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 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.29K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$242K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 2.27% |
$3.48K - $3.63K
|
3.69K
$160K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
81New |
$3.43K - $3.59K
|
81
$3.51K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
78+ 0.28% |
$3.31K - $3.45K
|
28K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73New |
$3.09K - $3.23K
|
73
$3.17K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66New |
$2.8K - $2.92K
|
66
$2.86K
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$231K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$127 - $133
|
3
$130
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.34K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
74.7KNew |
$3.15M - $3.34M
|
74.7K
$3.24M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35.5KNew |
$1.5M - $1.59M
|
35.5K
$1.54M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69K+ 20.52% |
$282K - $299K
|
39.3K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.99KNew |
$210K - $223K
|
4.99K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71KNew |
$198K - $210K
|
4.71K
$204K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$197K - $209K
|
4.68K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.77K+ 15.18% |
$117K - $124K
|
21K
$913K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
596+ 2.47% |
$25.1K - $26.6K
|
24.8K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236+ 4.79% |
$9.93K - $10.5K
|
5.16K
$224K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
234+ 4.3% |
$9.85K - $10.4K
|
5.68K
$246K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232New |
$9.76K - $10.4K
|
232
$10.1K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
161New |
$6.78K - $7.19K
|
161
$6.98K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.72% |
$3.49K - $3.71K
|
4.91K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68New |
$2.86K - $3.04K
|
68
$2.95K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
47New |
$1.98K - $2.1K
|
47
$2.04K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42New |
$1.77K - $1.87K
|
42
$1.82K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.33% |
$253 - $268
|
186
$8.07K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.4K+ 1.98% |
$4.01M - $4.13M
|
4.98M
$216M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89.4KNew |
$3.72M - $3.83M
|
89.4K
$3.88M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.92KNew |
$79.9K - $82.3K
|
1.92K
$83.4K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671New |
$27.9K - $28.7K
|
671
$29.1K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 4.22% |
$12K - $12.4K
|
7.13K
$309K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$998 - $1.03K
|
24
$1.04K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.5KNew |
$572K - $586K
|
13.5K
$587K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7K+ 95.28% |
$493K - $505K
|
23.9K
$1.04M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.5KNew |
$401K - $411K
|
9.5K
$412K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$392K - $402K
|
9.29K
$403K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$250K - $256K
|
5.92K
$257K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$205K - $210K
|
4.84K
$210K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.45K+ 19.87% |
$146K - $149K
|
20.8K
$902K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.24KNew |
$52.4K - $53.7K
|
1.24K
$53.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
703+ 2.11% |
$29.7K - $30.4K
|
34.1K
$1.48M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 8.94% |
$929 - $952
|
268
$11.6K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 18.83% |
$632K - $687K
|
99.8K
$4.33M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
712New |
$28.5K - $30.9K
|
712
$30.9K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$26.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236New |
$9.43K - $10.3K
|
236
$10.2K
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
186New |
$7.43K - $8.08K
|
186
$8.07K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144New |
$5.75K - $6.26K
|
144
$6.25K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91KNew |
$200K - $210K
|
4.91K
$213K
|