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 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
833+ 6.14% |
$35.3K - $36.3K
|
14.4K
$615K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
730+ 11.51% |
$30.9K - $31.8K
|
7.08K
$302K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
712New |
$30.1K - $31K
|
712
$30.4K
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
570+ 2.37% |
$24.1K - $24.8K
|
24.6K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
458+ 187.7% |
$19.4K - $19.9K
|
702
$29.9K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
373+ 5.95% |
$15.8K - $16.2K
|
6.64K
$283K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
360+ 3.4% |
$15.2K - $15.7K
|
11K
$467K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
326+ 1.99% |
$13.8K - $14.2K
|
16.7K
$711K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
323+ 1.68% |
$13.7K - $14.1K
|
19.6K
$835K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
319+ 1.53% |
$13.5K - $13.9K
|
21.1K
$902K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
265+ 2.96% |
$11.2K - $11.5K
|
9.21K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
177+ 2.84% |
$7.49K - $7.71K
|
6.42K
$274K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174+ 0.14% |
$7.37K - $7.58K
|
126K
$5.38M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
103+ 0.48% |
$4.36K - $4.49K
|
21.6K
$923K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 182.05% |
$3.01K - $3.09K
|
110
$4.69K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
49+ 0.62% |
$2.07K - $2.13K
|
7.99K
$341K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
13+ 0.07% |
$550 - $566
|
18.1K
$772K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11+ 0.13% |
$466 - $479
|
8.53K
$364K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.06% |
$212 - $218
|
7.92K
$338K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$127 - $131
|
1.87K
$79.8K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.79% |
$127 - $131
|
382
$16.3K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.16% |
$84.7 - $87.1
|
1.26K
$53.6K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.03% |
$84.7 - $87.1
|
6.42K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.03% |
$127 - $131
|
11.5K
$492K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 0.83% |
$296 - $305
|
838
$35.7K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 5.62% |
$4.28K - $4.4K
|
1.7K
$72.4K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-148- 20.39% |
$6.27K - $6.45K
|
578
$24.7K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228- 2.69% |
$9.65K - $9.93K
|
8.26K
$352K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-263Closed |
$11.1K - $11.5K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-391- 1.98% |
$16.6K - $17K
|
19.3K
$824K
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-460- 0.98% |
$19.5K - $20K
|
46.3K
$1.97M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-612- 0.23% |
$25.9K - $26.7K
|
262K
$11.2M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-703- 23.9% |
$29.8K - $30.6K
|
2.24K
$95.5K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-710- 10.55% |
$30.1K - $30.9K
|
6.02K
$257K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-727- 12.08% |
$30.8K - $31.7K
|
5.29K
$226K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-836- 10.19% |
$35.4K - $36.4K
|
7.37K
$314K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-864- 1.68% |
$36.6K - $37.6K
|
50.6K
$2.16M
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-980- 8.55% |
$41.5K - $42.7K
|
10.5K
$447K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 8.82% |
$57K - $58.6K
|
13.9K
$594K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.41K- 21.06% |
$59.8K - $61.5K
|
5.29K
$226K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 20.02% |
$69.4K - $71.4K
|
6.55K
$279K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.09K- 26.08% |
$88.6K - $91.1K
|
5.93K
$253K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.16K- 23.25% |
$91.3K - $93.9K
|
7.12K
$304K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.63K- 9.86% |
$111K - $115K
|
24.1K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.89K- 5.92% |
$122K - $126K
|
45.9K
$1.96M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.04K- 6.09% |
$129K - $132K
|
46.9K
$2M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 2.07% |
$163K - $167K
|
182K
$7.76M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.41K- 17.98% |
$187K - $192K
|
20.1K
$859K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.7K- 97.11% |
$199K - $205K
|
140
$5.97K
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-6.75K- 2.0% |
$286K - $294K
|
330K
$14.1M
|