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 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.17K
+ 177.82%
$102K - $105K
3.4K $158K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
2.08K
+ 19.17%
$97.6K - $101K
12.9K $599K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.04K
+ 78.74%
$95.7K - $98.7K
4.62K $215K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2K
+ 17.55%
$93.8K - $96.7K
13.4K $621K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
1.93K
+ 20.88%
$90.5K - $93.4K
11.2K $518K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
1.93K
+ 28.32%
$90.5K - $93.3K
8.73K $405K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
1.73K
+ 22.14%
$81.2K - $83.7K
9.53K $443K
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
1.66K
+ 5.28%
$77.8K - $80.3K
33.1K $1.53M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.56K
+ 4.54%
$73.3K - $75.6K
35.9K $1.67M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.55K
+ 70.52%
$72.7K - $75K
3.74K $174K
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
1.54K
+ 2.98%
$72.5K - $74.8K
53.4K $2.48M
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
1.54K
+ 3.15%
$72.4K - $74.7K
50.5K $2.34M
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.47K
+ 5.12%
$69K - $71.2K
30.2K $1.4M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
1.45K
+ 0.54%
$68.3K - $70.4K
272K $12.6M
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
1.45K
+ 10.6%
$68K - $70.2K
15.1K $701K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
1.32K
+ 32.62%
$62K - $63.9K
5.36K $249K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.26K
+ 10.78%
$59.3K - $61.2K
13K $602K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
1.23K
+ 18.99%
$57.6K - $59.4K
7.68K $356K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
1.21K
+ 2.42%
$56.6K - $58.4K
51.1K $2.37M
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.16K
+ 5.83%
$54.3K - $56K
21K $975K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.13K
New
$53K - $54.7K
1.13K $52.4K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.11K
+ 10.21%
$52.2K - $53.9K
12K $557K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.11K
+ 6.59%
$52.1K - $53.8K
18K $833K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
1.11K
+ 6.13%
$51.9K - $53.5K
19.1K $888K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.02K
+ 11.54%
$47.9K - $49.4K
9.86K $458K
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
1K
+ 7.45%
$47K - $48.5K
14.4K $670K
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
911
+ 1.33%
$42.8K - $44.1K
69.6K $3.23M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
847
+ 7.94%
$39.8K - $41K
11.5K $534K
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
823
+ 14.92%
$38.7K - $39.9K
6.34K $294K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
805
+ 2.85%
$37.8K - $39K
29K $1.35M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
794
New
$37.3K - $38.5K
794 $36.9K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
740
+ 8.23%
$34.8K - $35.9K
9.73K $452K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
695
+ 22.88%
$32.7K - $33.7K
3.73K $173K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
693
+ 2.83%
$32.6K - $33.6K
25.1K $1.17M
Jul 26, 2023 Q2 2023
Buttonwood Financial Group, LLC

BUY
 -
625
+ 13.52%
$29.4K - $30.3K
5.25K $244K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
617
+ 66.49%
$29K - $29.9K
1.55K $71.7K
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
607
+ 2.11%
$28.5K - $29.4K
29.4K $1.37M
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
602
+ 4.06%
$28.3K - $29.2K
15.4K $716K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
576
+ 3.73%
$27.1K - $27.9K
16K $744K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
543
+ 4.94%
$25.5K - $26.3K
11.5K $535K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
543
+ 4.94%
$25.5K - $26.3K
11.5K $535K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
509
+ 11.99%
$23.9K - $24.7K
4.75K $221K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
499
New
$23.4K - $24.2K
499 $23.2K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
488
+ 4.36%
$22.9K - $23.6K
11.7K $542K
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
482
+ 3.65%
$22.6K - $23.4K
13.7K $636K
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
472
+ 1.08%
$22.2K - $22.9K
44K $2.04M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
421
+ 5.78%
$19.8K - $20.4K
7.7K $358K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
363
+ 14.45%
$17.1K - $17.6K
2.88K $133K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
317
+ 3.45%
$14.9K - $15.4K
9.5K $441K

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