Purchases and Sales Made in Q1 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q1 2024. 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 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
277K+ 6.02% |
$11.7M - $12M
|
4.88M
$208M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
152K+ 9.8% |
$6.42M - $6.58M
|
1.7M
$72.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$4.46M - $4.57M
|
106K
$4.51M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58K+ 70.51% |
$2.45M - $2.51M
|
140K
$5.98M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.9K+ 16.51% |
$2.36M - $2.42M
|
394K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
38.6K+ 11.51% |
$1.63M - $1.67M
|
374K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.7K+ 12.91% |
$1.59M - $1.63M
|
329K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28K+ 23.36% |
$1.18M - $1.21M
|
148K
$6.31M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 11.05% |
$1.17M - $1.19M
|
277K
$11.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
24.1K+ 7.21% |
$1.02M - $1.04M
|
358K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 11.61% |
$752K - $771K
|
171K
$7.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.8KNew |
$708K - $726K
|
16.8K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
14K+ 23.74% |
$592K - $606K
|
73.1K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.5KNew |
$572K - $586K
|
13.5K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7K+ 95.28% |
$493K - $505K
|
23.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.8K+ 47.77% |
$454K - $465K
|
33.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 39.87% |
$451K - $462K
|
37.4K
$1.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 183.81% |
$417K - $427K
|
15.2K
$651K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.5KNew |
$401K - $411K
|
9.5K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$392K - $402K
|
9.29K
$396K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.74KNew |
$327K - $335K
|
7.74K
$330K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.74KNew |
$327K - $335K
|
7.74K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.59K+ 36.84% |
$321K - $329K
|
28.2K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.29K+ 10.01% |
$308K - $316K
|
80.1K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.14K+ 21.7% |
$301K - $309K
|
40K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 17.32% |
$291K - $298K
|
46.6K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.34KNew |
$268K - $274K
|
6.34K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.15K+ 37.81% |
$260K - $266K
|
22.4K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.02K+ 1131.58% |
$254K - $260K
|
6.55K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$250K - $256K
|
5.92K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 4.47% |
$242K - $248K
|
134K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$205K - $210K
|
4.84K
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.82K+ 15.24% |
$203K - $208K
|
36.4K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.77K+ 31.84% |
$201K - $206K
|
19.8K
$843K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.37K+ 76.71% |
$185K - $189K
|
10.1K
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 7.5% |
$179K - $184K
|
60.9K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.87K+ 22.09% |
$163K - $167K
|
21.4K
$912K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.58K+ 20.46% |
$151K - $155K
|
21.1K
$899K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.45K+ 19.87% |
$146K - $149K
|
20.8K
$887K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.13K+ 44.15% |
$132K - $135K
|
10.2K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.52K+ 43.58% |
$107K - $109K
|
8.31K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.25K+ 5.31% |
$95K - $97.3K
|
44.6K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.25K+ 16.02% |
$95K - $97.3K
|
16.3K
$694K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.11K+ 20.95% |
$89.2K - $91.3K
|
12.2K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.08K+ 11.38% |
$88K - $90.2K
|
20.4K
$870K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.95K+ 8.61% |
$82.4K - $84.4K
|
24.6K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7KNew |
$71.7K - $73.4K
|
1.7K
$72.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.81% |
$68.5K - $70.1K
|
44.2K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.61K+ 29.54% |
$68K - $69.7K
|
7.06K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.53K+ 61.93% |
$64.7K - $66.2K
|
4K
$171K
|