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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.4K+ 11.39% |
$774K - $821K
|
180K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 5.45% |
$253 - $268
|
104
$4.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 28.64% |
$20.8K - $22.1K
|
1.23K
$52.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.81KNew |
$286K - $304K
|
6.81K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 3.83% |
$568K - $602K
|
366K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 2.57% |
$64.1K - $68K
|
60.8K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.7K+ 21.49% |
$2.85M - $3.02M
|
383K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.35% |
$1.39K - $1.47K
|
9.39K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.02K+ 16.08% |
$43.1K - $45.7K
|
7.39K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.62KNew |
$279K - $295K
|
6.62K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69K+ 20.52% |
$282K - $299K
|
39.3K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.4K+ 13.18% |
$521K - $553K
|
106K
$4.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.4K- 27.92% |
$523K - $555K
|
32.1K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 7.17% |
$5.15M - $5.46M
|
1.83M
$78.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-9.89K- 58.94% |
$416K - $442K
|
6.89K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 0.41% |
$1.14K - $1.21K
|
6.53K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
234+ 4.3% |
$9.85K - $10.4K
|
5.68K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-886- 13.61% |
$37.3K - $39.6K
|
5.62K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 8.13% |
$2.1K - $2.23K
|
665
$28.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18- 0.17% |
$758 - $804
|
10.6K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.66K+ 120.27% |
$196K - $208K
|
8.53K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.43% |
$1.09K - $1.16K
|
6.1K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-121- 1.22% |
$5.09K - $5.4K
|
9.83K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.41K+ 20.99% |
$312K - $331K
|
42.7K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.63K+ 30.34% |
$279K - $296K
|
28.5K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236+ 4.79% |
$9.93K - $10.5K
|
5.16K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
35+ 0.29% |
$1.47K - $1.56K
|
12.1K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-11.2K- 2.98% |
$473K - $502K
|
366K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.2K+ 5.62% |
$1.48M - $1.57M
|
662K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
374+ 4.29% |
$15.7K - $16.7K
|
9.1K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-306- 2.72% |
$12.9K - $13.7K
|
10.9K
$469K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.09KNew |
$214K - $227K
|
5.09K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.1 - $44.6
|
1.46K
$62.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
397+ 5.88% |
$16.7K - $17.7K
|
7.15K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.52K+ 13.12% |
$106K - $113K
|
21.7K
$934K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 16.85% |
$58.7K - $62.2K
|
9.67K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 1.47% |
$2.02K - $2.14K
|
3.32K
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.26K+ 16.57% |
$305K - $324K
|
51K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.72% |
$3.49K - $3.71K
|
4.91K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
161New |
$6.78K - $7.19K
|
161
$6.91K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.52% |
$2.57K - $2.72K
|
2.36K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 5.88% |
$43K - $45.6K
|
16.4K
$703K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-698- 4.49% |
$29.4K - $31.2K
|
14.9K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 15.77% |
$64.1K - $68K
|
11.2K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.35K- 31.75% |
$225K - $239K
|
11.5K
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.13K+ 18.02% |
$132K - $140K
|
20.5K
$881K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.88K+ 2.12% |
$163K - $173K
|
187K
$8.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-486- 8.45% |
$20.5K - $21.7K
|
5.27K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42New |
$1.77K - $1.87K
|
42
$1.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
725+ 2.21% |
$30.5K - $32.4K
|
33.6K
$1.44M
|