Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
9.29K+ 9.48% |
$443K - $478K
|
107K
$4.98M
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.24KNew |
$441K - $476K
|
9.24K
$429K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.85K+ 52.55% |
$422K - $456K
|
25.7K
$1.19M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
8.72K+ 3.48% |
$416K - $449K
|
259K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.62KNew |
$411K - $444K
|
8.62K
$400K
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.83K+ 18.49% |
$374K - $403K
|
50.2K
$2.33M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.28K+ 57.71% |
$347K - $375K
|
19.9K
$924K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.05K+ 9.92% |
$336K - $363K
|
78.1K
$3.62M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.81K+ 62.81% |
$325K - $350K
|
17.6K
$819K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.36K+ 6.93% |
$304K - $328K
|
98.2K
$4.56M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
6.25K+ 6.69% |
$298K - $322K
|
99.6K
$4.62M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
6.07K+ 31.13% |
$290K - $312K
|
25.6K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.98K+ 8.19% |
$285K - $308K
|
79K
$3.67M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.98K+ 72.27% |
$285K - $308K
|
14.3K
$662K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.86KNew |
$279K - $301K
|
5.86K
$272K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.71K+ 43.99% |
$272K - $294K
|
18.7K
$867K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.69K+ 29.8% |
$271K - $293K
|
24.8K
$1.15M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
5.67KNew |
$271K - $292K
|
5.67K
$263K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.63KNew |
$269K - $290K
|
5.63K
$261K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.29K+ 34.08% |
$253K - $272K
|
20.8K
$967K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
5.08KNew |
$242K - $261K
|
5.08K
$236K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.98KNew |
$237K - $256K
|
4.98K
$231K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.83KNew |
$230K - $248K
|
4.83K
$224K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.53KNew |
$216K - $233K
|
4.53K
$210K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.52K+ 110.0% |
$216K - $233K
|
8.63K
$400K
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.37KNew |
$209K - $225K
|
4.37K
$203K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.37KNew |
$208K - $225K
|
4.37K
$203K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.26KNew |
$203K - $219K
|
4.26K
$198K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.25KNew |
$203K - $218K
|
4.25K
$197K
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.2K+ 65.77% |
$200K - $216K
|
10.6K
$491K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.19KNew |
$200K - $216K
|
4.19K
$194K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.99K+ 3.47% |
$190K - $205K
|
119K
$5.52M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.57KNew |
$170K - $184K
|
3.57K
$166K
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
3.49K+ 23.76% |
$167K - $180K
|
18.2K
$845K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.38K+ 8.45% |
$161K - $174K
|
43.4K
$2.01M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.34K+ 2.07% |
$159K - $172K
|
165K
$7.64M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 13.35% |
$153K - $165K
|
27.3K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.8K+ 30.71% |
$134K - $144K
|
11.9K
$553K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.77K+ 13.37% |
$132K - $142K
|
23.5K
$1.09M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.63K+ 24.61% |
$126K - $136K
|
13.3K
$619K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.42K+ 4.62% |
$115K - $124K
|
54.7K
$2.54M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.36K+ 6.25% |
$113K - $121K
|
40.1K
$1.86M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.3KNew |
$109K - $118K
|
2.3K
$107K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 12.44% |
$102K - $110K
|
19.3K
$895K
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.99K+ 6.17% |
$94.7K - $102K
|
34.2K
$1.59M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92K+ 78.14% |
$91.6K - $98.8K
|
4.38K
$203K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92K+ 78.14% |
$91.6K - $98.8K
|
4.38K
$203K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.45K+ 17.92% |
$69K - $74.5K
|
9.52K
$442K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.44K+ 11.79% |
$68.6K - $74K
|
13.6K
$633K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.43K+ 25.92% |
$68.4K - $73.8K
|
6.96K
$323K
|