Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Advanced Total (EUSB)
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-141- 0.83% |
$5.91K - $6.17K
|
16.9K
$722K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-170- 0.72% |
$7.12K - $7.44K
|
23.6K
$1.01M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-177- 2.76% |
$7.42K - $7.75K
|
6.24K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-413- 28.66% |
$17.3K - $18.1K
|
1.03K
$43.9K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-426- 5.17% |
$17.8K - $18.6K
|
7.81K
$333K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-426- 5.17% |
$17.8K - $18.6K
|
7.81K
$333K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-438- 55.3% |
$18.4K - $19.2K
|
354
$15.1K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-438- 55.3% |
$18.4K - $19.2K
|
354
$15.1K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-535- 8.17% |
$22.4K - $23.4K
|
6.02K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-715- 3.21% |
$30K - $31.3K
|
21.5K
$919K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-715- 9.64% |
$30K - $31.3K
|
6.7K
$286K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-788- 4.53% |
$33K - $34.5K
|
16.6K
$708K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-968- 13.1% |
$40.6K - $42.4K
|
6.42K
$274K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.02K- 17.95% |
$42.6K - $44.5K
|
4.65K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 48.41% |
$70.7K - $73.8K
|
1.8K
$76.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.72K- 8.68% |
$72K - $75.2K
|
18.1K
$772K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.73K- 16.89% |
$72.6K - $75.8K
|
8.52K
$364K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.11K- 16.14% |
$88.5K - $92.5K
|
11K
$468K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.62K- 67.64% |
$110K - $115K
|
1.25K
$53.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.38K- 15.13% |
$183K - $191K
|
24.5K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.46K- 73.05% |
$187K - $195K
|
1.65K
$70.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 22.71% |
$188K - $196K
|
15.3K
$651K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.85K- 85.17% |
$203K - $212K
|
845
$36K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.16K- 36.55% |
$216K - $226K
|
8.95K
$382K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.32K- 45.61% |
$223K - $233K
|
6.35K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.41K- 85.51% |
$227K - $237K
|
916
$39.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.49K- 37.17% |
$230K - $240K
|
9.27K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.84K- 33.62% |
$245K - $256K
|
11.5K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.85K- 50.21% |
$245K - $256K
|
5.8K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.19K- 42.15% |
$259K - $271K
|
8.49K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.63K- 32.8% |
$278K - $290K
|
13.6K
$579K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.78K- 55.43% |
$284K - $296K
|
5.45K
$232K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-7.1K- 51.54% |
$298K - $311K
|
6.68K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.39K- 54.22% |
$310K - $323K
|
6.24K
$266K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.28K- 35.36% |
$347K - $362K
|
15.1K
$646K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.55K- 59.79% |
$400K - $418K
|
6.42K
$274K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 56.63% |
$433K - $452K
|
7.91K
$337K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.4K- 55.9% |
$436K - $455K
|
8.2K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.9K- 58.01% |
$458K - $478K
|
7.91K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-11.2K- 79.2% |
$469K - $490K
|
2.94K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.7K- 98.3% |
$531K - $554K
|
219
$9.34K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 53.95% |
$533K - $557K
|
10.9K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13.1K- 62.31% |
$550K - $574K
|
7.94K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.5K- 51.68% |
$649K - $678K
|
14.5K
$618K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-15.7K- 40.91% |
$657K - $687K
|
22.7K
$967K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.9K- 64.24% |
$710K - $741K
|
9.43K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 45.32% |
$778K - $812K
|
22.4K
$955K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.5K- 60.91% |
$815K - $851K
|
12.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-19.7K- 57.06% |
$824K - $861K
|
14.8K
$631K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.7K- 25.21% |
$910K - $950K
|
64.4K
$2.75M
|