Purchases and Sales Made in Q3 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2025. 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 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.5K+ 8.56% |
$2.08M - $2.14M
|
615K
$27.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
43.7K+ 9.13% |
$1.88M - $1.93M
|
523K
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 41.72% |
$473K - $486K
|
37.4K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.9K+ 28.13% |
$467K - $480K
|
49.5K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
6.81KNew |
$293K - $301K
|
6.81K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.18KNew |
$222K - $229K
|
5.18K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.71KNew |
$202K - $208K
|
4.71K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.32K+ 14.82% |
$143K - $147K
|
25.7K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 30.13% |
$138K - $142K
|
13.8K
$613K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 10.58% |
$72.1K - $74.2K
|
17.5K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.41K+ 12.33% |
$60.5K - $62.3K
|
12.8K
$568K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.02K+ 21.21% |
$43.9K - $45.2K
|
5.84K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
436+ 3.52% |
$18.7K - $19.3K
|
12.8K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
395+ 4.56% |
$17K - $17.5K
|
9.07K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
291+ 0.65% |
$12.5K - $12.9K
|
45K
$1.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
256+ 3.48% |
$11K - $11.3K
|
7.62K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
220+ 0.48% |
$9.45K - $9.72K
|
46.4K
$2.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
142+ 2.07% |
$6.1K - $6.28K
|
7K
$310K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
91+ 3.8% |
$3.91K - $4.02K
|
2.49K
$110K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28+ 0.48% |
$1.2K - $1.24K
|
5.81K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22New |
$945 - $972
|
22
$974
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 0.06% |
$773 - $796
|
30.1K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-32- 0.34% |
$1.38K - $1.41K
|
9.43K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-315- 1.05% |
$13.5K - $13.9K
|
29.6K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.65K- 29.95% |
$114K - $117K
|
6.19K
$274K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.88K- 11.16% |
$424K - $436K
|
78.6K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18K- 49.09% |
$773K - $796K
|
18.7K
$826K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.8K- 54.24% |
$1.06M - $1.1M
|
20.9K
$925K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-73.9K- 74.92% |
$3.18M - $3.27M
|
24.7K
$1.1M
|