Purchases and Sales Made in Q2 2023 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q2 2023. 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 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
81K+ 1.79% |
$3.43M - $3.53M
|
4.61M
$197M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
76.6K+ 61.13% |
$3.24M - $3.34M
|
202K
$8.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
72K+ 450.44% |
$3.05M - $3.13M
|
87.9K
$3.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
59.4KNew |
$2.51M - $2.59M
|
59.4K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.1K+ 1.7% |
$2.29M - $2.36M
|
3.24M
$138M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.4K+ 22.44% |
$1.75M - $1.8M
|
226K
$9.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.6K+ 615.88% |
$1.68M - $1.72M
|
46K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$1.53M - $1.57M
|
36.2K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24K+ 87.71% |
$1.02M - $1.05M
|
51.4K
$2.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
23.7K+ 29.75% |
$1M - $1.03M
|
103K
$4.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 21.97% |
$933K - $959K
|
122K
$5.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20.5K+ 17.4% |
$867K - $892K
|
138K
$5.89M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.3K+ 25.61% |
$647K - $666K
|
75K
$3.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 226.93% |
$489K - $503K
|
16.7K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.3K+ 17.61% |
$480K - $494K
|
75.8K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$473K - $487K
|
11.2K
$477K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.14K+ 22.1% |
$387K - $398K
|
50.5K
$2.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
8.73K+ 37.02% |
$370K - $380K
|
32.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.32K+ 49.13% |
$352K - $362K
|
25.2K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.19K+ 132.15% |
$305K - $313K
|
12.6K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.62KNew |
$280K - $288K
|
6.62K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.84KNew |
$247K - $254K
|
5.84K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
5.79KNew |
$245K - $252K
|
5.79K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69KNew |
$241K - $248K
|
5.69K
$243K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.52K+ 5.07% |
$234K - $241K
|
114K
$4.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.47K+ 6.02% |
$231K - $238K
|
96.3K
$4.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$218K - $224K
|
5.15K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.94KNew |
$209K - $215K
|
4.94K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.82K+ 3.22% |
$204K - $210K
|
154K
$6.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.41K+ 35.32% |
$187K - $192K
|
16.9K
$721K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 6.51% |
$143K - $147K
|
55.3K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 572.13% |
$137K - $141K
|
3.81K
$163K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3K+ 31.77% |
$127K - $130K
|
12.4K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.4K+ 12.25% |
$102K - $105K
|
22K
$939K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.2K+ 240.39% |
$93.2K - $95.9K
|
3.12K
$133K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 19.87% |
$91.4K - $94K
|
13K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.77K+ 7.91% |
$75K - $77.1K
|
24.2K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.66K+ 3.04% |
$70.4K - $72.4K
|
56.4K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 10.82% |
$66.4K - $68.3K
|
16.1K
$685K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.56K+ 9.42% |
$66.1K - $68K
|
18.1K
$773K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.45K+ 12.94% |
$61.4K - $63.1K
|
12.6K
$540K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 141.8% |
$50.1K - $51.6K
|
2.02K
$86.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 10.07% |
$49.6K - $51K
|
12.8K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.08K+ 13.7% |
$45.9K - $47.2K
|
8.99K
$383K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 2.96% |
$43.6K - $44.8K
|
35.8K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.02KNew |
$43K - $44.2K
|
1.02K
$43.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
976+ 8.61% |
$41.3K - $42.5K
|
12.3K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
929+ 4.7% |
$39.3K - $40.5K
|
20.7K
$882K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
915+ 8.33% |
$38.7K - $39.8K
|
11.9K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
851New |
$36K - $37.1K
|
851
$36.3K
|