Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.5KNew |
$634K - $644K
|
11.5K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
11.1K+ 15.64% |
$611K - $621K
|
82K
$3.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 1246.01% |
$611K - $620K
|
12K
$555K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
10.1KNew |
$556K - $565K
|
10.1K
$468K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.95K+ 24.12% |
$549K - $557K
|
51.2K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.86K+ 12.86% |
$488K - $496K
|
77.7K
$3.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.92KNew |
$436K - $443K
|
7.92K
$367K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.67K+ 11.23% |
$423K - $430K
|
76K
$3.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.39KNew |
$407K - $414K
|
7.39K
$343K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.12K+ 6.23% |
$392K - $398K
|
121K
$5.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.09K+ 48.18% |
$391K - $397K
|
21.8K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
5.17KNew |
$285K - $290K
|
5.17K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68KNew |
$258K - $262K
|
4.68K
$217K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
4.57KNew |
$252K - $256K
|
4.57K
$212K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
4.54K+ 97.01% |
$250K - $254K
|
9.22K
$428K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
4.29KNew |
$237K - $240K
|
4.29K
$199K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.29K+ 12.54% |
$237K - $240K
|
38.5K
$1.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 13.28% |
$236K - $240K
|
36.5K
$1.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.08KNew |
$225K - $229K
|
4.08K
$190K
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
4K+ 9.77% |
$220K - $224K
|
44.9K
$2.08M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.86KNew |
$213K - $216K
|
3.86K
$179K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.84KNew |
$212K - $215K
|
3.84K
$178K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.69KNew |
$203K - $206K
|
3.69K
$171K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
3.51K+ 28.2% |
$194K - $197K
|
16K
$741K
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.47K+ 37.63% |
$191K - $194K
|
12.7K
$588K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.23K+ 299.07% |
$178K - $181K
|
4.31K
$200K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.11K+ 82.14% |
$172K - $174K
|
6.91K
$321K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.11K+ 23.78% |
$172K - $174K
|
16.2K
$752K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87KNew |
$158K - $161K
|
2.87K
$133K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.86K+ 8.32% |
$158K - $160K
|
37.2K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
2.79K+ 3.44% |
$154K - $156K
|
83.9K
$3.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.78K+ 6.26% |
$153K - $156K
|
47.2K
$2.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.6K+ 754.78% |
$144K - $146K
|
2.95K
$137K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.59K+ 2.87% |
$143K - $145K
|
92.8K
$4.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.53K+ 46.98% |
$140K - $142K
|
7.92K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.51K+ 14.42% |
$139K - $141K
|
19.9K
$926K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.33KNew |
$128K - $130K
|
2.33K
$108K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.26K+ 23.06% |
$124K - $126K
|
12K
$559K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.21K+ 109.5% |
$122K - $124K
|
4.24K
$197K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21K+ 4.26% |
$122K - $124K
|
54K
$2.51M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
2.16K+ 12.45% |
$119K - $121K
|
19.5K
$907K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.15KNew |
$119K - $121K
|
2.15K
$99.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.98K+ 3.53% |
$109K - $111K
|
58.1K
$2.7M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 3.53% |
$109K - $111K
|
58.1K
$2.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.92K+ 8.11% |
$106K - $108K
|
25.6K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.8K+ 8.88% |
$99.1K - $101K
|
22K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 10.77% |
$95.8K - $97.3K
|
17.9K
$829K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.64K+ 5.71% |
$90.5K - $91.9K
|
30.4K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.62K+ 41.93% |
$89.2K - $90.6K
|
5.48K
$254K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.57K+ 8.78% |
$86.6K - $88K
|
19.5K
$903K
|