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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671New |
$27.9K - $28.7K
|
671
$28.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
665New |
$27.6K - $28.5K
|
665
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
624+ 8.78% |
$25.9K - $26.7K
|
7.73K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
619+ 3.69% |
$25.7K - $26.5K
|
17.4K
$742K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
563+ 3.46% |
$23.4K - $24.1K
|
16.8K
$718K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
542+ 2.92% |
$22.5K - $23.2K
|
19.1K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
529+ 0.57% |
$22K - $22.7K
|
93.9K
$4.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
511+ 1.05% |
$21.2K - $21.9K
|
49K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
489+ 39.56% |
$20.3K - $20.9K
|
1.73K
$73.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
434+ 25.57% |
$18K - $18.6K
|
2.13K
$90.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
355+ 4.48% |
$14.8K - $15.2K
|
8.27K
$353K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
293+ 1.88% |
$12.2K - $12.5K
|
15.9K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 4.22% |
$12K - $12.4K
|
7.13K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
288+ 4.21% |
$12K - $12.3K
|
7.13K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
276+ 1.04% |
$11.5K - $11.8K
|
26.8K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
210New |
$8.73K - $8.99K
|
210
$8.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
192+ 1.12% |
$7.98K - $8.22K
|
17.4K
$741K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
183+ 7.41% |
$7.61K - $7.84K
|
2.65K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
178+ 2.81% |
$7.4K - $7.62K
|
6.51K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
177+ 1.87% |
$7.36K - $7.58K
|
9.66K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
170+ 5.76% |
$7.07K - $7.28K
|
3.12K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
162+ 1.95% |
$6.73K - $6.94K
|
8.47K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 2.1% |
$5.2K - $5.35K
|
6.07K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
119+ 9.28% |
$4.95K - $5.1K
|
1.4K
$59.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
90+ 1.88% |
$3.74K - $3.85K
|
4.88K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$2.7K - $2.78K
|
2.42K
$103K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 1.97% |
$2.62K - $2.7K
|
3.27K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
60+ 15.79% |
$2.49K - $2.57K
|
440
$18.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 1.44% |
$2.29K - $2.36K
|
3.86K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
48+ 0.91% |
$2K - $2.06K
|
5.33K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 0.74% |
$1.95K - $2.01K
|
6.36K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$998 - $1.03K
|
24
$1.02K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.1% |
$208 - $214
|
4.83K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$125 - $128
|
1.88K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$41.6 - $42.8
|
1
$42.7
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5- 14.29% |
$208 - $214
|
30
$1.28K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12- 1.91% |
$499 - $514
|
615
$26.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-19- 0.28% |
$790 - $814
|
6.76K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-55- 0.25% |
$2.29K - $2.36K
|
22.3K
$953K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-56- 1.01% |
$2.33K - $2.4K
|
5.48K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-75- 0.9% |
$3.12K - $3.21K
|
8.26K
$352K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110- 0.39% |
$4.57K - $4.71K
|
28.1K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-119- 1.18% |
$4.95K - $5.1K
|
9.96K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-239- 3.39% |
$9.94K - $10.2K
|
6.82K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-253- 4.18% |
$10.5K - $10.8K
|
5.8K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-284- 6.83% |
$11.8K - $12.2K
|
3.87K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-348- 2.19% |
$14.5K - $14.9K
|
15.6K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-387- 1.75% |
$16.1K - $16.6K
|
21.7K
$926K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-444- 1.8% |
$18.5K - $19K
|
24.2K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-469- 56.85% |
$19.5K - $20.1K
|
356
$15.2K
|