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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 2.32% |
$9.24K - $9.78K
|
8.43K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-212- 4.44% |
$9.79K - $10.4K
|
4.56K
$212K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-229- 1.63% |
$10.6K - $11.2K
|
13.8K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-235- 1.0% |
$10.9K - $11.5K
|
23.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-243- 4.81% |
$11.2K - $11.9K
|
4.8K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-249- 8.25% |
$11.5K - $12.2K
|
2.77K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-300- 60.0% |
$13.9K - $14.7K
|
200
$9.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-356- 3.97% |
$16.4K - $17.4K
|
8.61K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-375- 3.69% |
$17.3K - $18.3K
|
9.8K
$455K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-456- 1.52% |
$21.1K - $22.3K
|
29.6K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-581- 12.22% |
$26.8K - $28.4K
|
4.17K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-660- 3.49% |
$30.5K - $32.3K
|
18.2K
$846K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-768- 24.4% |
$35.5K - $37.6K
|
2.38K
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-875- 8.33% |
$40.4K - $42.8K
|
9.63K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-912- 2.03% |
$42.1K - $44.6K
|
44.1K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-913- 9.8% |
$42.2K - $44.7K
|
8.41K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-956- 7.2% |
$44.1K - $46.8K
|
12.3K
$572K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-996- 10.36% |
$46K - $48.7K
|
8.62K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.01K- 5.63% |
$46.7K - $49.5K
|
17K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 2.39% |
$50.7K - $53.7K
|
44.7K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.18K- 21.58% |
$54.6K - $57.9K
|
4.3K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.97% |
$55K - $58.2K
|
59.3K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.23K- 20.79% |
$56.7K - $60.1K
|
4.68K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.23K- 4.17% |
$56.8K - $60.1K
|
28.3K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-1.42K- 4.37% |
$65.7K - $69.6K
|
31.2K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.53K- 12.31% |
$70.7K - $74.8K
|
10.9K
$506K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.55K- 14.37% |
$71.5K - $75.7K
|
9.22K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.75K- 23.77% |
$81K - $85.8K
|
5.62K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 8.37% |
$86.6K - $91.8K
|
20.5K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.92K- 13.31% |
$88.8K - $94.1K
|
12.5K
$581K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.08K- 1.1% |
$95.8K - $102K
|
187K
$8.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.14K- 8.0% |
$98.8K - $105K
|
24.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 13.26% |
$100K - $106K
|
14.2K
$657K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.36K- 3.53% |
$109K - $115K
|
64.6K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.71K- 1.07% |
$125K - $132K
|
250K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.76K- 2.77% |
$128K - $135K
|
97.2K
$4.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 1.78% |
$130K - $138K
|
156K
$7.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.31K- 6.01% |
$153K - $162K
|
51.8K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.58K- 37.97% |
$165K - $175K
|
5.84K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.75K- 0.57% |
$173K - $184K
|
657K
$30.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.14K- 36.9% |
$191K - $202K
|
7.08K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-4.23K- 30.61% |
$195K - $207K
|
9.59K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 26.2% |
$218K - $231K
|
13.3K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.36K- 36.76% |
$247K - $262K
|
9.22K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.9K- 19.41% |
$365K - $387K
|
32.8K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.3K- 5.48% |
$383K - $406K
|
143K
$6.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-9.97K- 61.76% |
$460K - $488K
|
6.17K
$287K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 15.71% |
$585K - $619K
|
67.9K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.5K- 45.05% |
$717K - $760K
|
18.9K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20.9K- 52.48% |
$966K - $1.02M
|
18.9K
$879K
|