Purchases and Sales Made in Q3 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2024. 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 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
239KNew |
$10.1M - $10.7M
|
239K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
132KNew |
$5.56M - $5.89M
|
132K
$5.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 7.17% |
$5.15M - $5.46M
|
1.83M
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
74.7KNew |
$3.15M - $3.34M
|
74.7K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.7K+ 21.49% |
$2.85M - $3.02M
|
383K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.6K+ 13.36% |
$2.51M - $2.66M
|
506K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35.5KNew |
$1.5M - $1.59M
|
35.5K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.2K+ 5.62% |
$1.48M - $1.57M
|
662K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 16.93% |
$844K - $895K
|
138K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.4K+ 11.39% |
$774K - $821K
|
180K
$7.67M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 21.37% |
$710K - $753K
|
95.8K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$677K - $718K
|
16.1K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 21.34% |
$587K - $623K
|
79.3K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 3.83% |
$568K - $602K
|
366K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.2K+ 6.23% |
$556K - $590K
|
225K
$9.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.4K+ 13.18% |
$521K - $553K
|
106K
$4.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.84KNew |
$414K - $439K
|
9.84K
$420K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.45KNew |
$356K - $377K
|
8.45K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.41K+ 20.99% |
$312K - $331K
|
42.7K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.26K+ 16.57% |
$305K - $324K
|
51K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.81KNew |
$286K - $304K
|
6.81K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69K+ 20.52% |
$282K - $299K
|
39.3K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.63K+ 30.34% |
$279K - $296K
|
28.5K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.62KNew |
$279K - $295K
|
6.62K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$277K - $294K
|
6.59K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.42KNew |
$270K - $287K
|
6.42K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6K+ 91.59% |
$253K - $268K
|
12.6K
$535K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
5.41K+ 1.34% |
$228K - $241K
|
409K
$17.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14KNew |
$217K - $230K
|
5.14K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.09KNew |
$214K - $227K
|
5.09K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
5K+ 33.71% |
$210K - $223K
|
19.8K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.99KNew |
$210K - $223K
|
4.99K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.92KNew |
$207K - $220K
|
4.92K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71KNew |
$198K - $210K
|
4.71K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$197K - $209K
|
4.68K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.66K+ 120.27% |
$196K - $208K
|
8.53K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.63KNew |
$195K - $207K
|
4.63K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.17K+ 8.36% |
$176K - $186K
|
54.1K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.88K+ 2.12% |
$163K - $173K
|
187K
$7.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 43.08% |
$150K - $159K
|
11.8K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.24K+ 8.12% |
$136K - $144K
|
43.1K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.13K+ 18.02% |
$132K - $140K
|
20.5K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 2.11% |
$124K - $132K
|
143K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.77K+ 15.18% |
$117K - $124K
|
21K
$897K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 3.01% |
$116K - $123K
|
94.1K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.52K+ 13.12% |
$106K - $113K
|
21.7K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 195300.0% |
$82.2K - $87.2K
|
1.95K
$83.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.85K+ 21.84% |
$77.9K - $82.6K
|
10.3K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 2.57% |
$64.1K - $68K
|
60.8K
$2.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 15.77% |
$64.1K - $68K
|
11.2K
$477K
|