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 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-476- 2.23% |
$19.8K - $20.4K
|
20.9K
$892K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-531- 62.4% |
$22.1K - $22.7K
|
320
$13.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-535- 2.71% |
$22.2K - $22.9K
|
19.2K
$820K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-619- 3.61% |
$25.7K - $26.5K
|
16.5K
$704K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-640- 0.46% |
$26.6K - $27.4K
|
140K
$5.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-702- 7.45% |
$29.2K - $30.1K
|
8.73K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-956- 7.85% |
$39.7K - $40.9K
|
11.2K
$479K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 1.51% |
$50.3K - $51.8K
|
78.9K
$3.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.25K- 15.73% |
$93.6K - $96.4K
|
12.1K
$515K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.35K- 29.99% |
$97.7K - $101K
|
5.49K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.87K- 7.89% |
$119K - $123K
|
33.5K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.71K- 92.68% |
$154K - $159K
|
293
$12.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.29K- 4.48% |
$178K - $184K
|
91.3K
$3.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.87K- 0.77% |
$202K - $208K
|
627K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.29K- 47.37% |
$220K - $227K
|
5.88K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.64K- 8.7% |
$235K - $242K
|
59.2K
$2.53M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.06K- 46.27% |
$293K - $302K
|
8.19K
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-8.04K- 32.38% |
$334K - $344K
|
16.8K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.95K- 22.31% |
$414K - $426K
|
34.6K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.1K- 78.64% |
$1.46M - $1.5M
|
9.52K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-51.5K- 70.5% |
$2.14M - $2.21M
|
21.6K
$919K
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-364K- 98.45% |
$15.2M - $15.6M
|
5.75K
$245K
|