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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 3.75% |
$2.48K - $2.56K
|
1.52K
$65.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-73- 12.99% |
$3.07K - $3.17K
|
489
$21.2K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-76- 1.36% |
$3.2K - $3.3K
|
5.51K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.36% |
$3.41K - $3.52K
|
5.89K
$255K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-86- 1.64% |
$3.62K - $3.73K
|
5.15K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-102- 6.13% |
$4.29K - $4.43K
|
1.56K
$67.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 50.0% |
$4.42K - $4.56K
|
105
$4.55K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-141- 1.48% |
$5.93K - $6.12K
|
9.4K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-163- 2.69% |
$6.85K - $7.08K
|
5.9K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-163- 3.57% |
$6.85K - $7.08K
|
4.4K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-172- 0.78% |
$7.23K - $7.47K
|
21.9K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-179- 2.51% |
$7.53K - $7.77K
|
6.94K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-258- 5.53% |
$10.8K - $11.2K
|
4.41K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-320- 4.71% |
$13.5K - $13.9K
|
6.47K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-349- 2.96% |
$14.7K - $15.2K
|
11.4K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-545- 32.46% |
$22.9K - $23.7K
|
1.13K
$49.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-617- 2.77% |
$25.9K - $26.8K
|
21.7K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-625- 3.59% |
$26.3K - $27.1K
|
16.8K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-827- 10.72% |
$34.8K - $35.9K
|
6.89K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-838- 3.94% |
$35.2K - $36.4K
|
20.4K
$885K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 7.0% |
$50.4K - $52K
|
15.9K
$690K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 4.7% |
$68.6K - $70.9K
|
33.1K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.22K- 18.54% |
$93.4K - $96.4K
|
9.75K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.44K- 26.09% |
$103K - $106K
|
6.92K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.5K- 31.13% |
$105K - $108K
|
5.53K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 10.37% |
$124K - $128K
|
25.4K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.15K- 13.44% |
$132K - $137K
|
20.3K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.42KClosed |
$144K - $148K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.42K- 7.54% |
$144K - $148K
|
41.9K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.9K- 9.51% |
$164K - $169K
|
37.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.02K- 1.07% |
$169K - $174K
|
370K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.25K- 7.19% |
$305K - $315K
|
93.6K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.18K- 7.89% |
$344K - $355K
|
95.5K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.18K- 0.71% |
$386K - $399K
|
1.28M
$55.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.8K- 75.35% |
$665K - $687K
|
5.17K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.9K- 70.82% |
$670K - $692K
|
6.57K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-19K- 8.25% |
$799K - $825K
|
211K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-115K- 25.34% |
$4.84M - $5M
|
339K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 67.88% |
$4.98M - $5.15M
|
56.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-135K- 72.67% |
$5.66M - $5.85M
|
50.6K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-148K- 94.41% |
$6.23M - $6.44M
|
8.79K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-864K- 98.52% |
$36.3M - $37.5M
|
13K
$564K
|