Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.51M+ 69436.14% |
$207M - $221M
|
4.51M
$192M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
260K+ 6247.19% |
$11.9M - $12.7M
|
264K
$11.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172KNew |
$7.92M - $8.46M
|
172K
$7.36M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
153K+ 45.28% |
$7.02M - $7.5M
|
490K
$20.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 1.65% |
$6.53M - $6.97M
|
8.75M
$373M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133K+ 21.19% |
$6.13M - $6.54M
|
763K
$32.5M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
117K+ 65.25% |
$5.39M - $5.76M
|
297K
$12.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.7K+ 53.33% |
$2.7M - $2.88M
|
169K
$7.2M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51K+ 235.48% |
$2.34M - $2.5M
|
72.7K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.9K+ 21.18% |
$1.33M - $1.42M
|
166K
$7.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
28.4K+ 8.89% |
$1.31M - $1.39M
|
348K
$14.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.7K+ 20.01% |
$1.27M - $1.36M
|
166K
$7.08M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
24.3K+ 81.43% |
$1.12M - $1.19M
|
54.2K
$2.31M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.7K+ 209.11% |
$767K - $819K
|
24.7K
$1.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
16.5K+ 50.53% |
$757K - $809K
|
49.1K
$2.1M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15K+ 163.99% |
$689K - $736K
|
24.2K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 28.73% |
$677K - $723K
|
66K
$2.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
12.3KNew |
$564K - $602K
|
12.3K
$524K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.97K+ 17.21% |
$458K - $489K
|
67.9K
$2.9M
|
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
9.83KNew |
$451K - $482K
|
9.83K
$419K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
9.47K+ 76.65% |
$435K - $465K
|
21.8K
$931K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.93K+ 26.45% |
$364K - $389K
|
37.9K
$1.62M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
7.86K+ 18.25% |
$361K - $385K
|
50.9K
$2.17M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.48K+ 1.95% |
$343K - $367K
|
391K
$16.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
7.38KNew |
$339K - $362K
|
7.38K
$315K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.32KNew |
$336K - $359K
|
7.32K
$312K
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.9KNew |
$317K - $338K
|
6.9K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.82K+ 16.32% |
$313K - $335K
|
48.6K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.73KNew |
$263K - $281K
|
5.73K
$245K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.35K+ 75.91% |
$246K - $262K
|
12.4K
$529K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 29.88% |
$243K - $260K
|
23K
$982K
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
4.91K+ 1.63% |
$226K - $241K
|
307K
$13.1M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.76K+ 103.23% |
$219K - $234K
|
9.38K
$400K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
4.43KNew |
$203K - $217K
|
4.43K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
4.25K+ 25.47% |
$195K - $208K
|
20.9K
$893K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.13K+ 10.82% |
$190K - $203K
|
42.3K
$1.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.76K+ 28.61% |
$173K - $185K
|
16.9K
$722K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 33.8% |
$171K - $183K
|
14.8K
$629K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.67KNew |
$169K - $180K
|
3.67K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.24K+ 68.82% |
$149K - $159K
|
7.94K
$339K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.04K+ 2266.42% |
$139K - $149K
|
3.17K
$135K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.98K+ 18.55% |
$137K - $146K
|
19.1K
$813K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$136K - $145K
|
2.97K
$127K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.79K+ 5.46% |
$128K - $137K
|
53.9K
$2.3M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.64KNew |
$121K - $130K
|
2.64K
$113K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.52K+ 40.5% |
$115K - $123K
|
8.73K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.5K+ 25.7% |
$115K - $123K
|
12.2K
$521K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 1248.48% |
$114K - $121K
|
2.67K
$114K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.39K+ 1127.83% |
$110K - $117K
|
2.6K
$111K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.39K+ 37.71% |
$110K - $117K
|
8.71K
$372K
|