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 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.02K- 17.95% |
$42.6K - $44.5K
|
4.65K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 0.43% |
$922 - $963
|
5.15K
$220K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-107- 1.11% |
$4.35K - $4.62K
|
9.55K
$407K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
643New |
$26.2K - $27.8K
|
643
$27.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
173New |
$7.04K - $7.48K
|
173
$7.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96New |
$3.91K - $4.15K
|
96
$4.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.23KNew |
$90.8K - $96.4K
|
2.23K
$95.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-198- 3.87% |
$8.06K - $8.56K
|
4.91K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$70.7K - $75.1K
|
1.74K
$74.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 29.78% |
$64.8K - $68.8K
|
6.94K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-371- 6.02% |
$15.1K - $16K
|
5.79K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
783New |
$31.9K - $33.8K
|
783
$33.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.15KNew |
$210K - $223K
|
5.15K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 0.91% |
$1.51K - $1.6K
|
4.05K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-201- 3.65% |
$8.18K - $8.69K
|
5.3K
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$633K - $672K
|
15.6K
$663K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
5.56KNew |
$226K - $240K
|
5.56K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.2KNew |
$212K - $225K
|
5.2K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 25.08% |
$75.7K - $80.4K
|
9.28K
$396K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-607- 9.83% |
$24.7K - $26.2K
|
5.57K
$238K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7New |
$285 - $303
|
7
$299
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-165- 3.21% |
$6.71K - $7.13K
|
4.98K
$212K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$50.3K - $53.5K
|
1.24K
$52.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.6K- 7.64% |
$65.1K - $69.1K
|
19.3K
$824K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 4.67% |
$9.85K - $10.5K
|
5.43K
$232K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
23KNew |
$936K - $995K
|
23K
$982K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 50.0% |
$1.04M - $1.13M
|
25K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$1.07M - $1.16M
|
25.7K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
$1.62K - $1.76K
|
39
$1.66K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 28.32% |
$80K - $86.9K
|
4.88K
$208K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 0.36% |
$374 - $406
|
2.48K
$106K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
60+ 0.48% |
$2.49K - $2.71K
|
12.6K
$537K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$72.7K - $78.9K
|
1.75K
$74.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$89.7K - $97.4K
|
2.16K
$92.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-226- 7.62% |
$9.39K - $10.2K
|
2.74K
$117K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
44.9KNew |
$1.87M - $2.03M
|
44.9K
$1.92M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.02KNew |
$292K - $317K
|
7.02K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.9KClosed |
$296K - $319K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-490KClosed |
$21M - $22.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$661K - $713K
|
15.4K
$658K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$601 - $648
|
14
$597
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-8.08K- 36.99% |
$346K - $373K
|
13.8K
$587K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.02KClosed |
$129K - $140K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
856New |
$36.7K - $39.6K
|
856
$36.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-4.43KClosed |
$190K - $205K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.02K - $5.41K
|
117
$4.99K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.92KClosed |
$410K - $438K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$2.43K - $2.6K
|
53
$2.26K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1KClosed |
$45.9K - $49.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69Closed |
$3.17K - $3.38K
|
0
$0
|
|