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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.5K- 31.13% |
$105K - $108K
|
5.53K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.3K+ 11.31% |
$1.65M - $1.71M
|
387K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-19K- 8.25% |
$799K - $825K
|
211K
$9.16M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$126 - $130
|
1.9K
$82.2K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
391New |
$16.4K - $17K
|
391
$17K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$456K - $471K
|
10.8K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 8.68% |
$2.4K - $2.48K
|
600
$26K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 10.37% |
$124K - $128K
|
25.4K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
515+ 0.63% |
$21.7K - $22.4K
|
82.4K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-86- 1.64% |
$3.62K - $3.73K
|
5.15K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.9K- 9.51% |
$164K - $169K
|
37.1K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.9K- 70.82% |
$670K - $692K
|
6.57K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-163- 3.57% |
$6.85K - $7.08K
|
4.4K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12- 0.15% |
$505 - $521
|
8.12K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 0.64% |
$1.51K - $1.56K
|
5.62K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.26% |
$1.22K - $1.26K
|
11.4K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.96K+ 17.97% |
$82.3K - $85K
|
12.8K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.35K+ 69.59% |
$309K - $319K
|
17.9K
$777K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-864K- 98.52% |
$36.3M - $37.5M
|
13K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-320- 4.71% |
$13.5K - $13.9K
|
6.47K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-179- 2.51% |
$7.53K - $7.77K
|
6.94K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.99K+ 36.52% |
$336K - $347K
|
29.9K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 12.38% |
$43.2K - $44.6K
|
9.34K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
64.6K+ 34.09% |
$2.72M - $2.81M
|
254K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.07K+ 7.59% |
$129K - $133K
|
43.5K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-76- 1.36% |
$3.2K - $3.3K
|
5.51K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 11.42% |
$2.05M - $2.12M
|
476K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
13.5K+ 68.53% |
$569K - $588K
|
33.3K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-545- 32.46% |
$22.9K - $23.7K
|
1.13K
$49.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
329+ 4.31% |
$13.8K - $14.3K
|
7.96K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.89K+ 4.56% |
$205K - $212K
|
112K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.18K- 7.89% |
$344K - $355K
|
95.5K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-617- 2.77% |
$25.9K - $26.8K
|
21.7K
$940K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.4KNew |
$227K - $234K
|
5.4K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
143New |
$6.01K - $6.21K
|
143
$6.2K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.22K- 18.54% |
$93.4K - $96.4K
|
9.75K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-73- 12.99% |
$3.07K - $3.17K
|
489
$21.2K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
264+ 1.86% |
$11.1K - $11.5K
|
14.5K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 1939.29% |
$114K - $118K
|
2.86K
$124K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-141- 1.48% |
$5.93K - $6.12K
|
9.4K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.65KNew |
$111K - $115K
|
2.65K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 3.89% |
$59.2K - $61.2K
|
37.7K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.34KNew |
$267K - $275K
|
6.34K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11.4K+ 5.47% |
$479K - $495K
|
220K
$9.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$1.89K - $1.95K
|
45
$1.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-625- 3.59% |
$26.3K - $27.1K
|
16.8K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
418+ 7.47% |
$17.6K - $18.2K
|
6.02K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.86KNew |
$204K - $211K
|
4.86K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.18K- 0.71% |
$386K - $399K
|
1.28M
$55.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
377+ 3.91% |
$15.9K - $16.4K
|
10K
$434K
|