Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15MNew |
$53.1M - $56.2M
|
1.15M
$53.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
553K+ 8.3% |
$25.6M - $27.1M
|
7.22M
$335M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
388K+ 2.29% |
$17.9M - $19M
|
17.3M
$804M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
273K+ 6.98% |
$12.6M - $13.4M
|
4.19M
$194M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
243K+ 16.25% |
$11.2M - $11.9M
|
1.74M
$80.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
181K+ 2376.34% |
$8.37M - $8.87M
|
189K
$8.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175K+ 229850.0% |
$8.07M - $8.55M
|
175K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
174K+ 1101.06% |
$8.06M - $8.53M
|
190K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
142KNew |
$6.56M - $6.94M
|
142K
$6.59M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111KNew |
$5.14M - $5.44M
|
111K
$5.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 8.76% |
$4.86M - $5.15M
|
1.31M
$60.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
84.8KNew |
$3.91M - $4.15M
|
84.8K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.6K+ 12.06% |
$2.89M - $3.06M
|
582K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.4K+ 4.58% |
$2.79M - $2.96M
|
1.38M
$64M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
56.5K+ 805.7% |
$2.61M - $2.76M
|
63.5K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
55.8KNew |
$2.58M - $2.73M
|
55.8K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 6.28% |
$2.35M - $2.48M
|
859K
$39.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45.7K+ 12.38% |
$2.11M - $2.24M
|
415K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.5K+ 5.36% |
$2.1M - $2.23M
|
895K
$41.5M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
44.3K+ 6.85% |
$2.05M - $2.17M
|
692K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.4K+ 2.68% |
$2.01M - $2.12M
|
1.66M
$77.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
41.8K+ 65.9% |
$1.93M - $2.04M
|
105K
$4.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.83M - $1.94M
|
39.7K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.1K+ 16.95% |
$1.76M - $1.87M
|
263K
$12.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.3KNew |
$1.68M - $1.77M
|
36.3K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.1K+ 138.25% |
$1.62M - $1.72M
|
60.5K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.6KNew |
$1.55M - $1.65M
|
33.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.8K+ 3.33% |
$1.42M - $1.51M
|
956K
$44.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 74.81% |
$1.37M - $1.45M
|
69.5K
$3.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.4K+ 53.23% |
$1.36M - $1.44M
|
84.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
29.1KNew |
$1.34M - $1.42M
|
29.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
28.8K+ 10.25% |
$1.33M - $1.41M
|
309K
$14.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 18.7% |
$1.29M - $1.36M
|
177K
$8.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
26.2K+ 4.27% |
$1.21M - $1.28M
|
639K
$29.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21.6K+ 15.09% |
$995K - $1.05M
|
164K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 67.75% |
$947K - $1M
|
50.8K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 4.65% |
$896K - $950K
|
437K
$20.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 11.23% |
$896K - $949K
|
192K
$8.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
18.7K+ 5.68% |
$862K - $913K
|
347K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.8K+ 8.47% |
$820K - $868K
|
227K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 9.31% |
$809K - $857K
|
206K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
17.1K+ 8.91% |
$790K - $837K
|
209K
$9.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.1K+ 36.62% |
$789K - $835K
|
63.7K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 29.31% |
$786K - $832K
|
75.1K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 7.89% |
$623K - $660K
|
185K
$8.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.2K+ 4.34% |
$607K - $643K
|
316K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.5KNew |
$578K - $613K
|
12.5K
$581K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12.3K+ 3.39% |
$566K - $599K
|
373K
$17.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12.2KNew |
$563K - $597K
|
12.2K
$566K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12K+ 30.17% |
$554K - $587K
|
51.8K
$2.4M
|