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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 13.39% |
$41.8K - $45.4K
|
6.76K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.62KNew |
$304K - $331K
|
7.62K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 19.98% |
$57.1K - $62K
|
5.72K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
190KNew |
$7.58M - $8.24M
|
190K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 41.42% |
$495K - $538K
|
42.3K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
186New |
$7.43K - $8.08K
|
186
$8.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
712New |
$28.5K - $30.9K
|
712
$30.7K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-32.1K- 52.37% |
$1.28M - $1.39M
|
29.2K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 18.83% |
$632K - $687K
|
99.8K
$4.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144New |
$5.75K - $6.26K
|
144
$6.22K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$25.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-609- 5.12% |
$24.3K - $26.5K
|
11.3K
$487K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.1K- 36.21% |
$723K - $786K
|
31.9K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.03K- 11.25% |
$81K - $88K
|
16K
$690K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 13.39% |
$41.8K - $45.4K
|
6.76K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.92KNew |
$201K - $210K
|
4.92K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
13.7KNew |
$558K - $584K
|
13.7K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 50.71% |
$2.9K - $3.03K
|
69
$2.98K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
41+ 0.77% |
$1.67K - $1.75K
|
5.33K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
245+ 5.18% |
$10K - $10.5K
|
4.97K
$215K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
454+ 4.93% |
$18.5K - $19.4K
|
9.67K
$417K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91KNew |
$200K - $210K
|
4.91K
$212K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
547+ 10.04% |
$22.3K - $23.4K
|
5.99K
$259K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
458+ 187.7% |
$19.4K - $19.9K
|
702
$30.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.62KNew |
$280K - $288K
|
6.62K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
570+ 2.37% |
$24.1K - $24.8K
|
24.6K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69KNew |
$241K - $248K
|
5.69K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 20.02% |
$69.4K - $71.4K
|
6.55K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.79% |
$127 - $131
|
382
$16.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 182.05% |
$3.01K - $3.09K
|
110
$4.75K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
72K+ 450.44% |
$3.05M - $3.13M
|
87.9K
$3.79M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.4K+ 257.23% |
$1.02M - $1.07M
|
33.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-413- 28.66% |
$17.3K - $18.1K
|
1.03K
$44.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.1KNew |
$1.26M - $1.32M
|
30.1K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.85K- 50.21% |
$245K - $256K
|
5.8K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.93K - $3.06K
|
70
$3.02K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.1KNew |
$551K - $575K
|
13.1K
$567K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.14KNew |
$383K - $400K
|
9.14K
$394K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
529New |
$22.2K - $23.1K
|
529
$22.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.02K- 17.95% |
$42.6K - $44.5K
|
4.65K
$201K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 0.43% |
$922 - $963
|
5.15K
$222K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-107- 1.11% |
$4.35K - $4.62K
|
9.55K
$412K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
643New |
$26.2K - $27.8K
|
643
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 7.4% |
$29.3K - $31.2K
|
9.03K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
173New |
$7.04K - $7.48K
|
173
$7.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96New |
$3.91K - $4.15K
|
96
$4.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.23KNew |
$90.8K - $96.4K
|
2.23K
$96.3K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-198- 3.87% |
$8.06K - $8.56K
|
4.91K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$70.7K - $75.1K
|
1.74K
$75K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-371- 6.02% |
$15.1K - $16K
|
5.79K
$250K
|
|