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 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.17K+ 8.36% |
$176K - $186K
|
54.1K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
23+ 0.25% |
$968 - $1.03K
|
9.19K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
635+ 2.95% |
$26.7K - $28.3K
|
22.2K
$947K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 5.83% |
$69K - $73.2K
|
26.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 4.53% |
$51.1K - $54.1K
|
28K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
205+ 14.62% |
$8.63K - $9.15K
|
1.61K
$68.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.33% |
$1.47K - $1.56K
|
10.7K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 29.0% |
$130K - $138K
|
7.57K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18+ 0.09% |
$758 - $804
|
19.1K
$816K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.63KNew |
$195K - $207K
|
4.63K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
5K+ 33.71% |
$210K - $223K
|
19.8K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232New |
$9.76K - $10.4K
|
232
$9.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 21.34% |
$587K - $623K
|
79.3K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
132KNew |
$5.56M - $5.89M
|
132K
$5.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.73% |
$1.52K - $1.61K
|
4.89K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.99KNew |
$210K - $223K
|
4.99K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 21.35% |
$64.1K - $68K
|
8.66K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.33% |
$253 - $268
|
186
$7.93K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-231- 0.47% |
$9.72K - $10.3K
|
48.8K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-82- 1.57% |
$3.45K - $3.66K
|
5.14K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 6.45% |
$50.9K - $54K
|
20K
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
797+ 20.64% |
$33.5K - $35.6K
|
4.66K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.19K- 12.48% |
$176K - $187K
|
29.4K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$197K - $209K
|
4.68K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
577+ 3.63% |
$24.3K - $25.8K
|
16.5K
$703K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
370+ 70.61% |
$15.6K - $16.5K
|
894
$38.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
221+ 0.99% |
$9.3K - $9.87K
|
22.6K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-455- 8.3% |
$19.2K - $20.3K
|
5.03K
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37+ 123.33% |
$1.56K - $1.65K
|
67
$2.86K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29New |
$1.22K - $1.29K
|
29
$1.24K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 21.37% |
$710K - $753K
|
95.8K
$4.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.45KNew |
$356K - $377K
|
8.45K
$361K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
5.41K+ 1.34% |
$228K - $241K
|
409K
$17.4M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
183+ 7.41% |
$7.61K - $7.84K
|
2.65K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.08K+ 18.09% |
$86.3K - $88.9K
|
13.6K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.5K+ 938.37% |
$2.47M - $2.55M
|
65.8K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5K+ 13.24% |
$729K - $751K
|
150K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
170+ 5.76% |
$7.07K - $7.28K
|
3.12K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 4.22% |
$12K - $12.4K
|
7.13K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.4K+ 1.98% |
$4.01M - $4.13M
|
4.98M
$212M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-476- 2.23% |
$19.8K - $20.4K
|
20.9K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671New |
$27.9K - $28.7K
|
671
$28.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89.4KNew |
$3.72M - $3.83M
|
89.4K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$998 - $1.03K
|
24
$1.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
210New |
$8.73K - $8.99K
|
210
$8.96K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-253- 4.18% |
$10.5K - $10.8K
|
5.8K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-531- 62.4% |
$22.1K - $22.7K
|
320
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.71K- 92.68% |
$154K - $159K
|
293
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-56- 1.01% |
$2.33K - $2.4K
|
5.48K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.92KNew |
$79.9K - $82.3K
|
1.92K
$82K
|
|