Purchases and Sales Made in Q1 2023 in Ishares Esg Aware U.S. Aggrega (EAGG)
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 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.85K- 29.45% |
$132K - $139K
|
6.84K
$317K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.86K- 20.67% |
$133K - $139K
|
11K
$510K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.83K- 11.78% |
$178K - $186K
|
28.7K
$1.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-4.02K- 11.35% |
$186K - $195K
|
31.4K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 9.64% |
$201K - $210K
|
40.6K
$1.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.49K- 23.26% |
$208K - $218K
|
14.8K
$688K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 67.87% |
$215K - $225K
|
2.2K
$102K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.66K- 61.61% |
$216K - $226K
|
2.9K
$135K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.87K- 17.15% |
$226K - $237K
|
23.5K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.91K- 31.52% |
$228K - $238K
|
10.7K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.27K- 32.33% |
$244K - $256K
|
11K
$512K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.32K- 36.25% |
$247K - $258K
|
9.35K
$434K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.33K- 24.03% |
$247K - $259K
|
16.8K
$782K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.27K- 92.53% |
$291K - $305K
|
506
$23.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.55K- 18.31% |
$304K - $318K
|
29.2K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-8.66K- 62.11% |
$402K - $421K
|
5.29K
$245K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.1K- 23.15% |
$467K - $488K
|
33.4K
$1.55M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.7K- 84.2% |
$497K - $520K
|
2.01K
$93.3K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.2K- 39.19% |
$751K - $786K
|
25.1K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.4K- 69.62% |
$851K - $891K
|
8.01K
$372K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.3K- 67.02% |
$1.04M - $1.08M
|
11K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-23.8K- 35.13% |
$1.1M - $1.15M
|
43.9K
$2.04M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-36.7K- 71.36% |
$1.7M - $1.78M
|
14.7K
$684K
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-40.8K- 45.46% |
$1.89M - $1.98M
|
49K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-40.9K- 40.88% |
$1.9M - $1.99M
|
59.1K
$2.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-89.6K- 53.4% |
$4.16M - $4.35M
|
78.2K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-183K- 94.26% |
$8.49M - $8.89M
|
11.1K
$517K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-606K- 33.31% |
$28.1M - $29.4M
|
1.21M
$56.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-606K- 33.31% |
$28.1M - $29.4M
|
1.21M
$56.3M
|