Purchases and Sales Made in Q2 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q2 2024. 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 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
364K+ 5717.21% |
$15.1M - $15.6M
|
370K
$15.8M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.4K+ 1.98% |
$4.01M - $4.13M
|
4.98M
$212M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89.4KNew |
$3.72M - $3.83M
|
89.4K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62KNew |
$2.58M - $2.66M
|
62K
$2.65M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.5K+ 938.37% |
$2.47M - $2.55M
|
65.8K
$2.81M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.7K+ 13.11% |
$2.15M - $2.21M
|
446K
$19M
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
45.1K+ 12.61% |
$1.88M - $1.93M
|
403K
$17.2M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.8K+ 13.63% |
$1.57M - $1.62M
|
315K
$13.4M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.1K+ 230.89% |
$1.29M - $1.33M
|
44.5K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 20.25% |
$1.26M - $1.3M
|
180K
$7.66M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.7K+ 6.88% |
$942K - $970K
|
352K
$15M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5K+ 13.24% |
$729K - $751K
|
150K
$6.4M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$714K - $736K
|
17.2K
$733K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
16.3K+ 140.88% |
$678K - $698K
|
27.9K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 287.73% |
$619K - $637K
|
20.1K
$856K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 9.2% |
$565K - $582K
|
162K
$6.89M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.4KNew |
$558K - $575K
|
13.4K
$573K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 12.11% |
$532K - $548K
|
118K
$5.05M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.4K+ 61.39% |
$516K - $531K
|
32.6K
$1.39M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
11.5K+ 6.72% |
$478K - $493K
|
183K
$7.79M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.7KNew |
$446K - $459K
|
10.7K
$458K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 31.98% |
$441K - $454K
|
43.8K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.36KNew |
$389K - $401K
|
9.36K
$399K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.55KNew |
$272K - $281K
|
6.55K
$279K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.66K+ 12.81% |
$235K - $243K
|
49.9K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.45KNew |
$226K - $233K
|
5.45K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.22KNew |
$217K - $223K
|
5.22K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.18K+ 2.5% |
$215K - $222K
|
212K
$9.05M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.93KNew |
$205K - $211K
|
4.93K
$210K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.93KNew |
$205K - $211K
|
4.93K
$210K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.79K+ 82.76% |
$199K - $205K
|
10.6K
$451K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.71K+ 0.28% |
$196K - $202K
|
1.71M
$72.8M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 7.41% |
$188K - $193K
|
65.4K
$2.79M
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.59K+ 0.96% |
$149K - $154K
|
377K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.4K+ 6.41% |
$99.7K - $103K
|
39.8K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.08K+ 18.09% |
$86.3K - $88.9K
|
13.6K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05K+ 5.12% |
$85.3K - $87.8K
|
42.1K
$1.79M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.92KNew |
$79.9K - $82.3K
|
1.92K
$82K
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.44K+ 18.55% |
$59.7K - $61.4K
|
9.17K
$391K
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.44K+ 18.55% |
$59.7K - $61.4K
|
9.17K
$391K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.21K+ 3.81% |
$50.1K - $51.6K
|
32.9K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 6.71% |
$49K - $50.4K
|
18.7K
$800K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 12.05% |
$47.7K - $49.1K
|
10.7K
$455K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 13.32% |
$45.6K - $47K
|
9.34K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 5.38% |
$45.6K - $47K
|
21.5K
$917K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.06K+ 265.75% |
$44.2K - $45.5K
|
1.46K
$62.4K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
951+ 6.85% |
$39.5K - $40.7K
|
14.8K
$633K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
793+ 3.76% |
$33K - $34K
|
21.9K
$933K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
753+ 4.3% |
$31.3K - $32.2K
|
18.3K
$779K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
701+ 1.5% |
$29.1K - $30K
|
47.3K
$2.02M
|