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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.77K+ 103.27% |
$330K - $338K
|
15.3K
$663K
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
16.8K+ 3.63% |
$714K - $731K
|
479K
$20.8M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.22K- 3.06% |
$137K - $140K
|
102K
$4.43M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.21K+ 33.57% |
$392K - $401K
|
36.7K
$1.59M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 5.01% |
$766 - $784
|
341
$14.8K
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.13K+ 10.48% |
$90.4K - $92.6K
|
22.4K
$972K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.94K+ 93.98% |
$338K - $346K
|
16.4K
$711K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 6.93% |
$604K - $624K
|
222K
$9.61M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$197K - $203K
|
4.68K
$203K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11KNew |
$215K - $222K
|
5.11K
$221K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 1.97% |
$127K - $131K
|
156K
$6.76M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.23K+ 53.2% |
$136K - $140K
|
9.29K
$403K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.55K+ 33.38% |
$317K - $328K
|
30.1K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 2526.8% |
$5.92M - $6.11M
|
146K
$6.34M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.3K+ 139.88% |
$937K - $968K
|
38.2K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 7.12% |
$119K - $123K
|
42.5K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
40+ 0.11% |
$1.68K - $1.74K
|
35.6K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 0.81% |
$2.27K - $2.35K
|
6.63K
$287K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.44KNew |
$355K - $367K
|
8.44K
$366K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
159New |
$6.69K - $6.91K
|
159
$6.9K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13K - $13.5K
|
310
$13.4K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.2KNew |
$1.31M - $1.35M
|
31.2K
$1.35M
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.89% |
$1.98K - $2.04K
|
5.35K
$232K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-148K- 94.41% |
$6.23M - $6.44M
|
8.79K
$381K
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
11.4KNew |
$479K - $495K
|
11.4K
$495K
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-135K- 72.67% |
$5.66M - $5.85M
|
50.6K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
936+ 7.29% |
$39.4K - $40.7K
|
13.8K
$597K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.8K- 75.35% |
$665K - $687K
|
5.17K
$224K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.02K- 1.07% |
$169K - $174K
|
370K
$16M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 97.67% |
$42.3K - $43.7K
|
2.04K
$88.3K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4K+ 748.9% |
$1.57M - $1.63M
|
42.4K
$1.84M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$2.44K - $2.52K
|
58
$2.52K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.42KClosed |
$144K - $148K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.5K+ 69.98% |
$2.84M - $2.93M
|
164K
$7.11M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
682+ 0.97% |
$28.7K - $29.6K
|
70.8K
$3.07M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
220+ 1.65% |
$9.25K - $9.55K
|
13.6K
$589K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.48K+ 12.82% |
$62.1K - $64.1K
|
13K
$564K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-102- 6.13% |
$4.29K - $4.43K
|
1.56K
$67.8K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.25K- 7.19% |
$305K - $315K
|
93.6K
$4.06M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.25% |
$42.1 - $43.4
|
400
$17.4K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.36% |
$3.41K - $3.52K
|
5.89K
$255K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
126+ 1.14% |
$5.3K - $5.47K
|
11.1K
$483K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 60.48% |
$679K - $701K
|
42.8K
$1.86M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.58% |
$61.1K - $63.1K
|
33.2K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
535New |
$22.5K - $23.2K
|
535
$23.2K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
260+ 1.7% |
$10.9K - $11.3K
|
15.6K
$675K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 4.24% |
$64.9K - $67.1K
|
38K
$1.65M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.99K+ 19.16% |
$252K - $260K
|
37.2K
$1.61M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-172- 0.78% |
$7.23K - $7.47K
|
21.9K
$948K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.44K- 26.09% |
$103K - $106K
|
6.92K
$300K
|