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 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18- 0.17% |
$758 - $804
|
10.6K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-19- 0.32% |
$800 - $848
|
5.86K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 0.41% |
$1.14K - $1.21K
|
6.53K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.33% |
$1.47K - $1.56K
|
10.7K
$456K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.73% |
$1.52K - $1.61K
|
4.89K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58- 0.27% |
$2.44K - $2.59K
|
21.6K
$923K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.52% |
$2.57K - $2.72K
|
2.36K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-82- 1.57% |
$3.45K - $3.66K
|
5.14K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-121- 1.22% |
$5.09K - $5.4K
|
9.83K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-178- 0.51% |
$7.49K - $7.95K
|
34.5K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-189- 0.94% |
$7.96K - $8.44K
|
19.9K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-231- 0.47% |
$9.72K - $10.3K
|
48.8K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-235- 0.5% |
$9.89K - $10.5K
|
47.1K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-306- 2.72% |
$12.9K - $13.7K
|
10.9K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-435- 3.24% |
$18.3K - $19.4K
|
13K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-455- 8.3% |
$19.2K - $20.3K
|
5.03K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-486- 8.45% |
$20.5K - $21.7K
|
5.27K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 28.64% |
$20.8K - $22.1K
|
1.23K
$52.5K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-524- 6.4% |
$22.1K - $23.4K
|
7.67K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-613- 28.77% |
$25.8K - $27.4K
|
1.52K
$64.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-698- 4.49% |
$29.4K - $31.2K
|
14.9K
$634K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-886- 13.61% |
$37.3K - $39.6K
|
5.62K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 5.88% |
$43K - $45.6K
|
16.4K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.34K- 14.08% |
$56.4K - $59.8K
|
8.18K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 5.83% |
$69K - $73.2K
|
26.5K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 29.0% |
$130K - $138K
|
7.57K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.19K- 12.48% |
$176K - $187K
|
29.4K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 2.77% |
$210K - $222K
|
175K
$7.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.35K- 31.75% |
$225K - $239K
|
11.5K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.52K- 8.91% |
$232K - $247K
|
56.5K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-9.89K- 58.94% |
$416K - $442K
|
6.89K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-11.2K- 2.98% |
$473K - $502K
|
366K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.4K- 27.92% |
$523K - $555K
|
32.1K
$1.37M
|