Latest Institutional Transactions on Ishares Tr Esg Advanced Total (EUSB)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Advanced Total (EUSB) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
397+ 5.88% |
$16.7K - $17.7K
|
7.15K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.1 - $44.6
|
1.46K
$63.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.52K+ 13.12% |
$106K - $113K
|
21.7K
$938K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.26K+ 16.57% |
$305K - $324K
|
51K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 16.85% |
$58.7K - $62.2K
|
9.67K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 1.47% |
$2.02K - $2.14K
|
3.32K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
161New |
$6.78K - $7.19K
|
161
$6.95K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.52% |
$2.57K - $2.72K
|
2.36K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.72% |
$3.49K - $3.71K
|
4.91K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.35K- 31.75% |
$225K - $239K
|
11.5K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 15.77% |
$64.1K - $68K
|
11.2K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-698- 4.49% |
$29.4K - $31.2K
|
14.9K
$641K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 5.88% |
$43K - $45.6K
|
16.4K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.13K+ 18.02% |
$132K - $140K
|
20.5K
$885K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.88K+ 2.12% |
$163K - $173K
|
187K
$8.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-486- 8.45% |
$20.5K - $21.7K
|
5.27K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
725+ 2.21% |
$30.5K - $32.4K
|
33.6K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42New |
$1.77K - $1.87K
|
42
$1.81K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.17K+ 8.36% |
$176K - $186K
|
54.1K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 4.53% |
$51.1K - $54.1K
|
28K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 5.83% |
$69K - $73.2K
|
26.5K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
635+ 2.95% |
$26.7K - $28.3K
|
22.2K
$958K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
23+ 0.25% |
$968 - $1.03K
|
9.19K
$397K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18+ 0.09% |
$758 - $804
|
19.1K
$825K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 29.0% |
$130K - $138K
|
7.57K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.33% |
$1.47K - $1.56K
|
10.7K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
205+ 14.62% |
$8.63K - $9.15K
|
1.61K
$69.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.63KNew |
$195K - $207K
|
4.63K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
5K+ 33.71% |
$210K - $223K
|
19.8K
$856K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232New |
$9.76K - $10.4K
|
232
$10K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 21.34% |
$587K - $623K
|
79.3K
$3.42M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
132KNew |
$5.56M - $5.89M
|
132K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 6.45% |
$50.9K - $54K
|
20K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-82- 1.57% |
$3.45K - $3.66K
|
5.14K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-231- 0.47% |
$9.72K - $10.3K
|
48.8K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.33% |
$253 - $268
|
186
$8.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 21.35% |
$64.1K - $68K
|
8.66K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.99KNew |
$210K - $223K
|
4.99K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.73% |
$1.52K - $1.61K
|
4.89K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.19K- 12.48% |
$176K - $187K
|
29.4K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
797+ 20.64% |
$33.5K - $35.6K
|
4.66K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$197K - $209K
|
4.68K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
577+ 3.63% |
$24.3K - $25.8K
|
16.5K
$712K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
370+ 70.61% |
$15.6K - $16.5K
|
894
$38.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
221+ 0.99% |
$9.3K - $9.87K
|
22.6K
$974K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-455- 8.3% |
$19.2K - $20.3K
|
5.03K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37+ 123.33% |
$1.56K - $1.65K
|
67
$2.89K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29New |
$1.22K - $1.29K
|
29
$1.25K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 21.37% |
$710K - $753K
|
95.8K
$4.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.45KNew |
$356K - $377K
|
8.45K
$365K
|