EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF - Institutionellt ägande - Säljare

iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-09-12 13F/A Valeo Financial Advisors, LLC 23 936 −4,71 1 138 −4,61
2025-08-06 13F Wedbush Securities Inc 9 424 −0,44 0
2025-08-15 13F Morgan Stanley 149 938 −1,24 7 128 −1,11
2025-07-15 13F Smith & Howard Wealth Management, LLC 8 041 −30,56 382 −30,42
2025-08-14 13F/A Rockefeller Capital Management L.P. 16 180 −30,52 769 −30,41
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-08-11 13F Wealthgarden F.s. Llc 6 373 −14,26 301 −14,49
2025-07-28 13F Harbour Investments, Inc. 28 092 −8,59 1 335 −8,50
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 1 213 710 −21,13 57 700 −21,03
2025-07-23 13F Bear Mountain Capital, Inc. 62 600 −0,11 2 943 −1,08
2025-07-15 13F MCF Advisors LLC 0 −100,00 0
2025-07-15 13F Td Private Client Wealth Llc 21 543 −0,93 1 024 −0,78
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 839 143 −8,79 39 893 −8,67
2025-07-10 13F CWC Advisors, LLC. 9 715 −0,05 462 0,00
2025-07-23 13F Venturi Wealth Management, LLC 13 284 −2,14 632 −2,02
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-07-23 13F Canopy Partners, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 4 300 −2,21 204 −1,92
2025-07-31 13F AlTi Global, Inc. 18 945 −2,92 901 −2,81
2025-08-07 13F Brio Consultants, LLC 76 110 −0,69 3 618 −0,55
2025-07-31 13F GenTrust, LLC 27 699 −1,23 1 317 −1,13
2025-08-14 13F Mml Investors Services, Llc 188 268 −0,77 9 −11,11
2025-07-22 13F Mascoma Wealth Management LLC 140 808 −1,62 6 694 −1,49
2025-04-23 13F International Assets Investment Management, Llc 0 −100,00 0
2025-06-26 NP BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 595 −7,77 3 729 −6,35
2025-08-12 13F Eley Financial Management, Inc 51 208 −4,07 2 434 −3,87
2025-08-14 13F Nepc Llc 78 457 −36,88 3 730 −36,81
2025-08-13 13F North Berkeley Wealth Management, LLC 8 295 −2,77 394 −2,72
2025-08-14 13F Financial Engines Advisors L.L.C. 189 711 −10,23 9 019 −10,12
2025-08-15 13F Truefg, Llc 11 720 −0,94 557 −0,71
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-07 13F Vista Investment Partners Ii, Llc 0 −100,00 0
2025-08-13 13F Van Hulzen Asset Management, LLC 21 839 −0,49 1 038 −0,38
2025-08-14 13F Bnp Paribas Arbitrage, Sa 194 −40,67 9 −40,00
2025-07-10 13F Stewardship Advisors, LLC 103 570 −4,33 4 924 −4,20
2025-07-29 13F Wingate Wealth Advisors, Inc. 33 340 −10,68 1 585 −10,61
2025-07-24 13F McKinley Carter Wealth Services, Inc. 54 237 −1,18 2 578 −1,04
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-08 13F Citizens Financial Group Inc/ri 22 564 −1,81 1 073 −1,74
2025-07-31 13F Ballast Advisors Llc 0 −100,00 0
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-07-08 13F Gradient Investments LLC 45 577 −17,23 2 167 −17,14
2025-08-11 13F Diversified Portfolios, Inc. 7 801 −4,67 371 −4,64
2025-07-09 13F Parkside Advisors LLC 76 859 −1,70 3 654 −1,59
2025-07-11 13F Westfuller Advisors, LLC 160 581 −6,94 7 634 −6,81
2025-08-08 13F Creative Planning 78 995 −3,70 3 755 −3,57
2025-07-14 13F ABLE Financial Group, LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 1 608 708 −6,20 76 478 −6,08
2025-08-14 13F Ameriprise Financial Inc 789 400 −2,36 37 525 −2,29
2025-07-11 13F/A Umb Bank N A/mo 14 497 −0,02 689 0,15
2025-07-10 13F Sovran Advisors, LLC 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 5 562 −3,17 264 −2,94
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-07-23 13F Dohj, Llc 191 789 −4,82 8 980 −6,15
2025-08-13 13F M&t Bank Corp 696 903 −3,26 33 131 −3,13
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 4 413 −19,07 210 −18,99
2025-08-13 13F Global Endowment Management, LP 0 −100,00 0
2025-07-07 13F Trust Co 14 471 −0,50 688 −0,43
2025-08-08 13F Wealth Alliance 6 840 −34,56 325 −34,48
2025-07-18 13F Swp Financial Llc 4 519 −1,85 215 −1,83
2025-08-14 13F Citadel Advisors Llc Call 10 600 −19,08 504 −19,00
2025-07-15 13F RTD Financial Advisors, Inc. 65 913 −26,00 3 133 −25,90
2025-07-31 13F LongView Asset Management LLC 39 861 −38,01 1 895 −37,96
2025-04-22 13F Veridan Wealth LLC 9 284 −26,57 441 −25,30
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 78 558 −9,02 3 735 −8,90
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 13 268 −7,29 631 −7,22
2025-07-23 13F Friedenthal Financial 16 046 −20,86 763 −20,79
2025-08-04 13F Creative Financial Designs Inc /adv 3 920 −14,69 186 −14,68
2025-08-04 13F One Day In July LLC 33 251 −0,13 1 581 0,00
2025-08-04 13F Pensionmark Financial Group, Llc 107 315 −5,80 5 102 −5,69
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 12 535 −51,15 595 −51,23
2025-08-14 13F Hrt Financial Lp 6 555 −44,95 0
2025-08-12 13F Farmers National Bank 5 564 −2,01 265 −1,86
2025-07-22 13F DT Investment Partners, LLC 564 −5,37 27 −7,14
2025-08-12 13F Planning Alternatives Ltd /adv 39 504 −8,67 1 878 −8,52
2025-07-30 13F Bogart Wealth, LLC 39 062 −3,91 1 857 −3,78
2025-08-14 13F Sunbelt Securities, Inc. 0 −100,00 0
2025-06-26 NP BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 729 −2,68 2 312 −1,15
2025-08-13 13F Baker Avenue Asset Management, LP 33 462 −7,01 1 591 −6,91
2025-07-11 13F My Legacy Advisors, LLC 0 −100,00 0
2025-08-13 13F Hsbc Holdings Plc 30 300 −58,15 1 440 −58,10
2025-08-06 13F Hoxton Planning & Management, LLC 10 551 −7,73 502 −7,56
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-07 13F Fountainhead AM, LLC 5 044 −4,12 240 −4,02
2025-08-07 13F Verus Capital Partners, Llc 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 4 793 −0,15 228 0,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 37 713 −3,48 2 0,00
2025-08-27 13F/A Brinker Capital Investments, LLC 62 948 −0,99 2 993 −0,86
2025-08-06 13F Golden State Wealth Management, LLC 4 598 −7,41 219 −7,23
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 881 −9,08 42 −10,87
2025-08-26 13F/A Thrivent Financial For Lutherans 7 952 −98,04 0 −100,00
2025-08-13 13F Ally Invest Advisors Inc. 38 978 −6,19 1 853 −6,03
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-12 13F NFP Retirement, Inc. 20 890 −0,00 993 0,20
2025-07-28 13F Mutual Advisors, LLC 23 998 −1,41 1 132 −1,57
2025-04-30 13F Stratos Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-08 13F Braun-Bostich & Associates Inc. 6 914 −3,06 329 −2,96
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Potomac Fund Management Inc /adv 8 205 −2,36 385 −1,79
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 24 416 −51,49 1 161 −51,44
2025-08-06 13F Summit Wealth Group, LLC 31 060 −1,45 1 0,00
2025-05-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-08-13 13F WCG Wealth Advisors LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 128 535 −9,35 6 111 −9,23
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-12 13F BlueStem Wealth Partners, LLC 6 411 −37,54 305 −37,58
2025-07-18 13F Institute for Wealth Management, LLC. 4 829 −2,37 230 −2,14
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 158 301 −1,08 7 526 −0,96
2025-07-22 13F Valley National Advisers Inc 9 163 −0,59 0
2025-08-14 13F Moneta Group Investment Advisors Llc 30 518 −4,89 1 451 −4,79
2025-07-09 13F Dynamic Advisor Solutions LLC 72 485 −9,03 3 446 −8,93
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 181 833 −3,85 9 0,00
2025-08-11 13F Birchbrook, Inc. 5 806 −0,62 276 −0,36
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 12 805 −0,04 609 0,00
2025-08-11 13F One Capital Management, LLC 4 720 −1,46 224 −1,32
2025-07-17 13F Montis Financial, LLC 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 63 −57,43 3 −71,43
2025-05-08 13F Eastern Bank 0 −100,00 0
2025-08-14 13F Balanced Rock Investment Advisor 52 437 −68,87 2 493 −68,83
2025-06-26 NP EAOM - iShares ESG Aware Moderate Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79 207 −10,00 3 758 −8,61
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 23 091 −7,41 1 098 −7,35
2025-08-25 13F Hilltop Partners LLC 11 512 −4,54 547 −4,37
2025-08-14 13F Sand Hill Global Advisors, LLC 106 909 −2,55 5 082 −2,42
2025-08-06 13F AE Wealth Management LLC 6 133 −2,85 292 −2,68
2025-08-07 13F Keystone Financial Services 4 718 −25,47 224 −25,33
2025-08-13 13F Cresset Asset Management, LLC 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 180 −16,28 9 −20,00
2025-07-17 13F Symmetry Partners, LLC 21 614 −0,01 1 028 0,10
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 17 247 −8,20 820 −6,83
2025-07-14 13F Golden State Equity Partners 4 858 −4,69 231 −4,96
2025-08-12 13F Change Path, LLC 10 929 −9,01 520 −8,95
2025-08-14 13F McIlrath & Eck, LLC 729 −26,95 35 −27,66
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 42 922 −15,29 2 041 −15,18
2025-06-26 NP EAOA - iShares ESG Aware Aggressive Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121 899 −0,02 5 784 1,53
2025-07-29 13F Wealthstream Advisors, Inc. 13 886 −0,53 660 −0,30
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-07-29 13F APCM Wealth Management for Individuals 114 444 −9,83 5 441 −9,71
2025-08-08 13F Omega Financial Group, LLC 60 510 −6,87 2 877 −6,74
2025-07-25 13F Atria Wealth Solutions, Inc. 9 084 −91,32 432 −91,33
2025-07-15 13F Retirement Income Solutions, Inc 14 429 −15,46 686 −11,84
2025-08-05 13F Blue Barn Wealth, LLC 8 772 −2,20 417 −1,88
2025-07-30 13F Brookstone Capital Management 36 411 −3,94 1 731 −3,84
2025-08-08 13F Keyvantage Wealth, Llc 5 060 −1,88 241 −1,64
2025-08-11 13F TD Waterhouse Canada Inc. 3 226 −22,80 153 −22,84
2025-07-22 13F JSF Financial, LLC 4 656 −47,25 221 −47,26
2025-07-23 13F Ameliora Wealth Management Ltd. 10 000 −44,44 475 −44,38
2025-07-29 13F Horst & Graben Wealth Management LLC 87 005 −1,42 4 136 −1,29
2025-08-14 13F Cantor Fitzgerald, L. P. 0 −100,00 0
2025-07-09 13F Sandbox Financial Partners, LLC 7 771 −1,07 369 −0,81
2025-07-28 13F RFG Advisory, LLC 19 655 −4,41 934 −4,30
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-11 13F Greykasell Wealth Strategies, Inc. 610 −18,88 29 −20,00
2025-05-09 13F Avalon Trust Co 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 10 202 −4,96 485 −4,72
2025-08-05 13F Claro Advisors LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 11 521 −38,38 548 −38,33
2025-07-24 13F Robertson Stephens Wealth Management, LLC 125 686 −0,08 5 975 0,05
2025-07-15 13F Oregon Pacific Wealth Management, LLC 16 978 −2,19 807 −2,06
2025-07-18 13F Truist Financial Corp 172 063 −0,81 8 180 −0,69
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-15 13F Brewster Financial Planning LLC 43 300 −0,40 2 058 −0,29
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 17 073 −3,02 812 −2,87
2025-04-22 13F Manning & Napier Advisors Llc 0 −100,00 0
2025-07-31 13F Wealthfront Advisers Llc 119 007 −2,88 5 658 −2,75
2025-08-08 13F Altfest L J & Co Inc 5 444 −7,18 259 −7,19
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-10 13F Shira Ridge Wealth Management 85 668 −6,68 4 073 −6,56
2025-08-14 13F Ariadne Wealth Management, LP 15 913 −15,61 757 −14,27
2025-07-30 13F Strategic Blueprint, LLC 5 870 −23,58 279 −23,35
2025-07-14 13F Foster Group, Inc. 41 990 −4,84 1 996 −4,73
2025-08-13 13F Rsm Us Wealth Management Llc 6 362 −36,16 302 −36,15
2025-07-07 13F Bangor Savings Bank 7 920 −1,98 377 −1,83
Other Listings
MX:EAGG
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