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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 21.35% |
$64.1K - $68K
|
8.66K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 16.85% |
$58.7K - $62.2K
|
9.67K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.24KNew |
$52.2K - $55.4K
|
1.24K
$52.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 4.53% |
$51.1K - $54.1K
|
28K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 6.45% |
$50.9K - $54K
|
20K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.03K+ 10.97% |
$43.1K - $45.8K
|
10.4K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.02K+ 16.08% |
$43.1K - $45.7K
|
7.39K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
797+ 20.64% |
$33.5K - $35.6K
|
4.66K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
745+ 10.92% |
$31.4K - $33.3K
|
7.57K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
725+ 2.21% |
$30.5K - $32.4K
|
33.6K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
635+ 2.95% |
$26.7K - $28.3K
|
22.2K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
596+ 2.47% |
$25.1K - $26.6K
|
24.8K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
577+ 3.63% |
$24.3K - $25.8K
|
16.5K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
534+ 6.91% |
$22.5K - $23.8K
|
8.27K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
471+ 2.85% |
$19.8K - $21K
|
17K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
436+ 2.03% |
$18.4K - $19.5K
|
21.9K
$935K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
397+ 5.88% |
$16.7K - $17.7K
|
7.15K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
390+ 2.27% |
$16.4K - $17.4K
|
17.6K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
374+ 4.29% |
$15.7K - $16.7K
|
9.1K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
370+ 70.61% |
$15.6K - $16.5K
|
894
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
341+ 35.56% |
$14.4K - $15.2K
|
1.3K
$55.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236+ 4.79% |
$9.93K - $10.5K
|
5.16K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
234+ 4.3% |
$9.85K - $10.4K
|
5.68K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
234+ 0.56% |
$9.85K - $10.4K
|
42.3K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232New |
$9.76K - $10.4K
|
232
$9.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
221+ 0.99% |
$9.3K - $9.87K
|
22.6K
$963K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
205+ 14.62% |
$8.63K - $9.15K
|
1.61K
$68.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
161New |
$6.78K - $7.19K
|
161
$6.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
140+ 2.87% |
$5.89K - $6.25K
|
5.02K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.72% |
$3.49K - $3.71K
|
4.91K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75New |
$3.16K - $3.35K
|
75
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
75+ 0.27% |
$3.16K - $3.35K
|
27.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
71+ 16.14% |
$2.99K - $3.17K
|
511
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68New |
$2.86K - $3.04K
|
68
$2.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 8.13% |
$2.1K - $2.23K
|
665
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
49+ 0.92% |
$2.06K - $2.19K
|
5.38K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 1.47% |
$2.02K - $2.14K
|
3.32K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
47New |
$1.98K - $2.1K
|
47
$2.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42New |
$1.77K - $1.87K
|
42
$1.79K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37+ 123.33% |
$1.56K - $1.65K
|
67
$2.86K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
35+ 0.29% |
$1.47K - $1.56K
|
12.1K
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.35% |
$1.39K - $1.47K
|
9.39K
$401K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29New |
$1.22K - $1.29K
|
29
$1.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.43% |
$1.09K - $1.16K
|
6.1K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
23+ 0.25% |
$968 - $1.03K
|
9.19K
$392K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18+ 0.09% |
$758 - $804
|
19.1K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.33% |
$253 - $268
|
186
$7.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.21% |
$168 - $179
|
1.89K
$80.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.1 - $44.6
|
1.46K
$62.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 5.45% |
$253 - $268
|
104
$4.44K
|