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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.42K- 7.54% |
$144K - $148K
|
41.9K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.51KNew |
$63.5K - $65.5K
|
1.51K
$65.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-163- 2.69% |
$6.85K - $7.08K
|
5.9K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-258- 5.53% |
$10.8K - $11.2K
|
4.41K
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 2.3% |
$1.39K - $1.43K
|
1.4K
$60.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
996+ 11.75% |
$41.9K - $43.3K
|
9.48K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
626+ 1.9% |
$26.3K - $27.2K
|
33.6K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-349- 2.96% |
$14.7K - $15.2K
|
11.4K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 97.3% |
$1.51K - $1.56K
|
73
$3.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
46+ 21.9% |
$1.93K - $2K
|
256
$11.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.01K+ 11.0% |
$42.6K - $44K
|
10.2K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 50.0% |
$4.42K - $4.56K
|
105
$4.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
135+ 1.09% |
$5.68K - $5.86K
|
12.5K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 1.38% |
$1.43K - $1.48K
|
2.43K
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 27.51% |
$811K - $837K
|
89.3K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
317+ 6.7% |
$13.3K - $13.8K
|
5.05K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$207K - $214K
|
4.93K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 3.75% |
$2.48K - $2.56K
|
1.52K
$65.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 0.27% |
$1.22K - $1.26K
|
10.8K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 4.7% |
$68.6K - $70.9K
|
33.1K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 5.02% |
$2.06K - $2.13K
|
927
$40.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
417+ 1.38% |
$17.5K - $18.1K
|
30.7K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.02% |
$126 - $130
|
12.2K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-115K- 25.34% |
$4.84M - $5M
|
339K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
20.7K+ 645.3% |
$869K - $898K
|
23.9K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
499+ 2.51% |
$21K - $21.7K
|
20.4K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7.01KNew |
$295K - $305K
|
7.01K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 7.0% |
$50.4K - $52K
|
15.9K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
191+ 2.52% |
$8.03K - $8.3K
|
7.77K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.73KNew |
$409K - $422K
|
9.73K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-838- 3.94% |
$35.2K - $36.4K
|
20.4K
$885K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 89.69% |
$55.3K - $57.1K
|
2.78K
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.66K+ 15.64% |
$154K - $159K
|
27K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
86+ 0.18% |
$3.62K - $3.73K
|
48.5K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 29.15% |
$114K - $117K
|
12K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 2.39% |
$69.8K - $72.1K
|
71K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
981+ 10.38% |
$41.3K - $42.6K
|
10.4K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 1.51% |
$340K - $351K
|
543K
$23.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
34+ 0.62% |
$1.43K - $1.48K
|
5.48K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.01KNew |
$253K - $261K
|
6.01K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-827- 10.72% |
$34.8K - $35.9K
|
6.89K
$299K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132K+ 235.48% |
$5.6M - $5.85M
|
188K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 92.48% |
$256K - $267K
|
491
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.49K+ 40.32% |
$275K - $287K
|
22.6K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66New |
$2.8K - $2.92K
|
66
$2.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.33KNew |
$226K - $236K
|
5.33K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.84KNew |
$248K - $259K
|
5.84K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
205New |
$8.69K - $9.08K
|
205
$8.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73New |
$3.09K - $3.23K
|
73
$3.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
78+ 0.28% |
$3.31K - $3.45K
|
28K
$1.22M
|
|