Latest Institutional Purchases of Ishares Tr Esg Advanced Total (EUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Advanced Total (EUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.7K+ 5.32% |
$921K - $962K
|
430K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1K+ 89.61% |
$726K - $759K
|
36.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$721K - $753K
|
17K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$653K - $683K
|
15.4K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.46KNew |
$401K - $419K
|
9.46K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$327K - $342K
|
7.71K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.07KNew |
$257K - $269K
|
6.07K
$260K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$225K - $235K
|
5.3K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.76KNew |
$202K - $211K
|
4.76K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.56KNew |
$193K - $202K
|
4.56K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.63K+ 17.95% |
$69.2K - $72.3K
|
10.7K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 6.76% |
$58.8K - $61.4K
|
21.9K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.29K+ 6.46% |
$54.6K - $57.1K
|
21.2K
$909K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.23K+ 10.99% |
$52.1K - $54.4K
|
12.4K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
950+ 3.24% |
$40.3K - $42.1K
|
30.3K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
935+ 5.67% |
$39.6K - $41.4K
|
17.4K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
855+ 3.79% |
$36.2K - $37.9K
|
23.4K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
765+ 47.6% |
$32.4K - $33.9K
|
2.37K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
722New |
$30.6K - $32K
|
722
$30.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
424+ 5.93% |
$18K - $18.8K
|
7.58K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
327+ 1.47% |
$13.9K - $14.5K
|
22.5K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 2.56% |
$12.5K - $13K
|
11.8K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
152+ 2.99% |
$6.44K - $6.73K
|
5.24K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
129+ 1.07% |
$5.47K - $5.71K
|
12.2K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.05% |
$212 - $221
|
10.6K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$127 - $133
|
3
$128
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.4 - $44.3
|
1.47K
$62.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
239KNew |
$10.1M - $10.7M
|
239K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 7.17% |
$5.15M - $5.46M
|
1.83M
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
74.7KNew |
$3.15M - $3.34M
|
74.7K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.7K+ 21.49% |
$2.85M - $3.02M
|
383K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.6K+ 13.36% |
$2.51M - $2.66M
|
506K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35.5KNew |
$1.5M - $1.59M
|
35.5K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.2K+ 5.62% |
$1.48M - $1.57M
|
662K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 16.93% |
$844K - $895K
|
138K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.4K+ 11.39% |
$774K - $821K
|
180K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$677K - $718K
|
16.1K
$689K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 3.83% |
$568K - $602K
|
366K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.2K+ 6.23% |
$556K - $590K
|
225K
$9.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.4K+ 13.18% |
$521K - $553K
|
106K
$4.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.84KNew |
$414K - $439K
|
9.84K
$421K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.45KNew |
$356K - $377K
|
8.45K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.41K+ 20.99% |
$312K - $331K
|
42.7K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.26K+ 16.57% |
$305K - $324K
|
51K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69K+ 20.52% |
$282K - $299K
|
39.3K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.63K+ 30.34% |
$279K - $296K
|
28.5K
$1.22M
|
|