Latest Institutional Transactions on Ishares Esg Aware Aggressive A (EAOA)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Aggressive A (EAOA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
52+ 3.13% |
$1.74K - $1.91K
|
1.71K
$62.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.65KNew |
$189K - $207K
|
5.65K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-545- 93.0% |
$18.2K - $20K
|
41
$1.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 17.89% |
$43.4K - $47.6K
|
5.96K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-152- 1.95% |
$5.08K - $5.58K
|
7.65K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
379+ 126.76% |
$12.7K - $13.9K
|
678
$24.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
239New |
$7.99K - $8.77K
|
239
$8.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.58K- 17.89% |
$253K - $278K
|
34.8K
$1.27M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5- 83.33% |
$162 - $174
|
1
$36.5
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.11K+ 8.42% |
$35.8K - $38.6K
|
14.3K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.38K- 37.09% |
$109K - $118K
|
5.73K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.58K- 17.22% |
$213K - $229K
|
31.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
823+ 444.86% |
$26.6K - $28.6K
|
1.01K
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1K+ 155.91% |
$455K - $489K
|
23.1K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224New |
$7.25K - $7.8K
|
224
$8.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$1.75K - $1.88K
|
54
$1.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
318+ 17.97% |
$10.3K - $11.1K
|
2.09K
$76.1K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
407New |
$12.8K - $13.9K
|
407
$14.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-161- 15.15% |
$5.07K - $5.49K
|
902
$32.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$157K - $170K
|
5K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-296- 43.47% |
$9.31K - $10.1K
|
385
$14K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-146- 55.73% |
$4.59K - $4.98K
|
116
$4.23K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.16KNew |
$258K - $294K
|
9.16K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.5% |
$28.1 - $32.1
|
200
$7.29K
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.56% |
$263 - $283
|
1.61K
$58.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31New |
$907 - $974
|
31
$1.13K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760New |
$0 - $22.9K
|
760
$27.7K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
31.3KNew |
$804K - $913K
|
31.3K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.98K+ 100.0% |
$50.8K - $57.7K
|
3.96K
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
31.3KNew |
$804K - $913K
|
31.3K
$1.14M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 80.85% |
$1.04K - $1.24K
|
85
$3.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20K- 50.0% |
$607K - $691K
|
20K
$729K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-253Closed |
$7.68K - $8.74K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-12.9KClosed |
$393K - $447K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3KClosed |
$370K - $389K
|
0
$0
|
|