Purchases and Sales Made in Q3 2023 in Ishares Esg Aware Aggressive A (EAOA)
This table provides information about the institutional ownership of Ishares Esg Aware Aggressive A (EAOA) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE AGGRESSIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7KNew |
$841K - $903K
|
28.7K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.76K+ 5.1% |
$51.5K - $55.3K
|
36.3K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
494+ 114.88% |
$14.5K - $15.5K
|
924
$33.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
199New |
$5.82K - $6.25K
|
199
$7.25K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 9.31% |
$4.36K - $4.68K
|
1.75K
$63.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 9.31% |
$4.36K - $4.68K
|
1.75K
$63.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
107+ 0.75% |
$3.13K - $3.36K
|
14.3K
$521K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31New |
$907 - $974
|
31
$1.13K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
24+ 11.37% |
$702 - $754
|
235
$8.57K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.56% |
$263 - $283
|
1.61K
$58.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 1.07% |
$176 - $188
|
565
$20.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-121- 10.07% |
$3.54K - $3.8K
|
1.08K
$39.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-150- 1.94% |
$4.39K - $4.71K
|
7.6K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-187- 1.98% |
$5.47K - $5.87K
|
9.24K
$337K
|