Purchases and Sales Made in Q3 2023 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2023. 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 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
942KNew |
$38.5M - $40.2M
|
942K
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
297KNew |
$12.1M - $12.7M
|
297K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
176K+ 67.08% |
$7.18M - $7.51M
|
438K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 113.7% |
$5.68M - $5.94M
|
261K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74K+ 32.77% |
$3.02M - $3.16M
|
300K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
42.4K+ 41.03% |
$1.73M - $1.81M
|
146K
$6.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.2K+ 19.4% |
$1.6M - $1.67M
|
241K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
39.1K+ 350.08% |
$1.6M - $1.67M
|
50.3K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30K+ 38.68% |
$1.22M - $1.28M
|
107K
$4.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.5K+ 365.96% |
$959K - $1M
|
29.9K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7K+ 28.64% |
$887K - $928K
|
97.5K
$4.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
16.8KNew |
$687K - $719K
|
16.8K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.2K+ 96.98% |
$661K - $691K
|
32.8K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 32.15% |
$604K - $632K
|
60.8K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$585K - $612K
|
14.3K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
13.7KNew |
$558K - $584K
|
13.7K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
12.8K+ 3.86% |
$521K - $545K
|
343K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.92K+ 19.32% |
$405K - $424K
|
61.3K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.01K+ 12.01% |
$368K - $385K
|
84K
$3.58M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.88K+ 106.99% |
$322K - $337K
|
15.2K
$651K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.82KNew |
$319K - $334K
|
7.82K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.05K+ 7.32% |
$288K - $301K
|
103K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.1K+ 28.85% |
$249K - $261K
|
27.2K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.5KNew |
$225K - $235K
|
5.5K
$235K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.47K+ 13.65% |
$223K - $234K
|
45.5K
$1.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
5.37K+ 92.71% |
$219K - $229K
|
11.2K
$476K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.99K+ 20.66% |
$204K - $213K
|
29.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.92KNew |
$201K - $210K
|
4.92K
$210K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91KNew |
$200K - $210K
|
4.91K
$209K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.2K+ 25.24% |
$172K - $180K
|
20.9K
$890K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.5KNew |
$143K - $150K
|
3.5K
$149K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 39.51% |
$138K - $144K
|
11.9K
$508K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.13K+ 6.67% |
$128K - $134K
|
50K
$2.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.71K+ 24.78% |
$111K - $116K
|
13.7K
$583K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.39K+ 10.87% |
$97.7K - $102K
|
24.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 15.05% |
$88.6K - $92.7K
|
16.6K
$707K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.97K+ 15.4% |
$80.5K - $84.2K
|
14.8K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.89K+ 5.28% |
$77.1K - $80.7K
|
37.7K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.8K+ 1871.88% |
$73.4K - $76.8K
|
1.89K
$80.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.78K+ 30.41% |
$72.5K - $75.9K
|
7.62K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 1.11% |
$57.1K - $59.8K
|
128K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.32K+ 8.19% |
$53.8K - $56.2K
|
17.4K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.21K+ 24.38% |
$49.2K - $51.5K
|
6.15K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1K+ 1.99% |
$41K - $42.9K
|
51.5K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
887+ 10.74% |
$36.2K - $37.9K
|
9.15K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
662+ 8.36% |
$27K - $28.3K
|
8.58K
$366K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
646+ 1.4% |
$26.4K - $27.6K
|
46.9K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
616+ 4.96% |
$25.2K - $26.3K
|
13K
$556K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 7.19% |
$24.5K - $25.6K
|
8.95K
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
547+ 10.04% |
$22.3K - $23.4K
|
5.99K
$256K
|