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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.4K- 58.59% |
$982K - $1.03M
|
16.6K
$707K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-24.3K- 55.34% |
$1.02M - $1.06M
|
19.6K
$836K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.2K- 20.07% |
$1.05M - $1.1M
|
100K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.5K- 60.94% |
$1.36M - $1.42M
|
20.8K
$888K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.9K- 40.4% |
$1.46M - $1.53M
|
51.5K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-35.8K- 40.82% |
$1.5M - $1.57M
|
51.9K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.9K- 55.25% |
$1.8M - $1.88M
|
34.7K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-45.9K- 29.17% |
$1.92M - $2.01M
|
112K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48.9K- 49.51% |
$2.05M - $2.14M
|
49.9K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-61.4K- 55.71% |
$2.57M - $2.69M
|
48.8K
$2.08M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-67.1K- 36.3% |
$2.81M - $2.93M
|
118K
$5.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-69.6K- 55.96% |
$2.91M - $3.04M
|
54.7K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-71.8K- 78.42% |
$3.01M - $3.14M
|
19.7K
$842K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.2K- 45.66% |
$3.28M - $3.42M
|
93.1K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-91.4K- 32.99% |
$3.83M - $4M
|
186K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-151K- 54.46% |
$6.31M - $6.59M
|
126K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-209K- 58.31% |
$8.76M - $9.14M
|
149K
$6.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-246K- 69.33% |
$10.3M - $10.8M
|
109K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-340K- 56.44% |
$14.3M - $14.9M
|
263K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.54M- 58.72% |
$190M - $199M
|
3.19M
$136M
|