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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
279New |
$12.7K - $13.1K
|
279
$12.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 8.11% |
$11.4K - $11.8K
|
3.33K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
64+ 3.87% |
$2.92K - $3.01K
|
1.72K
$79.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 173.33% |
$1.19K - $1.22K
|
41
$1.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16New |
$730 - $752
|
16
$742
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 3.31% |
$228 - $235
|
156
$7.24K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.3KNew |
$943K - $967K
|
20.3K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 76.96% |
$747K - $767K
|
36.9K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.69% |
$714K - $733K
|
147K
$6.8M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$504K - $517K
|
10.8K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$361K - $371K
|
7.77K
$360K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43KNew |
$299K - $307K
|
6.43K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.39KNew |
$297K - $305K
|
6.39K
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75KNew |
$221K - $227K
|
4.75K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37KNew |
$203K - $208K
|
4.37K
$203K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.69K+ 71.01% |
$172K - $176K
|
8.89K
$413K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 71.23% |
$145K - $149K
|
7.5K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.28K+ 36.13% |
$106K - $109K
|
8.59K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 39.69% |
$56.7K - $58.2K
|
4.29K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.05K+ 8.25% |
$48.9K - $50.2K
|
13.8K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
411+ 137.0% |
$19.1K - $19.6K
|
711
$33K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
318+ 5.69% |
$14.8K - $15.2K
|
5.91K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
314+ 13.88% |
$14.6K - $15K
|
2.58K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 4.83% |
$10.6K - $10.9K
|
4.95K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
220New |
$10.2K - $10.5K
|
220
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 46.67% |
$8.14K - $8.35K
|
550
$25.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
153New |
$7.12K - $7.3K
|
153
$7.1K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
140+ 2.89% |
$6.52K - $6.68K
|
4.98K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 74.07% |
$3.72K - $3.82K
|
188
$8.72K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 10.87% |
$1.4K - $1.43K
|
306
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.64% |
$1.35K - $1.38K
|
4.53K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.01% |
$140 - $143
|
35.4K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$93.1 - $95.5
|
2
$92.8
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45KNew |
$1.98M - $2.16M
|
45K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.3K+ 109.59% |
$1.43M - $1.55M
|
61.8K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
20.6K+ 46.31% |
$907K - $985K
|
65K
$3.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
13.9KNew |
$613K - $665K
|
13.9K
$644K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.79KNew |
$343K - $373K
|
7.79K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$305K - $332K
|
6.92K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.35KNew |
$280K - $304K
|
6.35K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.35K+ 84.24% |
$236K - $257K
|
11.7K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.54K+ 64.56% |
$200K - $218K
|
11.6K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.25KNew |
$188K - $204K
|
4.25K
$197K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.96K+ 9262.5% |
$131K - $142K
|
3K
$139K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 4.82% |
$126K - $137K
|
62.1K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.22K+ 20.38% |
$98.1K - $107K
|
13.1K
$609K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11KNew |
$48.8K - $53K
|
1.11K
$51.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
951+ 3.69% |
$42K - $45.6K
|
26.7K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
434+ 7.79% |
$19.1K - $20.8K
|
6K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
417New |
$18.4K - $20K
|
417
$19.3K
|
|