Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-864K- 98.52% |
$36.3M - $37.5M
|
13K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-115K- 25.34% |
$4.84M - $5M
|
339K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.18K- 0.71% |
$386K - $399K
|
1.28M
$55.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.18K- 7.89% |
$344K - $355K
|
95.5K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.42K- 7.54% |
$144K - $148K
|
41.9K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.15K- 13.44% |
$132K - $137K
|
20.3K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.22K- 18.54% |
$93.4K - $96.4K
|
9.75K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 4.7% |
$68.6K - $70.9K
|
33.1K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 7.0% |
$50.4K - $52K
|
15.9K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-838- 3.94% |
$35.2K - $36.4K
|
20.4K
$885K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-827- 10.72% |
$34.8K - $35.9K
|
6.89K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-625- 3.59% |
$26.3K - $27.1K
|
16.8K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-617- 2.77% |
$25.9K - $26.8K
|
21.7K
$940K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-545- 32.46% |
$22.9K - $23.7K
|
1.13K
$49.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-349- 2.96% |
$14.7K - $15.2K
|
11.4K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-320- 4.71% |
$13.5K - $13.9K
|
6.47K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-258- 5.53% |
$10.8K - $11.2K
|
4.41K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-179- 2.51% |
$7.53K - $7.77K
|
6.94K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-163- 2.69% |
$6.85K - $7.08K
|
5.9K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-141- 1.48% |
$5.93K - $6.12K
|
9.4K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 50.0% |
$4.42K - $4.56K
|
105
$4.56K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-76- 1.36% |
$3.2K - $3.3K
|
5.51K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-73- 12.99% |
$3.07K - $3.17K
|
489
$21.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 3.75% |
$2.48K - $2.56K
|
1.52K
$65.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 5.02% |
$2.06K - $2.13K
|
927
$40.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 1.38% |
$1.43K - $1.48K
|
2.43K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 2.3% |
$1.39K - $1.43K
|
1.4K
$60.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.02% |
$126 - $130
|
12.2K
$530K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.6K- 40.86% |
$2.4M - $2.51M
|
81.9K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-53.9K- 22.53% |
$2.28M - $2.39M
|
185K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 25.46% |
$1.02M - $1.06M
|
70.1K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 32.57% |
$839K - $876K
|
41K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 4.87% |
$755K - $789K
|
348K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 22.63% |
$452K - $472K
|
36.4K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 24.93% |
$447K - $467K
|
31.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 92.48% |
$256K - $267K
|
491
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.75K- 48.67% |
$244K - $255K
|
6.06K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 5.15% |
$232K - $242K
|
101K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.74K- 26.95% |
$201K - $210K
|
12.8K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 36.47% |
$145K - $152K
|
5.97K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 7.89% |
$144K - $151K
|
39.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.18K- 38.88% |
$135K - $141K
|
5K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.9K- 26.54% |
$123K - $128K
|
8.03K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 9.93% |
$71.4K - $74.6K
|
15.3K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 26.68% |
$52.7K - $55.1K
|
3.42K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 15.64% |
$43.9K - $45.8K
|
5.58K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-992- 10.08% |
$42.1K - $43.9K
|
8.85K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-989- 37.26% |
$41.9K - $43.8K
|
1.67K
$72.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858- 95.97% |
$36.4K - $38K
|
36
$1.56K
|
|