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
|
Valley National Advisers Inc
|
BUY
|
- |
538+ 4.26% |
$22K - $23K
|
13.2K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
472+ 7.07% |
$19.3K - $20.2K
|
7.15K
$305K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
454+ 4.93% |
$18.5K - $19.4K
|
9.67K
$412K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
429+ 3.08% |
$17.5K - $18.3K
|
14.3K
$612K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
322+ 4.12% |
$13.2K - $13.8K
|
8.13K
$347K
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
299+ 1.38% |
$12.2K - $12.8K
|
21.9K
$936K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
251+ 0.44% |
$10.3K - $10.7K
|
56.7K
$2.42M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
245+ 5.18% |
$10K - $10.5K
|
4.97K
$212K
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
198+ 2.98% |
$8.09K - $8.46K
|
6.84K
$292K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
165+ 0.85% |
$6.74K - $7.05K
|
19.5K
$831K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
153+ 1.46% |
$6.25K - $6.54K
|
10.6K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
105+ 8.36% |
$4.29K - $4.49K
|
1.36K
$58.1K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
97+ 5.9% |
$3.96K - $4.15K
|
1.74K
$74.3K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95+ 1.34% |
$3.88K - $4.06K
|
7.17K
$306K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 4.36% |
$3.59K - $3.76K
|
2.11K
$89.9K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
73New |
$2.98K - $3.12K
|
73
$3.11K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 8.47% |
$2.9K - $3.03K
|
909
$38.8K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 0.35% |
$2.86K - $2.99K
|
20.2K
$862K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
46+ 0.78% |
$1.88K - $1.97K
|
5.97K
$255K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
41+ 0.77% |
$1.67K - $1.75K
|
5.33K
$228K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 9.32% |
$1.35K - $1.41K
|
387
$16.5K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.23K - $1.28K
|
30
$1.28K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 10.96% |
$980 - $1.03K
|
243
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 2.77% |
$654 - $684
|
594
$25.3K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.41% |
$286 - $299
|
1.7K
$72.7K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$123 - $128
|
1.87K
$79.9K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4- 0.13% |
$163 - $171
|
3.11K
$133K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-10- 0.09% |
$409 - $427
|
11.5K
$492K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31- 0.06% |
$1.27K - $1.32K
|
50.6K
$2.16M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.76% |
$2K - $2.09K
|
6.37K
$272K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 50.71% |
$2.9K - $3.03K
|
69
$2.94K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-81- 7.97% |
$3.31K - $3.46K
|
935
$39.9K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-97- 2.55% |
$3.96K - $4.15K
|
3.71K
$158K
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-131- 0.41% |
$5.35K - $5.6K
|
32.2K
$1.37M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-142- 0.78% |
$5.8K - $6.07K
|
18K
$766K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-260- 1.26% |
$10.6K - $11.1K
|
20.4K
$871K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 5.28% |
$11.4K - $11.9K
|
5.01K
$214K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-285- 4.74% |
$11.6K - $12.2K
|
5.73K
$245K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-323- 0.78% |
$13.2K - $13.8K
|
41.1K
$1.75M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-709- 31.68% |
$29K - $30.3K
|
1.53K
$65.2K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.15K- 12.77% |
$46.9K - $49.1K
|
7.84K
$334K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 10.12% |
$49.1K - $51.4K
|
10.7K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 17.73% |
$55.3K - $57.9K
|
6.28K
$268K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.36K- 16.98% |
$55.4K - $58K
|
6.63K
$283K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.38K- 10.93% |
$56.5K - $59.1K
|
11.3K
$481K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 8.44% |
$62.5K - $65.4K
|
16.6K
$708K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.84K- 14.14% |
$75.2K - $78.7K
|
11.2K
$477K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 2.89% |
$110K - $115K
|
90.4K
$3.86M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.83K- 39.81% |
$116K - $121K
|
4.28K
$183K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.18K- 16.22% |
$130K - $136K
|
16.4K
$700K
|