Purchases and Sales Made in Q4 2022 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2022. 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 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
229K+ 477.49% |
$9.31M - $9.89M
|
277K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
225K+ 5.35% |
$9.15M - $9.72M
|
4.43M
$189M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
109K+ 145.45% |
$4.45M - $4.73M
|
185K
$7.88M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.1K+ 83.92% |
$3.18M - $3.38M
|
171K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
73K+ 494.22% |
$2.97M - $3.15M
|
87.8K
$3.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.9KNew |
$2.27M - $2.42M
|
55.9K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.3K+ 33.13% |
$2.09M - $2.22M
|
206K
$8.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 30.21% |
$1.62M - $1.73M
|
172K
$7.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
34.5KNew |
$1.4M - $1.49M
|
34.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30KNew |
$1.22M - $1.3M
|
30K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.2KNew |
$1.03M - $1.09M
|
25.2K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.6K+ 42.56% |
$959K - $1.02M
|
78.9K
$3.37M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.4KNew |
$953K - $1.01M
|
23.4K
$999K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
23KNew |
$936K - $995K
|
23K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
22.3KNew |
$905K - $962K
|
22.3K
$949K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 18.5% |
$797K - $846K
|
125K
$5.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$633K - $672K
|
15.6K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 945.13% |
$628K - $667K
|
17.1K
$728K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12.9K+ 11.55% |
$524K - $556K
|
124K
$5.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8K+ 15.85% |
$480K - $509K
|
86.1K
$3.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.7KNew |
$437K - $464K
|
10.7K
$458K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8.23KNew |
$335K - $356K
|
8.23K
$351K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.23KNew |
$335K - $356K
|
8.23K
$351K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.39KNew |
$301K - $319K
|
7.39K
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.05K+ 19.12% |
$287K - $305K
|
43.9K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.36K+ 7.94% |
$259K - $275K
|
86.4K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.11K+ 2840.47% |
$248K - $264K
|
6.32K
$270K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.67KNew |
$231K - $245K
|
5.67K
$242K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
5.56KNew |
$226K - $240K
|
5.56K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.54K+ 3.65% |
$226K - $240K
|
157K
$6.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.2KNew |
$212K - $225K
|
5.2K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.15KNew |
$210K - $223K
|
5.15K
$220K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.02K+ 5.8% |
$204K - $217K
|
91.5K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.97K+ 14.02% |
$202K - $215K
|
40.4K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.95K+ 32.42% |
$201K - $214K
|
20.2K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.84KNew |
$197K - $209K
|
4.84K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.38K+ 8.94% |
$178K - $189K
|
53.3K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.34K+ 29.93% |
$176K - $187K
|
18.8K
$803K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 23.19% |
$151K - $161K
|
19.7K
$842K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 31.26% |
$142K - $151K
|
14.7K
$626K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.31K+ 16.2% |
$135K - $143K
|
23.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.29K+ 25.19% |
$134K - $142K
|
16.3K
$697K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.94K+ 38.91% |
$119K - $127K
|
10.5K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.44K+ 11.56% |
$99.4K - $106K
|
23.6K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.23KNew |
$90.8K - $96.4K
|
2.23K
$95.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.11K+ 236.21% |
$85.7K - $91.1K
|
3K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.87KNew |
$75.9K - $80.6K
|
1.87K
$79.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 25.08% |
$75.7K - $80.4K
|
9.28K
$396K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 20.66% |
$73K - $77.6K
|
10.5K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$70.7K - $75.1K
|
1.74K
$74.1K
|