - $1.42K
|
14.3K
$663K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 0.96% |
$785 - $832
|
1.79K
$82.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
13+ 3.33% |
$600 - $636
|
403
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 1.81% |
$462 - $489
|
564
$26.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 1.22% |
$462 - $489
|
827
$38.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.96% |
$369 - $391
|
844
$39.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$231 - $245
|
6.79K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.84% |
$185 - $196
|
480
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 1.0% |
$92.4 - $97.8
|
203
$9.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.0% |
$92.4 - $97.8
|
98.1K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$92.4 - $97.8
|
4.54K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
264K+ 5517.56% |
$12.1M - $12.4M
|
269K
$12.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.7KNew |
$4.46M - $4.59M
|
97.7K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.8K+ 484.27% |
$3.14M - $3.24M
|
83K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8K+ 6272.8% |
$2.27M - $2.34M
|
50.6K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9K+ 304.59% |
$1.45M - $1.5M
|
42.3K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$630K - $648K
|
13.8K
$640K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11.7K+ 2.13% |
$534K - $550K
|
561K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.92KNew |
$407K - $419K
|
8.92K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.32K+ 68.49% |
$334K - $344K
|
18K
$835K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.05KNew |
$322K - $331K
|
7.05K
$327K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.64KNew |
$212K - $218K
|
4.64K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$198K - $204K
|
4.35K
$202K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.89KNew |
$86.1K - $88.7K
|
1.89K
$87.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.03KNew |
$47K - $48.4K
|
1.03K
$47.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.03K+ 9.26% |
$46.8K - $48.2K
|
12.1K
$561K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
658+ 13.06% |
$30K - $30.9K
|
5.7K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
614New |
$28K - $28.9K
|
614
$28.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
541New |
$24.7K - $25.4K
|
541
$25.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
471+ 1.64% |
$21.5K - $22.1K
|
29.2K
$1.36M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
391New |
$17.8K - $18.4K
|
391
$18.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
387+ 4.46% |
$17.7K - $18.2K
|
9.06K
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
375+ 6.3% |
$17.1K - $17.6K
|
6.33K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
351+ 1.94% |
$16K - $16.5K
|
18.5K
$858K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
328+ 5.77% |
$15K - $15.4K
|
6.01K
$279K
|
|