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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.5K- 49.56% |
$318K - $327K
|
7.64K
$326K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.5K- 49.56% |
$318K - $327K
|
7.64K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.93K- 16.07% |
$336K - $345K
|
41.4K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-10.1K- 68.07% |
$427K - $439K
|
4.73K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 63.14% |
$567K - $583K
|
7.81K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-71.5K- 64.1% |
$3.03M - $3.11M
|
40K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.1K- 45.63% |
$3.31M - $3.4M
|
93.1K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-205K- 72.62% |
$8.69M - $8.94M
|
77.4K
$3.3M
|