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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
437+ 1.72% |
$18.1K - $19.7K
|
25.9K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 11.3% |
$17.2K - $18.7K
|
4.09K
$174K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
251+ 3.44% |
$10.4K - $11.3K
|
7.55K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
190+ 351.85% |
$7.89K - $8.57K
|
244
$10.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
137+ 0.09% |
$5.69K - $6.18K
|
152K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
92+ 15.06% |
$3.82K - $4.15K
|
703
$30K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
60+ 0.48% |
$2.49K - $2.71K
|
12.6K
$537K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
$1.62K - $1.76K
|
39
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19+ 0.13% |
$789 - $857
|
14.5K
$618K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.77% |
$83.1 - $90.2
|
263
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 0.36% |
$374 - $406
|
2.48K
$106K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27- 0.24% |
$1.12K - $1.22K
|
11.5K
$489K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 4.09% |
$4.53K - $4.92K
|
2.56K
$109K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 7.46% |
$5.11K - $5.55K
|
1.53K
$65.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-150- 1.67% |
$6.23K - $6.77K
|
8.86K
$378K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 2.6% |
$7.48K - $8.12K
|
6.74K
$287K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-226- 7.62% |
$9.39K - $10.2K
|
2.74K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-237- 12.67% |
$9.84K - $10.7K
|
1.63K
$69.7K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-239- 4.47% |
$9.93K - $10.8K
|
5.11K
$218K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-254- 0.67% |
$10.5K - $11.5K
|
37.7K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-355- 5.44% |
$14.7K - $16K
|
6.18K
$263K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-405- 0.89% |
$16.8K - $18.3K
|
45.3K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-467- 3.12% |
$19.4K - $21.1K
|
14.5K
$619K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-499- 6.84% |
$20.7K - $22.5K
|
6.79K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-591- 10.17% |
$24.5K - $26.7K
|
5.22K
$223K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-591- 10.17% |
$24.5K - $26.7K
|
5.22K
$223K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-663- 2.15% |
$27.5K - $29.9K
|
30.1K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-713- 7.39% |
$29.6K - $32.2K
|
8.93K
$381K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-721- 5.48% |
$29.9K - $32.5K
|
12.4K
$530K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-932- 8.8% |
$38.7K - $42K
|
9.66K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.21K- 5.35% |
$50.2K - $54.5K
|
21.4K
$911K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.36K- 7.2% |
$56.4K - $61.2K
|
17.5K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 6.72% |
$57.4K - $62.3K
|
19.2K
$817K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.41K- 13.42% |
$58.6K - $63.6K
|
9.1K
$388K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.54K- 9.31% |
$63.8K - $69.3K
|
15K
$639K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.64K- 10.41% |
$68.2K - $74.1K
|
14.1K
$603K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.7K- 5.68% |
$70.6K - $76.7K
|
28.2K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 10.44% |
$77.6K - $84.3K
|
16K
$684K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 28.32% |
$80K - $86.9K
|
4.88K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 4.42% |
$82.7K - $89.8K
|
43K
$1.84M
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.35K- 0.7% |
$97.7K - $106K
|
334K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.5K- 13.67% |
$104K - $113K
|
15.8K
$674K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.63K- 2.3% |
$109K - $119K
|
111K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.79K- 3.21% |
$116K - $126K
|
84.1K
$3.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.26K- 6.83% |
$135K - $147K
|
44.5K
$1.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.64K- 18.85% |
$151K - $164K
|
15.7K
$669K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.26K- 3.6% |
$177K - $192K
|
114K
$4.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-4.46K- 35.36% |
$185K - $201K
|
8.16K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.56K- 18.34% |
$189K - $206K
|
20.3K
$866K
|