Latest Institutional Transactions on Ishares Esg Aware Moderate All (EAOM)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Moderate All (EAOM) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
187+ 287.69% |
$5.1K - $5.32K
|
252
$6.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-972- 7.18% |
$26.5K - $27.7K
|
12.6K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.81KNew |
$268K - $279K
|
9.81K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$27.3 - $28.5
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
482New |
$13.2K - $13.7K
|
482
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
539New |
$14.7K - $15.3K
|
539
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8KNew |
$567K - $591K
|
20.8K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
95+ 1.3% |
$2.59K - $2.7K
|
7.41K
$205K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
333+ 35.54% |
$8.62K - $9.09K
|
1.27K
$35.1K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.79KNew |
$46.2K - $48.2K
|
1.79K
$49.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2K- 19.14% |
$47.6K - $52.8K
|
8.45K
$234K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
330+ 2.95% |
$8.09K - $8.55K
|
11.5K
$319K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-785- 73.99% |
$19.6K - $20.2K
|
276
$7.63K
|
|
| Q4 2022 | |||||||
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.45K- 63.32% |
$79.4K - $86.7K
|
2K
$55.3K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
11.2KNew |
$257K - $281K
|
11.2K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
48New |
$1.1K - $1.21K
|
48
$1.33K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5K- 50.0% |
$117K - $130K
|
5K
$138K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-125- 1.1% |
$2.91K - $3.26K
|
11.2K
$310K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$305K - $343K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-25.4KClosed |
$676K - $739K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-28KClosed |
$785K - $810K
|
0
$0
|
|