Purchases and Sales Made in Q3 2021 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.43M+ 58.48% |
$120M - $122M
|
6.58M
$280M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
244K+ 63.12% |
$12.1M - $12.2M
|
629K
$26.8M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
105K+ 60.87% |
$5.22M - $5.29M
|
278K
$11.8M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 66.81% |
$5M - $5.07M
|
252K
$10.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.5K+ 184.31% |
$3.35M - $3.39M
|
104K
$4.43M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
66.8K+ 33.63% |
$3.31M - $3.36M
|
266K
$11.3M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
39K+ 36.35% |
$1.93M - $1.96M
|
146K
$6.23M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.6K+ 37.62% |
$1.57M - $1.59M
|
116K
$4.91M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
31.2KNew |
$1.55M - $1.57M
|
31.2K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
31.1K+ 62.61% |
$1.54M - $1.56M
|
80.8K
$3.44M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.3KNew |
$1.5M - $1.52M
|
30.3K
$1.29M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28.3K+ 43.32% |
$1.4M - $1.42M
|
93.7K
$3.99M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.8K+ 175.11% |
$1.23M - $1.24M
|
38.9K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.4K+ 112.6% |
$1.21M - $1.23M
|
46K
$1.96M
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
23.9KNew |
$1.18M - $1.2M
|
23.9K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
19.6KNew |
$972K - $985K
|
19.6K
$834K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
18.7K+ 64.18% |
$926K - $939K
|
47.8K
$2.03M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 178.75% |
$904K - $916K
|
28.4K
$1.21M
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.9K+ 47.38% |
$888K - $900K
|
55.7K
$2.37M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8KNew |
$783K - $794K
|
15.8K
$672K
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.4K+ 105.29% |
$714K - $724K
|
28.1K
$1.2M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.1KNew |
$651K - $660K
|
13.1K
$559K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
13.1K+ 487.49% |
$647K - $656K
|
15.7K
$669K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 104.9% |
$638K - $647K
|
25.2K
$1.07M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.4KNew |
$612K - $621K
|
12.4K
$526K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 38.04% |
$576K - $584K
|
42.2K
$1.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 98.28% |
$540K - $547K
|
22K
$935K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.86K+ 563.92% |
$390K - $395K
|
9.26K
$394K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.79K+ 55.78% |
$386K - $391K
|
21.7K
$925K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.62K+ 43.32% |
$378K - $383K
|
25.2K
$1.07M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.24KNew |
$359K - $364K
|
7.24K
$308K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.24KNew |
$359K - $364K
|
7.24K
$308K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.76K+ 49.86% |
$335K - $340K
|
20.3K
$865K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.13K+ 39.51% |
$304K - $308K
|
21.7K
$921K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.97K+ 46.65% |
$296K - $300K
|
18.8K
$799K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44KNew |
$270K - $273K
|
5.44K
$231K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.31K+ 105.92% |
$263K - $267K
|
10.3K
$439K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.88KNew |
$242K - $245K
|
4.88K
$208K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.83K+ 8.78% |
$239K - $243K
|
59.8K
$2.55M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
4.61KNew |
$228K - $232K
|
4.61K
$196K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.56KNew |
$226K - $229K
|
4.56K
$194K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.36K+ 42.35% |
$216K - $219K
|
14.6K
$623K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.35K+ 28.2% |
$215K - $218K
|
19.8K
$841K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 89.64% |
$202K - $205K
|
8.64K
$368K
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
4.04KNew |
$200K - $203K
|
4.04K
$172K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.64K+ 6.53% |
$180K - $183K
|
59.3K
$2.52M
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.41K+ 35.07% |
$169K - $171K
|
13.1K
$559K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.24K+ 13.38% |
$160K - $163K
|
27.4K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.96K+ 318.62% |
$147K - $149K
|
3.89K
$165K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.91K+ 6.29% |
$144K - $146K
|
49.1K
$2.09M
|