Purchases and Sales Made in Q3 2022 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2022. 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 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
258KNew |
$10.7M - $11.6M
|
258K
$11M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.6K+ 48.59% |
$4.09M - $4.45M
|
301K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
67.7K+ 891.36% |
$2.81M - $3.05M
|
75.3K
$3.21M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.5K+ 61.92% |
$2.1M - $2.28M
|
132K
$5.64M
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
44.9KNew |
$1.87M - $2.03M
|
44.9K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$1.07M - $1.16M
|
25.7K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.6K+ 63.99% |
$897K - $974K
|
55.4K
$2.36M
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
14.9KNew |
$620K - $674K
|
14.9K
$637K
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
13.3KNew |
$554K - $601K
|
13.3K
$569K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.3K+ 5759.31% |
$553K - $600K
|
13.5K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11KNew |
$455K - $495K
|
11K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$417K - $453K
|
10K
$428K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
9.74K+ 35.93% |
$405K - $439K
|
36.8K
$1.57M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
8.2K+ 15.19% |
$341K - $370K
|
62.2K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.03K+ 110.82% |
$333K - $362K
|
15.3K
$652K
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
7.42KNew |
$308K - $335K
|
7.42K
$316K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.13K+ 8.98% |
$296K - $322K
|
86.5K
$3.69M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.02KNew |
$292K - $317K
|
7.02K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.8K+ 16.13% |
$282K - $307K
|
48.9K
$2.09M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.45K+ 8.77% |
$268K - $291K
|
80K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.41K+ 30.56% |
$266K - $289K
|
27.4K
$1.17M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.1KNew |
$253K - $275K
|
6.1K
$260K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.01KNew |
$250K - $271K
|
6.01K
$256K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.6K+ 72.73% |
$233K - $253K
|
13.3K
$567K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.35KNew |
$222K - $241K
|
5.35K
$228K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
5.19KNew |
$215K - $234K
|
5.19K
$221K
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
5.14KNew |
$214K - $232K
|
5.14K
$219K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.95K+ 79.37% |
$205K - $223K
|
11.2K
$477K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.92K+ 31.68% |
$204K - $222K
|
20.4K
$872K
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.88K+ 15.95% |
$203K - $220K
|
35.4K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.7K+ 28.55% |
$195K - $212K
|
21.1K
$902K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.47K+ 64.41% |
$186K - $202K
|
11.4K
$487K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.83K+ 103.12% |
$159K - $173K
|
7.54K
$322K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.82K+ 1.05% |
$159K - $172K
|
368K
$15.7M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.79K+ 37.54% |
$157K - $171K
|
13.9K
$592K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.7KNew |
$154K - $167K
|
3.7K
$158K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.62K+ 32.49% |
$150K - $163K
|
14.8K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.15K+ 6.35% |
$131K - $142K
|
52.8K
$2.25M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$89.7K - $97.4K
|
2.16K
$92.1K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 37.99% |
$80.3K - $87.2K
|
7.03K
$300K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.8K+ 24.89% |
$74.9K - $81.3K
|
9.05K
$386K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$72.7K - $78.9K
|
1.75K
$74.7K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 5.72% |
$70.6K - $76.7K
|
31.4K
$1.34M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.65K+ 10.86% |
$68.6K - $74.5K
|
16.9K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 0.92% |
$66.4K - $72.1K
|
176K
$7.5M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.58K+ 22.21% |
$65.6K - $71.2K
|
8.69K
$371K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
892New |
$37K - $40.2K
|
892
$38.1K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
869+ 26.75% |
$36.1K - $39.2K
|
4.12K
$176K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
774+ 4.2% |
$32.1K - $34.9K
|
19.2K
$820K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
578+ 18.83% |
$24K - $26.1K
|
3.65K
$156K
|