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 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 14.26% |
$66.5K - $70.6K
|
13.1K
$558K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 29.78% |
$64.8K - $68.8K
|
6.94K
$296K
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.54K+ 2.92% |
$62.7K - $66.6K
|
54.4K
$2.32M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44KNew |
$58.6K - $62.3K
|
1.44K
$61.5K
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
1.39K+ 10.42% |
$56.5K - $60K
|
14.7K
$628K
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.39K+ 3.06% |
$56.4K - $59.9K
|
46.7K
$1.99M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$50.3K - $53.5K
|
1.24K
$52.8K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.21K+ 13.33% |
$49.1K - $52.1K
|
10.3K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18KNew |
$48.2K - $51.2K
|
1.18K
$50.5K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
978+ 5.09% |
$39.8K - $42.3K
|
20.2K
$862K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
801+ 6.02% |
$32.6K - $34.6K
|
14.1K
$602K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
792New |
$32.2K - $34.2K
|
792
$33.8K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
783New |
$31.9K - $33.8K
|
783
$33.4K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
706+ 2.82% |
$28.7K - $30.5K
|
25.7K
$1.1M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
643New |
$26.2K - $27.8K
|
643
$27.4K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24.5K - $26K
|
601
$25.6K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
600+ 1.59% |
$24.4K - $25.9K
|
38.3K
$1.64M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
521+ 6.37% |
$21.2K - $22.5K
|
8.7K
$371K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
512+ 3.04% |
$20.8K - $22.1K
|
17.4K
$741K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
506+ 1.61% |
$20.6K - $21.9K
|
31.9K
$1.36M
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
438+ 123.73% |
$17.8K - $18.9K
|
792
$33.8K
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
298+ 3.34% |
$12.1K - $12.9K
|
9.23K
$394K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
287+ 0.46% |
$11.7K - $12.4K
|
62.5K
$2.66M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 4.67% |
$9.85K - $10.5K
|
5.43K
$232K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
238+ 2.09% |
$9.68K - $10.3K
|
11.6K
$497K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
173New |
$7.04K - $7.48K
|
173
$7.38K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96New |
$3.91K - $4.15K
|
96
$4.1K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7New |
$285 - $303
|
7
$299
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 0.91% |
$1.51K - $1.6K
|
4.05K
$173K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-78- 1.3% |
$3.17K - $3.37K
|
5.93K
$253K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-107- 1.11% |
$4.35K - $4.62K
|
9.55K
$407K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-108- 0.62% |
$4.39K - $4.67K
|
17.4K
$742K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 7.34% |
$4.56K - $4.84K
|
1.41K
$60.3K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 4.47% |
$6.63K - $7.04K
|
3.49K
$149K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-165- 3.21% |
$6.71K - $7.13K
|
4.98K
$212K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-198- 3.87% |
$8.06K - $8.56K
|
4.91K
$210K
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-201- 3.65% |
$8.18K - $8.69K
|
5.3K
$226K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-242- 5.88% |
$9.85K - $10.5K
|
3.88K
$165K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-243- 1.75% |
$9.89K - $10.5K
|
13.6K
$581K
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-371- 6.02% |
$15.1K - $16K
|
5.79K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-542- 5.4% |
$22.1K - $23.4K
|
9.5K
$405K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-607- 9.83% |
$24.7K - $26.2K
|
5.57K
$238K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-617- 9.08% |
$25.1K - $26.7K
|
6.18K
$263K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-652- 4.82% |
$26.5K - $28.2K
|
12.9K
$550K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 7.4% |
$29.3K - $31.2K
|
9.03K
$385K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-731- 5.04% |
$29.7K - $31.6K
|
13.8K
$588K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-895- 7.2% |
$36.4K - $38.7K
|
11.5K
$492K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-916- 4.78% |
$37.3K - $39.6K
|
18.2K
$778K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-920- 5.87% |
$37.4K - $39.8K
|
14.8K
$630K
|