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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.46K+ 62.0% |
$61.5K - $63K
|
3.81K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.41K+ 6.84% |
$59.7K - $61.2K
|
22.1K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.28KNew |
$54.2K - $55.5K
|
1.28K
$54.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
845+ 2.74% |
$35.7K - $36.6K
|
31.7K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
740+ 16.69% |
$31.3K - $32K
|
5.17K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
727+ 0.77% |
$30.7K - $31.5K
|
95.6K
$4.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
718+ 4.36% |
$30.3K - $31.1K
|
17.2K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
705+ 4.09% |
$29.8K - $30.5K
|
18K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
703+ 2.11% |
$29.7K - $30.4K
|
34.1K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
697+ 1.46% |
$29.4K - $30.2K
|
48.5K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
679+ 7.68% |
$28.7K - $29.4K
|
9.52K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
609+ 12.37% |
$25.7K - $26.4K
|
5.53K
$236K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
606+ 11.12% |
$25.6K - $26.2K
|
6.06K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
562+ 3.12% |
$23.7K - $24.3K
|
18.6K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
481+ 7.56% |
$20.3K - $20.8K
|
6.85K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
480+ 7.54% |
$20.3K - $20.8K
|
6.84K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
440+ 6.6% |
$18.6K - $19K
|
7.11K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
341+ 5.69% |
$14.4K - $14.8K
|
6.33K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
279+ 3.65% |
$11.8K - $12.1K
|
7.92K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
249+ 11.21% |
$10.5K - $10.8K
|
2.47K
$105K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
245+ 4.42% |
$10.3K - $10.6K
|
5.79K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
234+ 11.03% |
$9.88K - $10.1K
|
2.36K
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
233+ 1.71% |
$9.84K - $10.1K
|
13.9K
$592K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229+ 0.87% |
$9.67K - $9.91K
|
26.5K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
212+ 0.6% |
$8.95K - $9.17K
|
35.3K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
189+ 1.09% |
$7.98K - $8.18K
|
17.6K
$749K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
107+ 1.72% |
$4.52K - $4.63K
|
6.32K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 3.42% |
$4.48K - $4.59K
|
3.21K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
92+ 0.54% |
$3.89K - $3.98K
|
17.1K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
78+ 8.85% |
$3.29K - $3.38K
|
959
$40.9K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63+ 0.47% |
$2.66K - $2.73K
|
13.5K
$574K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53+ 4.48% |
$2.24K - $2.29K
|
1.24K
$52.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$1.48K - $1.51K
|
35
$1.49K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
29+ 0.55% |
$1.22K - $1.25K
|
5.28K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
28+ 4.67% |
$1.18K - $1.21K
|
627
$26.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 8.94% |
$929 - $952
|
268
$11.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.4% |
$803 - $822
|
4.82K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$127 - $130
|
1.88K
$80.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.01% |
$42.2 - $43.3
|
17.5K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.01% |
$42.2 - $43.3
|
11.2K
$477K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.46% |
$803 - $822
|
4.16K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.04% |
$1.77K - $1.82K
|
106K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-98- 20.5% |
$4.14K - $4.24K
|
380
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-109- 1.58% |
$4.6K - $4.72K
|
6.77K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-284- 0.21% |
$12K - $12.3K
|
133K
$5.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-346- 6.73% |
$14.6K - $15K
|
4.79K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-363- 4.22% |
$15.3K - $15.7K
|
8.24K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-397- 4.55% |
$16.8K - $17.2K
|
8.33K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-450- 83.03% |
$19K - $19.5K
|
92
$3.92K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-468- 11.47% |
$19.8K - $20.3K
|
3.61K
$154K
|