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 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.9K+ 10.73% |
$87.3K - $93.2K
|
19.6K
$837K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.8K+ 1.68% |
$82.7K - $88.3K
|
109K
$4.65M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68KNew |
$76.9K - $82.2K
|
1.68K
$71.5K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.53K+ 10.11% |
$70.1K - $74.9K
|
16.6K
$710K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 6.98% |
$66.8K - $71.3K
|
22.3K
$951K
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.4K+ 23.94% |
$64.2K - $68.6K
|
7.24K
$309K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.38K+ 4.97% |
$63.2K - $67.5K
|
29.1K
$1.24M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.29K+ 4.82% |
$59.3K - $63.4K
|
28.1K
$1.2M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 23.15% |
$58.7K - $62.7K
|
6.81K
$290K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 1.81% |
$54.6K - $58.3K
|
66.8K
$2.85M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.1K+ 4.61% |
$50.7K - $54.2K
|
25.1K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01K+ 178.48% |
$46.5K - $49.6K
|
1.58K
$67.4K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
$36.7K - $39.2K
|
800
$34.1K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
666+ 8.16% |
$30.6K - $32.7K
|
8.82K
$376K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
584New |
$26.8K - $28.6K
|
584
$24.9K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
535New |
$24.6K - $26.2K
|
535
$22.8K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
421+ 7.08% |
$19.3K - $20.7K
|
6.37K
$272K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
244+ 2.49% |
$11.2K - $12K
|
10.1K
$429K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
154+ 2.23% |
$7.07K - $7.55K
|
7.05K
$301K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
147+ 0.76% |
$6.75K - $7.21K
|
19.5K
$833K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
134+ 0.49% |
$6.15K - $6.57K
|
27.5K
$1.17M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
76+ 1.41% |
$3.49K - $3.73K
|
5.45K
$233K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$2.43K - $2.6K
|
53
$2.26K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
22New |
$1.01K - $1.08K
|
22
$939
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 8.3% |
$918 - $981
|
261
$11.1K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.32% |
$872 - $932
|
5.93K
$253K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.32% |
$872 - $932
|
5.93K
$253K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
15+ 0.24% |
$689 - $736
|
6.35K
$271K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19- 0.17% |
$872 - $932
|
11.2K
$477K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38Closed |
$1.74K - $1.86K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52- 0.4% |
$2.39K - $2.55K
|
13K
$556K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-52- 1.69% |
$2.39K - $2.55K
|
3.02K
$129K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69Closed |
$3.17K - $3.38K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-97- 0.89% |
$4.45K - $4.76K
|
10.8K
$462K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-210- 5.68% |
$9.64K - $10.3K
|
3.49K
$149K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-237- 0.48% |
$10.9K - $11.6K
|
49.1K
$2.09M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-505- 3.14% |
$23.2K - $24.8K
|
15.6K
$665K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-973Closed |
$44.7K - $47.7K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1KClosed |
$45.9K - $49.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1KClosed |
$45.9K - $49.1K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$46K - $49.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 15.77% |
$47.3K - $50.5K
|
5.5K
$235K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 14.18% |
$47.5K - $50.8K
|
6.26K
$267K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.45K- 18.03% |
$66.4K - $70.9K
|
6.58K
$280K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 4.76% |
$69.7K - $74.5K
|
30.3K
$1.29M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.6K- 9.46% |
$73.3K - $78.3K
|
15.3K
$652K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 5.84% |
$76.3K - $81.5K
|
26.8K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 24.59% |
$77.8K - $83.1K
|
5.2K
$222K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.75KClosed |
$80.2K - $85.7K
|
0
$0
|