Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Advanced Total (EUSB)

EUSB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q1 2023. 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, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
104K
+ 2.34%
$4.34M - $4.53M
4.53M $193M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
78.2K
+ 84.02%
$3.28M - $3.42M
171K $7.31M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
76.8K
+ 37.31%
$3.22M - $3.36M
283K $12.1M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
69.5K
+ 124.26%
$2.91M - $3.04M
125K $5.35M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
30.1K
New
$1.26M - $1.32M
30.1K $1.28M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
26.7K
New
$1.12M - $1.17M
26.7K $1.14M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.4K
+ 257.23%
$1.02M - $1.07M
33.9K $1.45M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
17.2K
+ 27.51%
$720K - $752K
79.7K $3.4M
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
16K
New
$669K - $699K
16K $681K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
13.4K
+ 171.3%
$561K - $586K
21.2K $904K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
13K
+ 27.9%
$546K - $570K
59.7K $2.55M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
12.4K
+ 7.23%
$521K - $545K
185K $7.87M
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
12.1K
+ 3.73%
$509K - $531K
337K $14.4M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
11.9K
+ 15.11%
$500K - $522K
90.8K $3.88M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
11.6K
New
$487K - $509K
11.6K $496K
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
11.3K
New
$475K - $496K
11.3K $484K
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
11.2K
New
$469K - $490K
11.2K $478K
May 04, 2023 Q1 2023
Ma Private Wealth

BUY
 -
9.36K
+ 63.54%
$392K - $409K
24.1K $1.03M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
9.23K
+ 88.12%
$387K - $404K
19.7K $841K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.14K
New
$383K - $400K
9.14K $390K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
8.35K
New
$350K - $365K
8.35K $356K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
8.19K
New
$343K - $358K
8.19K $349K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
7.91K
New
$331K - $346K
7.91K $337K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.72K
+ 66.88%
$323K - $338K
19.3K $821K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
7.41K
+ 95.94%
$311K - $324K
15.1K $646K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
6.88K
+ 605.99%
$288K - $301K
8.02K $342K
Apr 17, 2023 Q1 2023
Optas, LLC

BUY
 -
6.27K
New
$263K - $274K
6.27K $267K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
5.09K
New
$213K - $223K
5.09K $217K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
2.44K
+ 81.49%
$102K - $107K
5.44K $232K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
2.44K
+ 5.19%
$102K - $107K
49.4K $2.11M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.62K
+ 6.29%
$67.8K - $70.8K
27.4K $1.17M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
963
+ 4.76%
$40.3K - $42.1K
21.2K $904K
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
942
+ 2.33%
$39.5K - $41.2K
41.4K $1.76M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
835
New
$35K - $36.5K
835 $35.6K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
781
New
$32.7K - $34.2K
781 $33.3K
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
731
+ 6.81%
$30.6K - $32K
11.5K $489K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
529
New
$22.2K - $23.1K
529 $22.6K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
260
+ 84.69%
$10.9K - $11.4K
567 $24.2K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
107
+ 1.02%
$4.48K - $4.68K
10.6K $452K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
96
New
$4.02K - $4.2K
96 $4.1K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
70
New
$2.93K - $3.06K
70 $2.99K
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
63
+ 0.14%
$2.64K - $2.76K
46.7K $1.99M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
39
New
$1.63K - $1.71K
39 $1.66K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
23
+ 3.27%
$964 - $1.01K
726 $31K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
22
+ 0.43%
$922 - $963
5.15K $220K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
2
+ 0.11%
$83.8 - $87.5
1.87K $79.6K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

SELL
 -
-10
- 0.15%
$419 - $438
6.73K $287K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-55
- 0.06%
$2.3K - $2.41K
93.1K $3.97M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-104
- 21.53%
$4.36K - $4.55K
379 $16.2K

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