Purchases and Sales Made in Q1 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q1 2025. 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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.58% |
$61.1K - $63.1K
|
33.2K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 3.89% |
$59.2K - $61.2K
|
37.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 89.69% |
$55.3K - $57.1K
|
2.78K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 12.38% |
$43.2K - $44.6K
|
9.34K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.01K+ 11.0% |
$42.6K - $44K
|
10.2K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 97.67% |
$42.3K - $43.7K
|
2.04K
$88.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
996+ 11.75% |
$41.9K - $43.3K
|
9.48K
$411K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
981+ 10.38% |
$41.3K - $42.6K
|
10.4K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
936+ 7.29% |
$39.4K - $40.7K
|
13.8K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
682+ 0.97% |
$28.7K - $29.6K
|
70.8K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
626+ 1.9% |
$26.3K - $27.2K
|
33.6K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
535New |
$22.5K - $23.2K
|
535
$23.2K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
515+ 0.63% |
$21.7K - $22.4K
|
82.4K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
499+ 2.51% |
$21K - $21.7K
|
20.4K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
418+ 7.47% |
$17.6K - $18.2K
|
6.02K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
417+ 1.38% |
$17.5K - $18.1K
|
30.7K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
391New |
$16.4K - $17K
|
391
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
377+ 3.91% |
$15.9K - $16.4K
|
10K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
329+ 4.31% |
$13.8K - $14.3K
|
7.96K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
317+ 6.7% |
$13.3K - $13.8K
|
5.05K
$219K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13K - $13.5K
|
310
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
264+ 1.86% |
$11.1K - $11.5K
|
14.5K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
260+ 1.7% |
$10.9K - $11.3K
|
15.6K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
220+ 1.65% |
$9.25K - $9.55K
|
13.6K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210New |
$8.83K - $9.12K
|
210
$9.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
191+ 2.52% |
$8.03K - $8.3K
|
7.77K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
159New |
$6.69K - $6.91K
|
159
$6.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
143New |
$6.01K - $6.21K
|
143
$6.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
135+ 1.09% |
$5.68K - $5.86K
|
12.5K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
126+ 1.14% |
$5.3K - $5.47K
|
11.1K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
86+ 0.18% |
$3.62K - $3.73K
|
48.5K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$2.44K - $2.52K
|
58
$2.52K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.89% |
$1.98K - $2.04K
|
5.35K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
46+ 21.9% |
$1.93K - $2K
|
256
$11.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$1.89K - $1.95K
|
45
$1.95K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
40+ 0.11% |
$1.68K - $1.74K
|
35.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 0.64% |
$1.51K - $1.56K
|
5.62K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 97.3% |
$1.51K - $1.56K
|
73
$3.17K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
34+ 0.62% |
$1.43K - $1.48K
|
5.48K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.26% |
$1.22K - $1.26K
|
11.4K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 0.27% |
$1.22K - $1.26K
|
10.8K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$126 - $130
|
1.9K
$82.2K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.25% |
$42.1 - $43.4
|
400
$17.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.02% |
$126 - $130
|
12.2K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12- 0.15% |
$505 - $521
|
8.12K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 2.3% |
$1.39K - $1.43K
|
1.4K
$60.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 1.38% |
$1.43K - $1.48K
|
2.43K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 5.02% |
$2.06K - $2.13K
|
927
$40.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 0.81% |
$2.27K - $2.35K
|
6.63K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 8.68% |
$2.4K - $2.48K
|
600
$26K
|