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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.84K+ 23.7% |
$141K - $142K
|
14.8K
$630K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 46.69% |
$113K - $114K
|
7.15K
$304K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.22KNew |
$110K - $111K
|
2.22K
$94.4K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.03K+ 35.24% |
$101K - $102K
|
7.79K
$331K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.78K+ 20.22% |
$88.3K - $89.5K
|
10.6K
$451K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 29.14% |
$70.9K - $71.9K
|
6.34K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.27KNew |
$62.8K - $63.7K
|
1.27K
$53.9K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.11K+ 25.45% |
$54.9K - $55.6K
|
5.46K
$232K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.09K+ 1840.68% |
$53.8K - $54.6K
|
1.15K
$48.7K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
908+ 21.86% |
$45K - $45.6K
|
5.06K
$215K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
826New |
$40.9K - $41.5K
|
826
$35.1K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
746+ 6.87% |
$37K - $37.5K
|
11.6K
$494K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
676New |
$33.5K - $34K
|
676
$28.8K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
642+ 32.0% |
$31.8K - $32.3K
|
2.65K
$113K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
452+ 1.79% |
$22.4K - $22.7K
|
25.7K
$1.09M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
312+ 28.84% |
$15.5K - $15.7K
|
1.39K
$59.3K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
222+ 11.08% |
$11K - $11.2K
|
2.23K
$94.7K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
40New |
$1.98K - $2.01K
|
40
$1.7K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
33+ 32.67% |
$1.64K - $1.66K
|
134
$5.7K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
31+ 14.76% |
$1.54K - $1.56K
|
241
$10.3K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29+ 0.27% |
$1.44K - $1.46K
|
10.6K
$453K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23+ 6.74% |
$1.14K - $1.16K
|
364
$15.5K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14New |
$694 - $704
|
14
$596
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6+ 1.15% |
$297 - $302
|
529
$22.5K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-34- 0.17% |
$1.69K - $1.71K
|
19.9K
$847K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-201- 2.03% |
$9.96K - $10.1K
|
9.72K
$414K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-666Closed |
$33K - $33.5K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 7.51% |
$36.7K - $37.2K
|
9.11K
$388K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.02K- 27.56% |
$50.5K - $51.2K
|
2.68K
$114K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.47KClosed |
$72.8K - $73.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.3KClosed |
$859K - $871K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.6K- 73.99% |
$2.31M - $2.34M
|
16.4K
$697K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-121KClosed |
$5.99M - $6.07M
|
0
$0
|