Purchases and Sales Made in Q1 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)

EAGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
16.1K
+ 187.53%
$749K - $784K
24.7K $1.15M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
16.1K
+ 43.56%
$748K - $783K
53.1K $2.47M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
16.1K
+ 33.24%
$746K - $781K
64.5K $2.99M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
15.8K
New
$735K - $769K
15.8K $735K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
15.7K
+ 14.81%
$730K - $765K
122K $5.67M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
15.7K
+ 3.22%
$730K - $764K
505K $23.4M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
15.3K
+ 5.36%
$707K - $741K
300K $13.9M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
14.2K
+ 180.56%
$658K - $689K
22K $1.02M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
14K
+ 22.97%
$651K - $682K
75.2K $3.49M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
13.7K
New
$633K - $663K
13.7K $634K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
12.8K
+ 80.33%
$594K - $622K
28.8K $1.34M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
12.2K
New
$567K - $594K
12.2K $568K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.8K
+ 12.26%
$546K - $571K
108K $5M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
11.7K
+ 2.64%
$544K - $569K
455K $21.1M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
11.7K
New
$543K - $569K
11.7K $544K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
11.7K
+ 261.65%
$541K - $567K
16.1K $749K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11.2K
+ 5763.92%
$519K - $543K
11.4K $528K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
11.1K
New
$514K - $538K
11.1K $515K
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
10.8K
New
$502K - $526K
10.8K $503K
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
10.7K
New
$495K - $519K
10.7K $496K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
10.4K
New
$481K - $504K
10.4K $482K
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
10.1K
New
$469K - $491K
10.1K $470K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
9.87K
New
$458K - $479K
9.87K $458K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
9.42K
+ 24.26%
$437K - $457K
48.2K $2.24M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.22K
+ 60.8%
$428K - $448K
24.4K $1.13M
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
8.12K
+ 35.42%
$376K - $394K
31K $1.44M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.94K
+ 20.18%
$368K - $386K
47.3K $2.2M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
7.87K
New
$365K - $382K
7.87K $365K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
7.81K
New
$362K - $379K
7.81K $362K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
7.81K
New
$362K - $379K
7.81K $362K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
7.09K
+ 1.28%
$329K - $344K
560K $26M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
7.01K
+ 2538.04%
$325K - $340K
7.28K $338K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.94K
New
$322K - $337K
6.94K $322K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.62K
New
$307K - $322K
6.62K $307K
Apr 18, 2023 Q1 2023
Richard P Slaughter Associates Inc

BUY
 -
6.57K
+ 98.71%
$305K - $319K
13.2K $614K
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
6.55K
+ 10.55%
$304K - $318K
68.7K $3.19M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
6.23K
+ 43.96%
$289K - $303K
20.4K $948K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
6.23K
+ 886.2%
$289K - $303K
6.93K $322K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
6.17K
New
$286K - $299K
6.17K $286K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
5.9K
+ 3.3%
$274K - $287K
185K $8.57M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.68K
+ 5.85%
$263K - $276K
103K $4.77M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
5.66K
New
$263K - $275K
5.66K $263K
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
5.65K
+ 65.0%
$262K - $275K
14.4K $666K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
5.52K
New
$256K - $268K
5.52K $256K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
5.45K
New
$253K - $265K
5.45K $253K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
5.31K
+ 5.12%
$246K - $258K
109K $5.06M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.25K
+ 50.28%
$243K - $255K
15.7K $728K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.24K
New
$243K - $255K
5.24K $243K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
5.13K
New
$238K - $249K
5.13K $238K

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