Purchases and Sales Made in Q3 2025 in Ishares Esg Aware Growth Alloc (EAOR)
This table provides information about the institutional ownership of Ishares Esg Aware Growth Alloc (EAOR) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE GROWTH ALLOC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$579K - $613K
|
17.5K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11.4KNew |
$376K - $398K
|
11.4K
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.98KNew |
$231K - $244K
|
6.98K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.41KNew |
$212K - $224K
|
6.41K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.81KNew |
$192K - $203K
|
5.81K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.26K+ 9.29% |
$174K - $184K
|
61.9K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
273New |
$9.03K - $9.56K
|
273
$9.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
220+ 3.96% |
$7.27K - $7.7K
|
5.78K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164+ 17.67% |
$5.42K - $5.74K
|
1.09K
$38.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
86New |
$2.84K - $3.01K
|
86
$3.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.66% |
$165 - $175
|
768
$27K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-312- 6.88% |
$10.3K - $10.9K
|
4.22K
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361- 99.72% |
$11.9K - $12.6K
|
1
$35.2
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-16.8K- 90.16% |
$554K - $587K
|
1.83K
$64.3K
|
|