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 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.38KNew |
$263K - $268K
|
5.38K
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.36K+ 43.39% |
$263K - $267K
|
17.7K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.22K+ 412.08% |
$256K - $260K
|
6.49K
$277K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.05K+ 23.24% |
$248K - $252K
|
26.8K
$1.14M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
5KNew |
$245K - $249K
|
5K
$213K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.77K+ 18.93% |
$234K - $238K
|
30K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.71KNew |
$231K - $234K
|
4.71K
$201K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.44K+ 16.19% |
$218K - $221K
|
31.9K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.19K+ 21.19% |
$205K - $208K
|
23.9K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.16KNew |
$204K - $207K
|
4.16K
$177K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.86K+ 41.69% |
$189K - $192K
|
13.1K
$559K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.48K+ 54.91% |
$171K - $173K
|
9.82K
$419K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.43K+ 43.99% |
$168K - $170K
|
11.2K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.3K+ 624.01% |
$162K - $164K
|
3.83K
$163K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.97K+ 22.59% |
$145K - $148K
|
16.1K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.2K+ 7.26% |
$108K - $109K
|
32.5K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 14.07% |
$102K - $104K
|
16.9K
$720K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.01K+ 41.16% |
$98.5K - $100K
|
6.89K
$294K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 28.04% |
$98.3K - $99.8K
|
9.16K
$391K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.96K+ 3.98% |
$95.9K - $97.4K
|
51.1K
$2.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 29.56% |
$78.8K - $80K
|
7.04K
$300K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.51K+ 3.15% |
$73.8K - $74.9K
|
49.3K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 9.78% |
$70.2K - $71.3K
|
16.1K
$686K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.28KNew |
$62.9K - $63.9K
|
1.28K
$54.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1KNew |
$49.1K - $49.8K
|
1K
$42.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1KNew |
$49K - $49.8K
|
1K
$42.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1KNew |
$49K - $49.8K
|
1K
$42.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
973New |
$47.7K - $48.4K
|
973
$41.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
921+ 111.5% |
$45.1K - $45.8K
|
1.75K
$74.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
841+ 3.88% |
$41.2K - $41.9K
|
22.5K
$960K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
701+ 6.79% |
$34.4K - $34.9K
|
11K
$470K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
593+ 3.16% |
$29.1K - $29.5K
|
19.4K
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
490+ 8.98% |
$24K - $24.4K
|
5.95K
$254K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
421+ 15.9% |
$20.6K - $21K
|
3.07K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
324+ 3.06% |
$15.9K - $16.1K
|
10.9K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
265+ 39.2% |
$13K - $13.2K
|
941
$40.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
204+ 9.16% |
$10K - $10.2K
|
2.43K
$104K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
158+ 395.0% |
$7.74K - $7.86K
|
198
$8.45K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129+ 29.45% |
$6.32K - $6.42K
|
567
$24.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53+ 1.16% |
$2.6K - $2.64K
|
4.61K
$197K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
41+ 0.65% |
$2.01K - $2.04K
|
6.33K
$270K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
24+ 171.43% |
$1.18K - $1.19K
|
38
$1.62K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-184- 2.02% |
$9.02K - $9.16K
|
8.92K
$381K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-285- 7.33% |
$14K - $14.2K
|
3.6K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-364Closed |
$17.8K - $18.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-607Closed |
$29.7K - $30.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-619- 3.94% |
$30.3K - $30.8K
|
15.1K
$645K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-662- 17.91% |
$32.4K - $32.9K
|
3.04K
$129K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-709- 6.66% |
$34.7K - $35.3K
|
9.94K
$424K
|