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 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
611+ 9.98% |
$28.2K - $29.9K
|
6.73K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
590New |
$27.2K - $28.9K
|
590
$27.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
581+ 6.06% |
$26.8K - $28.4K
|
10.2K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
560+ 20.82% |
$25.9K - $27.4K
|
3.25K
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
557+ 0.93% |
$25.7K - $27.2K
|
60.2K
$2.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
545New |
$25.2K - $26.7K
|
545
$25.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
541+ 0.9% |
$25K - $26.5K
|
60.6K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
512+ 8.04% |
$23.6K - $25K
|
6.88K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
489+ 6.98% |
$22.6K - $23.9K
|
7.49K
$348K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
484+ 733.33% |
$22.4K - $23.7K
|
550
$25.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
478+ 9.28% |
$22.1K - $23.4K
|
5.63K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
430+ 3.93% |
$19.9K - $21K
|
11.4K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
408+ 0.97% |
$18.8K - $20K
|
42.5K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
375+ 5.98% |
$17.3K - $18.3K
|
6.64K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
370+ 3.33% |
$17.1K - $18.1K
|
11.5K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
342+ 1.63% |
$15.8K - $16.7K
|
21.4K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
335+ 1.4% |
$15.5K - $16.4K
|
24.2K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 6.79% |
$14.9K - $15.8K
|
5.08K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
321+ 2.45% |
$14.8K - $15.7K
|
13.4K
$624K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
303+ 3.56% |
$14K - $14.8K
|
8.82K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
298+ 2.57% |
$13.8K - $14.6K
|
11.9K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
295+ 5.72% |
$13.6K - $14.4K
|
5.46K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
293+ 0.73% |
$13.5K - $14.3K
|
40.2K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
292+ 2.65% |
$13.5K - $14.3K
|
11.3K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
277+ 3.97% |
$12.8K - $13.6K
|
7.26K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
274+ 2.48% |
$12.7K - $13.4K
|
11.3K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
271+ 0.35% |
$12.5K - $13.3K
|
77K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
270+ 4.14% |
$12.5K - $13.2K
|
6.8K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
262+ 1.53% |
$12.1K - $12.8K
|
17.4K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
250+ 4.2% |
$11.5K - $12.2K
|
6.2K
$288K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
235+ 0.97% |
$10.9K - $11.5K
|
24.4K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
232+ 4.49% |
$10.7K - $11.3K
|
5.4K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
231+ 1.37% |
$10.7K - $11.3K
|
17.1K
$795K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
226+ 1.17% |
$10.4K - $11.1K
|
19.5K
$903K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 1.48% |
$8.36K - $8.85K
|
12.4K
$577K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 3.87% |
$8.31K - $8.81K
|
4.83K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
175+ 1.03% |
$8.08K - $8.56K
|
17.1K
$794K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
166New |
$7.67K - $8.12K
|
166
$7.71K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
161+ 0.61% |
$7.43K - $7.88K
|
26.7K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157+ 3.4% |
$7.25K - $7.68K
|
4.77K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
156+ 0.96% |
$7.2K - $7.63K
|
16.4K
$761K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
151+ 2.05% |
$6.97K - $7.39K
|
7.51K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 0.52% |
$5.82K - $6.16K
|
24.3K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
122+ 0.56% |
$5.63K - $5.97K
|
21.9K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
116+ 1.57% |
$5.36K - $5.67K
|
7.5K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
114New |
$5.26K - $5.58K
|
114
$5.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
112+ 0.01% |
$5.17K - $5.48K
|
1.27M
$59.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
107+ 2.36% |
$4.94K - $5.23K
|
4.64K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103+ 2.18% |
$4.76K - $5.04K
|
4.83K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
101+ 0.91% |
$4.66K - $4.94K
|
11.2K
$519K
|