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 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-520- 8.04% |
$22K - $22.5K
|
5.95K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-923- 5.58% |
$39K - $39.9K
|
15.6K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.15K- 10.85% |
$48.7K - $49.9K
|
9.48K
$404K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 69.92% |
$51.4K - $52.7K
|
524
$22.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.25K- 16.45% |
$52.9K - $54.2K
|
6.36K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.69K- 9.61% |
$71.4K - $73.2K
|
15.9K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.97K- 2.94% |
$83K - $85.1K
|
64.9K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.27K- 16.4% |
$95.9K - $98.2K
|
11.6K
$494K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 6.44% |
$96.4K - $98.7K
|
33.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.33K- 2.44% |
$98.5K - $101K
|
93.4K
$3.98M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.4K- 6.02% |
$101K - $104K
|
37.4K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.51K- 2.13% |
$191K - $195K
|
207K
$8.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.15K- 5.89% |
$218K - $223K
|
82.3K
$3.51M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.62K- 0.88% |
$237K - $243K
|
632K
$26.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.13K- 36.22% |
$343K - $352K
|
14.3K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.4K- 29.35% |
$355K - $363K
|
20.2K
$862K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-9.84K- 92.26% |
$415K - $426K
|
825
$35.2K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.4K- 51.56% |
$2M - $2.05M
|
44.6K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 44.02% |
$4.96M - $5.08M
|
149K
$6.37M
|