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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42New |
$1.77K - $1.87K
|
42
$1.8K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
35+ 0.42% |
$1.47K - $1.56K
|
8.29K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.35% |
$1.39K - $1.47K
|
9.39K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.43% |
$1.09K - $1.16K
|
6.1K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
23+ 0.25% |
$968 - $1.03K
|
9.19K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.33% |
$253 - $268
|
186
$7.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.21% |
$168 - $179
|
1.89K
$80.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.4K+ 1.98% |
$4.01M - $4.13M
|
4.98M
$213M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89.4KNew |
$3.72M - $3.83M
|
89.4K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.5K+ 938.37% |
$2.47M - $2.55M
|
65.8K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5K+ 13.24% |
$729K - $751K
|
150K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.08K+ 18.09% |
$86.3K - $88.9K
|
13.6K
$580K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.92KNew |
$79.9K - $82.3K
|
1.92K
$82.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671New |
$27.9K - $28.7K
|
671
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 4.22% |
$12K - $12.4K
|
7.13K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
210New |
$8.73K - $8.99K
|
210
$8.99K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
183+ 7.41% |
$7.61K - $7.84K
|
2.65K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
170+ 5.76% |
$7.07K - $7.28K
|
3.12K
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$998 - $1.03K
|
24
$1.03K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.5KNew |
$572K - $586K
|
13.5K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7K+ 95.28% |
$493K - $505K
|
23.9K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.5KNew |
$401K - $411K
|
9.5K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$392K - $402K
|
9.29K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$250K - $256K
|
5.92K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$205K - $210K
|
4.84K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.45K+ 19.87% |
$146K - $149K
|
20.8K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
703+ 2.11% |
$29.7K - $30.4K
|
34.1K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 8.94% |
$929 - $952
|
268
$11.5K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
190KNew |
$7.58M - $8.24M
|
190K
$8.11M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 18.83% |
$632K - $687K
|
99.8K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.62KNew |
$304K - $331K
|
7.62K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
712New |
$28.5K - $30.9K
|
712
$30.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$25.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236New |
$9.43K - $10.3K
|
236
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
186New |
$7.43K - $8.08K
|
186
$7.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144New |
$5.75K - $6.26K
|
144
$6.16K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
13.7KNew |
$558K - $584K
|
13.7K
$585K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91KNew |
$200K - $210K
|
4.91K
$210K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
547+ 10.04% |
$22.3K - $23.4K
|
5.99K
$256K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
454+ 4.93% |
$18.5K - $19.4K
|
9.67K
$414K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
245+ 5.18% |
$10K - $10.5K
|
4.97K
$213K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
41+ 0.77% |
$1.67K - $1.75K
|
5.33K
$228K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
72K+ 450.44% |
$3.05M - $3.13M
|
87.9K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.62KNew |
$280K - $288K
|
6.62K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69KNew |
$241K - $248K
|
5.69K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
570+ 2.37% |
$24.1K - $24.8K
|
24.6K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.79% |
$127 - $131
|
382
$16.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.1KNew |
$1.26M - $1.32M
|
30.1K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.1KNew |
$551K - $575K
|
13.1K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.14KNew |
$383K - $400K
|
9.14K
$391K
|
|