Purchases and Sales Made in Q4 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.7K+ 5.32% |
$921K - $962K
|
430K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21.7K+ 11.6% |
$918K - $959K
|
208K
$8.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1K+ 89.61% |
$726K - $759K
|
36.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$721K - $753K
|
17K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$653K - $683K
|
15.4K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.46KNew |
$401K - $419K
|
9.46K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$327K - $342K
|
7.71K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.07KNew |
$257K - $269K
|
6.07K
$260K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$225K - $235K
|
5.3K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.76KNew |
$202K - $211K
|
4.76K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.56KNew |
$193K - $202K
|
4.56K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.63K+ 17.95% |
$69.2K - $72.3K
|
10.7K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 6.76% |
$58.8K - $61.4K
|
21.9K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.29K+ 6.46% |
$54.6K - $57.1K
|
21.2K
$909K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.23K+ 10.99% |
$52.1K - $54.4K
|
12.4K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
950+ 3.24% |
$40.3K - $42.1K
|
30.3K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
935+ 5.67% |
$39.6K - $41.4K
|
17.4K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
855+ 3.79% |
$36.2K - $37.9K
|
23.4K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
765+ 47.6% |
$32.4K - $33.9K
|
2.37K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
722New |
$30.6K - $32K
|
722
$30.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
569+ 9.33% |
$24.1K - $25.2K
|
6.67K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
424+ 5.93% |
$18K - $18.8K
|
7.58K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
327+ 1.47% |
$13.9K - $14.5K
|
22.5K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 2.56% |
$12.5K - $13K
|
11.8K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
253New |
$10.7K - $11.2K
|
253
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
152+ 2.99% |
$6.44K - $6.73K
|
5.24K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
129+ 1.07% |
$5.47K - $5.71K
|
12.2K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 2.27% |
$3.48K - $3.63K
|
3.69K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
81New |
$3.43K - $3.59K
|
81
$3.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
29+ 0.15% |
$1.23K - $1.28K
|
19.9K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.05% |
$212 - $221
|
10.6K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$127 - $133
|
3
$128
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.4 - $44.3
|
1.47K
$62.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30- 44.78% |
$1.27K - $1.33K
|
37
$1.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-203- 4.04% |
$8.61K - $8.99K
|
4.82K
$206K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-234- 35.19% |
$9.92K - $10.4K
|
431
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 3.0% |
$12.5K - $13.1K
|
9.54K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-449- 0.92% |
$19K - $19.9K
|
48.4K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-785- 33.26% |
$33.3K - $34.8K
|
1.58K
$67.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858- 95.97% |
$36.4K - $38K
|
36
$1.54K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-992- 10.08% |
$42.1K - $43.9K
|
8.85K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.07K- 30.48% |
$87.9K - $91.9K
|
4.73K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.9K- 26.54% |
$123K - $128K
|
8.03K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.39K- 26.85% |
$186K - $195K
|
12K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 21.28% |
$196K - $205K
|
17.1K
$732K
|