Purchases and Sales Made in Q2 2022 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
428+ 1.41% |
$18.4K - $19.8K
|
30.8K
$1.31M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
337+ 2.74% |
$14.5K - $15.6K
|
12.6K
$538K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291+ 18.43% |
$12.5K - $13.5K
|
1.87K
$79.8K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
190+ 0.39% |
$8.15K - $8.79K
|
49.3K
$2.1M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
185+ 1.19% |
$7.94K - $8.56K
|
15.8K
$673K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
182+ 2.06% |
$7.81K - $8.42K
|
9.01K
$384K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
148+ 0.31% |
$6.35K - $6.85K
|
47.8K
$2.04M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.02K - $5.41K
|
117
$4.99K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
91+ 0.24% |
$3.9K - $4.21K
|
38K
$1.62M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
76+ 14.21% |
$3.26K - $3.52K
|
611
$26.1K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23+ 0.23% |
$987 - $1.06K
|
10.1K
$430K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$601 - $648
|
14
$597
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$129 - $139
|
2.67K
$114K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-22Closed |
$944 - $1.02K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-26- 1.55% |
$1.12K - $1.2K
|
1.65K
$70.3K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-45- 0.68% |
$1.93K - $2.08K
|
6.53K
$279K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-76- 1.04% |
$3.26K - $3.52K
|
7.24K
$309K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-90- 1.22% |
$3.86K - $4.16K
|
7.29K
$311K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-102- 1.87% |
$4.38K - $4.72K
|
5.35K
$228K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-106- 2.04% |
$4.55K - $4.9K
|
5.09K
$217K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-117- 1.97% |
$5.02K - $5.41K
|
5.81K
$248K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-117- 1.97% |
$5.02K - $5.41K
|
5.81K
$248K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-129- 1.83% |
$5.54K - $5.97K
|
6.92K
$295K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-134- 2.1% |
$5.75K - $6.2K
|
6.23K
$266K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-157- 5.94% |
$6.74K - $7.26K
|
2.48K
$106K
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-186- 1.89% |
$7.98K - $8.6K
|
9.65K
$411K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 1.02% |
$8.54K - $9.2K
|
19.3K
$824K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-308- 2.02% |
$13.2K - $14.2K
|
15K
$639K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-530- 90.75% |
$22.7K - $24.5K
|
54
$2.3K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-586- 3.02% |
$25.1K - $27.1K
|
18.8K
$804K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-603- 5.39% |
$25.9K - $27.9K
|
10.6K
$452K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-610- 3.2% |
$26.2K - $28.2K
|
18.5K
$787K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-806- 1.58% |
$34.6K - $37.3K
|
50.1K
$2.14M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-818- 0.21% |
$35.1K - $37.8K
|
391K
$16.7M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-907- 7.32% |
$38.9K - $41.9K
|
11.5K
$490K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.25K- 10.65% |
$53.8K - $58K
|
10.5K
$448K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 4.98% |
$57.2K - $61.7K
|
25.5K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.55K- 42.95% |
$66.4K - $71.6K
|
2.06K
$87.7K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 12.75% |
$80.7K - $87K
|
12.9K
$549K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.93K- 2.17% |
$82.6K - $89K
|
86.9K
$3.71M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.37K- 91.13% |
$102K - $110K
|
231
$9.85K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.93K- 18.22% |
$126K - $136K
|
13.2K
$561K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.02KClosed |
$129K - $140K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.23K- 29.86% |
$139K - $149K
|
7.59K
$324K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.67KClosed |
$158K - $170K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.08K- 16.29% |
$175K - $189K
|
21K
$895K
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-4.43KClosed |
$190K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.28K- 43.22% |
$227K - $244K
|
6.94K
$296K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.73KClosed |
$246K - $265K
|
0
$0
|