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
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
54
New
$2.5K - $2.62K
54 $2.51K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
40
+ 0.22%
$1.86K - $1.94K
18.6K $865K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
38
+ 0.06%
$1.76K - $1.85K
63.6K $2.95M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
38
+ 0.06%
$1.76K - $1.85K
63.6K $2.95M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

BUY
 -
32
+ 22.22%
$1.48K - $1.55K
176 $8.17K
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
30
+ 0.29%
$1.39K - $1.46K
10.4K $481K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
24
New
$1.11K - $1.17K
24 $1.11K
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
18
+ 0.49%
$835 - $874
3.71K $172K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
16
+ 14.81%
$742 - $777
124 $5.76K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
15
New
$696 - $728
15 $696
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
5
+ 0.23%
$232 - $243
2.21K $103K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
2
+ 0.44%
$92.8 - $97.1
455 $21.1K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
2
New
$92.8 - $97.1
2 $92.8
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-1
- 1.02%
$46.4 - $48.6
97 $4.5K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-20
- 0.26%
$928 - $971
7.56K $351K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-22
- 0.32%
$1.02K - $1.07K
6.79K $315K
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

SELL
 -
-47
- 0.87%
$2.18K - $2.28K
5.38K $250K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

SELL
 -
-53
- 0.36%
$2.46K - $2.57K
14.7K $682K
May 15, 2023 Q1 2023
Falcon Wealth Planning

SELL
 -
-90
- 1.77%
$4.17K - $4.37K
4.99K $232K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

SELL
 -
-98
- 1.47%
$4.55K - $4.76K
6.55K $304K
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

SELL
 -
-138
- 0.85%
$6.4K - $6.7K
16K $745K
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

SELL
 -
-184
- 1.92%
$8.53K - $8.94K
9.39K $436K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-203
- 1.36%
$9.42K - $9.86K
14.8K $685K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

SELL
 -
-250
- 2.31%
$11.6K - $12.1K
10.6K $491K
Apr 21, 2023 Q1 2023
Financial Management Network Inc

SELL
 -
-254
- 2.03%
$11.8K - $12.3K
12.2K $568K
Apr 07, 2023 Q1 2023
Trust CO

SELL
 -
-434
- 3.0%
$20.1K - $21.1K
14.1K $652K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-455
- 23.69%
$21.1K - $22.1K
1.47K $68.1K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-501
- 44.49%
$23.2K - $24.3K
625 $29K
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-736
- 99.86%
$34.1K - $35.7K
1 $46.4
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-748
- 3.95%
$34.7K - $36.3K
18.2K $845K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-749
Closed
$34.7K - $36.4K
0 $0
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-771
- 2.37%
$35.8K - $37.4K
31.8K $1.47M
May 10, 2023 Q1 2023
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-809
- 1.6%
$37.5K - $39.3K
49.9K $2.32M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

SELL
 -
-872
- 84.66%
$40.4K - $42.3K
158 $7.33K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1.11K
- 1.53%
$51.4K - $53.8K
71.1K $3.3M
May 09, 2023 Q1 2023
Spire Wealth Management

SELL
 -
-1.27K
- 25.09%
$58.7K - $61.5K
3.78K $175K
May 01, 2023 Q1 2023
Gen Trust, LLC

SELL
 -
-1.31K
- 5.37%
$60.9K - $63.7K
23.1K $1.07M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-1.32K
- 6.3%
$61.3K - $64.2K
19.7K $912K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

SELL
 -
-1.36K
- 51.48%
$62.8K - $65.8K
1.28K $59.3K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.44K
- 9.37%
$66.6K - $69.8K
13.9K $645K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

SELL
 -
-1.62K
- 9.66%
$74.9K - $78.4K
15.1K $701K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
SELL
 -
-1.62K
- 9.66%
$74.9K - $78.4K
15.1K $701K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-1.68K
- 66.83%
$77.8K - $81.5K
833 $38.7K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.9K
- 7.23%
$88.1K - $92.3K
24.4K $1.13M
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

SELL
 -
-2.1K
- 24.56%
$97.4K - $102K
6.45K $299K
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-2.13K
- 4.07%
$98.6K - $103K
50.1K $2.32M
Sep 01, 2023 Q1 2023
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-2.5K
- 27.61%
$116K - $122K
6.56K $305K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.58K
- 10.55%
$120K - $125K
21.9K $1.02M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

SELL
 -
-2.8K
- 23.37%
$130K - $136K
9.19K $426K

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