Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-67.7K- 45.94% |
$3.11M - $3.22M
|
79.7K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25.8K- 33.88% |
$1.18M - $1.23M
|
50.3K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.7K- 10.94% |
$1.14M - $1.18M
|
202K
$9.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.3K- 10.09% |
$473K - $490K
|
91.8K
$4.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 10.96% |
$394K - $408K
|
69.7K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.38K- 3.43% |
$339K - $351K
|
208K
$9.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.88K- 97.89% |
$316K - $327K
|
148
$6.94K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.2K- 7.09% |
$193K - $200K
|
55.1K
$2.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 19.24% |
$159K - $164K
|
14.5K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.23K- 1.15% |
$102K - $106K
|
192K
$9.01M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.26K- 5.05% |
$58K - $60.1K
|
23.8K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-657- 7.72% |
$30.2K - $31.3K
|
7.86K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-542- 10.35% |
$24.9K - $25.8K
|
4.69K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-521- 7.19% |
$23.9K - $24.8K
|
6.73K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-470- 3.13% |
$21.6K - $22.4K
|
14.5K
$682K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-163- 3.41% |
$7.48K - $7.76K
|
4.62K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-115- 1.76% |
$5.28K - $5.47K
|
6.43K
$302K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-112- 0.47% |
$5.14K - $5.33K
|
23.8K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-96- 9.08% |
$4.41K - $4.57K
|
961
$45.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-82- 0.43% |
$3.77K - $3.9K
|
18.8K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-35- 0.29% |
$1.61K - $1.67K
|
11.8K
$555K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-542K- 47.14% |
$25.1M - $26.3M
|
608K
$28.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176K- 2.44% |
$8.16M - $8.56M
|
7.05M
$331M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-158K- 31.79% |
$7.31M - $7.66M
|
338K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-62.8K- 74.17% |
$2.91M - $3.05M
|
21.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.8K- 5.52% |
$2.45M - $2.57M
|
903K
$42.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-44.1K- 79.04% |
$2.04M - $2.14M
|
11.7K
$548K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-31.8K- 17.4% |
$1.47M - $1.55M
|
151K
$7.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-28K- 31.49% |
$1.3M - $1.36M
|
60.9K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-21K- 40.5% |
$971K - $1.02M
|
30.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.9K- 58.99% |
$966K - $1.01M
|
14.5K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 2.16% |
$526K - $552K
|
515K
$24.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.6K- 39.52% |
$490K - $514K
|
16.2K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.2K- 36.09% |
$474K - $498K
|
18.1K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.74K- 3.15% |
$451K - $473K
|
300K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.19K- 7.42% |
$287K - $301K
|
77.3K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 15.1% |
$283K - $297K
|
34.4K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.6% |
$259K - $272K
|
209K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.56K- 6.19% |
$258K - $270K
|
84.2K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.28K- 40.9% |
$245K - $257K
|
7.63K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 4.17% |
$215K - $226K
|
107K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.37K- 52.27% |
$202K - $212K
|
3.99K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.43K- 27.78% |
$159K - $166K
|
8.9K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 16.35% |
$140K - $147K
|
15.5K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.99K- 1.58% |
$138K - $145K
|
186K
$8.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 3.77% |
$138K - $145K
|
76K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.83K- 38.99% |
$131K - $138K
|
4.43K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.75K- 4.26% |
$127K - $134K
|
61.8K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.68K- 1.41% |
$124K - $130K
|
188K
$8.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.66K- 95.92% |
$123K - $129K
|
113
$5.3K
|
|