Purchases and Sales Made in Q4 2021 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.03M+ 30.87% |
$99.5M - $101M
|
8.61M
$367M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
302KNew |
$14.8M - $15M
|
302K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 37.97% |
$5.18M - $5.26M
|
384K
$16.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.3K+ 327.77% |
$4.13M - $4.2M
|
110K
$4.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
82.5K+ 148.06% |
$4.04M - $4.11M
|
138K
$5.9M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
72K+ 27.1% |
$3.53M - $3.58M
|
338K
$14.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
68K+ 27.03% |
$3.33M - $3.39M
|
320K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
55.8K+ 69.06% |
$2.73M - $2.78M
|
137K
$5.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
54.8K+ 175.58% |
$2.69M - $2.73M
|
86K
$3.67M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
53.2KNew |
$2.61M - $2.65M
|
53.2K
$2.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
43.1KNew |
$2.11M - $2.14M
|
43.1K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
42.6K+ 213.93% |
$2.09M - $2.12M
|
62.5K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.5K+ 57.6% |
$1.69M - $1.72M
|
94.3K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.5K+ 22.93% |
$1.64M - $1.67M
|
180K
$7.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.9K+ 140.79% |
$1.52M - $1.54M
|
52.9K
$2.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
30.4K+ 1370.96% |
$1.49M - $1.51M
|
32.6K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
27.7KNew |
$1.36M - $1.38M
|
27.7K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.9K+ 21.52% |
$1.22M - $1.24M
|
140K
$5.99M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
24.2KNew |
$1.19M - $1.2M
|
24.2K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
23.2KNew |
$1.14M - $1.15M
|
23.2K
$989K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 22.12% |
$1.13M - $1.15M
|
127K
$5.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 80.41% |
$1.12M - $1.14M
|
51.3K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
20K+ 101.79% |
$978K - $993K
|
39.6K
$1.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 48.91% |
$932K - $947K
|
57.9K
$2.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
16.7KNew |
$817K - $830K
|
16.7K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 66.14% |
$815K - $828K
|
41.8K
$1.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.5K+ 14.4% |
$661K - $672K
|
107K
$4.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
13.2KNew |
$645K - $655K
|
13.2K
$561K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$645K - $655K
|
13.2K
$561K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13.1KNew |
$641K - $651K
|
13.1K
$558K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 73.04% |
$565K - $574K
|
27.3K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.1K+ 35.8% |
$493K - $500K
|
38.1K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.56K+ 22.66% |
$469K - $476K
|
51.8K
$2.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.23K+ 79.44% |
$452K - $459K
|
20.8K
$889K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.08K+ 105.08% |
$445K - $452K
|
17.7K
$756K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.16KNew |
$400K - $406K
|
8.16K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.14K+ 40.06% |
$399K - $405K
|
28.5K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.02KNew |
$393K - $399K
|
8.02K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.98KNew |
$391K - $397K
|
7.98K
$341K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
7.3KNew |
$358K - $363K
|
7.3K
$311K
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.9KNew |
$338K - $343K
|
6.9K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.89KNew |
$338K - $343K
|
6.89K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.7KNew |
$328K - $333K
|
6.7K
$286K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.53KNew |
$320K - $325K
|
6.53K
$279K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.34K+ 10.7% |
$311K - $316K
|
65.6K
$2.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.32KNew |
$310K - $315K
|
6.32K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.21KNew |
$304K - $309K
|
6.21K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6K+ 25.12% |
$294K - $299K
|
29.9K
$1.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.84KNew |
$286K - $291K
|
5.84K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.53KNew |
$271K - $275K
|
5.53K
$236K
|