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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.84K- 26.2% |
$251K - $270K
|
16.5K
$702K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.15K- 9.2% |
$264K - $284K
|
60.7K
$2.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-6.26KClosed |
$269K - $290K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.9KClosed |
$296K - $319K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-8.08K- 36.99% |
$346K - $373K
|
13.8K
$587K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.18K- 15.19% |
$351K - $378K
|
45.7K
$1.95M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-8.39K- 40.09% |
$360K - $388K
|
12.5K
$535K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.57K- 37.25% |
$368K - $397K
|
14.4K
$616K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12.4K- 29.24% |
$530K - $572K
|
29.9K
$1.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.2K- 8.56% |
$609K - $657K
|
152K
$6.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.4K- 17.9% |
$1.04M - $1.13M
|
112K
$4.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.9K- 5.75% |
$1.88M - $2.03M
|
719K
$30.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-47.3K- 28.58% |
$2.03M - $2.19M
|
118K
$5.04M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94.3K- 31.74% |
$4.05M - $4.36M
|
203K
$8.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-126K- 1.43% |
$5.39M - $5.8M
|
8.63M
$368M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-256K- 5.66% |
$11M - $11.8M
|
4.26M
$182M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-264KClosed |
$11.3M - $12.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-490KClosed |
$21M - $22.7M
|
0
$0
|