Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$966 - $1.05K
|
21
$975
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$874 - $954
|
19
$882
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18+ 0.18% |
$828 - $903
|
9.98K
$463K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 2.48% |
$782 - $853
|
703
$32.6K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16+ 0.36% |
$736 - $803
|
4.41K
$205K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
13+ 11.82% |
$598 - $652
|
123
$5.71K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 14.46% |
$552 - $602
|
95
$4.41K
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 0.01% |
$414 - $452
|
70.7K
$3.28M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.22% |
$230 - $251
|
2.32K
$108K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.06% |
$138 - $151
|
4.74K
$220K
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.02% |
$92 - $100
|
10.3K
$476K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$92 - $100
|
449
$20.8K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$46 - $50.2
|
4.9K
$228K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 1.4% |
$138 - $151
|
212
$9.84K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-6- 0.13% |
$276 - $301
|
4.52K
$210K
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12- 0.94% |
$552 - $602
|
1.26K
$58.4K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-32- 0.23% |
$1.47K - $1.61K
|
13.9K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-36- 0.52% |
$1.66K - $1.81K
|
6.86K
$318K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-80- 1.66% |
$3.68K - $4.02K
|
4.75K
$220K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-99- 1.89% |
$4.56K - $4.97K
|
5.15K
$239K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-110- 2.16% |
$5.06K - $5.52K
|
4.98K
$231K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-125- 10.47% |
$5.75K - $6.27K
|
1.07K
$49.6K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-142- 7.05% |
$6.53K - $7.13K
|
1.87K
$86.9K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-144- 97.3% |
$6.63K - $7.23K
|
4
$186
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-150- 1.11% |
$6.9K - $7.53K
|
13.3K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-176- 1.89% |
$8.1K - $8.83K
|
9.14K
$424K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-177- 40.41% |
$8.15K - $8.88K
|
261
$12.1K
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 1.16% |
$9.2K - $10K
|
17K
$789K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 3.63% |
$9.2K - $10K
|
5.31K
$246K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-216- 2.18% |
$9.94K - $10.8K
|
9.71K
$451K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-217- 1.79% |
$9.99K - $10.9K
|
11.9K
$551K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-257- 3.29% |
$11.8K - $12.9K
|
7.56K
$351K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-261- 3.26% |
$12K - $13.1K
|
7.74K
$359K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-283- 2.36% |
$13K - $14.2K
|
11.7K
$543K
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-290- 5.52% |
$13.3K - $14.6K
|
4.96K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-532- 3.93% |
$24.5K - $26.7K
|
13K
$604K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-540- 30.18% |
$24.9K - $27.1K
|
1.25K
$58K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-602- 9.16% |
$27.7K - $30.2K
|
5.97K
$277K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-697- 5.85% |
$32.1K - $35K
|
11.2K
$521K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-727- 5.39% |
$33.5K - $36.5K
|
12.8K
$593K
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-770- 7.03% |
$35.4K - $38.6K
|
10.2K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04K- 2.18% |
$47.8K - $52.1K
|
46.5K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.16K- 7.65% |
$53.5K - $58.3K
|
14K
$651K
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.48% |
$55.2K - $60.2K
|
251K
$11.7M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.27K- 18.2% |
$58.3K - $63.6K
|
5.69K
$264K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.32K- 22.3% |
$60.6K - $66.1K
|
4.59K
$213K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.35K- 8.89% |
$62.2K - $67.9K
|
13.9K
$643K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.48K- 13.67% |
$67.9K - $74.1K
|
9.32K
$433K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.54K- 6.19% |
$70.6K - $77K
|
23.2K
$1.08M
|