Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.62M
+ 64.81%
$76M - $78.4M
4.11M $191M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
218K
+ 8.37%
$10.2M - $10.6M
2.82M $131M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
215K
+ 1.43%
$10.1M - $10.4M
15.3M $709M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
193K
+ 4.43%
$9.06M - $9.34M
4.55M $211M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
173K
+ 2.85%
$8.13M - $8.38M
6.24M $290M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
137K
+ 34.92%
$6.42M - $6.62M
528K $24.5M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
135K
New
$6.36M - $6.56M
135K $6.29M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
132K
New
$6.18M - $6.37M
132K $6.1M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
109K
+ 6.31%
$5.12M - $5.28M
1.84M $85.3M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
92.7K
+ 14.14%
$4.35M - $4.49M
748K $34.7M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
72.3K
New
$3.39M - $3.5M
72.3K $3.35M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
63.3K
+ 625.86%
$2.98M - $3.07M
73.4K $3.41M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
59.1K
+ 85.46%
$2.78M - $2.86M
128K $5.95M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
51.9K
+ 23.49%
$2.44M - $2.52M
273K $12.7M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
43.5K
New
$2.04M - $2.11M
43.5K $2.02M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
40.3K
+ 24.96%
$1.89M - $1.95M
202K $9.35M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
37.1K
+ 14.6%
$1.74M - $1.8M
291K $13.5M
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
35.5K
+ 55.08%
$1.67M - $1.72M
100K $4.64M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
33.2K
+ 322.91%
$1.56M - $1.61M
43.5K $2.02M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
31.4K
+ 12.67%
$1.48M - $1.52M
279K $13M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
31.1K
+ 4.24%
$1.46M - $1.51M
766K $35.5M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
30.8K
+ 673.82%
$1.45M - $1.49M
35.4K $1.64M
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
30.3K
+ 5.41%
$1.42M - $1.47M
591K $27.4M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
28.7K
+ 98.22%
$1.35M - $1.39M
58K $2.69M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
27.1K
+ 387.64%
$1.27M - $1.31M
34.1K $1.58M
Mar 11, 2024 Q2 2023
Nepc LLC

Boston, MA
BUY
 -
27K
+ 14.74%
$1.27M - $1.31M
210K $9.74M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
26.6K
+ 15.01%
$1.25M - $1.29M
204K $9.45M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
24.6K
New
$1.16M - $1.19M
24.6K $1.14M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
22.7K
+ 21.09%
$1.07M - $1.1M
130K $6.05M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
21.7K
+ 12.14%
$1.02M - $1.05M
201K $9.32M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
21.1K
+ 39.79%
$993K - $1.02M
74.3K $3.45M
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
19.3K
New
$907K - $935K
19.3K $896K
Jul 17, 2023 Q2 2023
Brewster Financial Planning LLC

BUY
 -
18.4K
+ 353.43%
$862K - $889K
23.6K $1.09M
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
17.6K
New
$826K - $851K
17.6K $815K
Jul 31, 2023 Q2 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
16.8K
+ 8.46%
$790K - $814K
215K $9.99M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
16.3K
+ 1.35%
$768K - $792K
1.23M $57M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
16.3K
+ 1.35%
$768K - $792K
1.23M $57M
Jul 12, 2023 Q2 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
15.8K
+ 91.93%
$744K - $767K
33.1K $1.53M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
15K
+ 748.01%
$706K - $728K
17K $791K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
14.9K
+ 13.7%
$701K - $723K
124K $5.75M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
14.2K
+ 13.83%
$668K - $689K
117K $5.43M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
13.1K
+ 16.03%
$615K - $634K
94.7K $4.39M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
12.9K
+ 4.18%
$607K - $626K
322K $15M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
11.5K
+ 9.46%
$542K - $559K
134K $6.2M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
11K
+ 74.99%
$518K - $534K
25.7K $1.19M
Aug 08, 2023 Q2 2023
Barings LLC

BUY
 -
11K
+ 4.14%
$515K - $531K
276K $12.8M
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

BUY
 -
10.1K
+ 11.67%
$475K - $490K
96.7K $4.49M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
9.58K
+ 5.55%
$450K - $464K
182K $8.45M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.57K
+ 12.73%
$449K - $463K
84.7K $3.93M

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