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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 3.95% |
$48.5K - $51.5K
|
28.9K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.6K- 7.64% |
$65.1K - $69.1K
|
19.3K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.66K- 10.53% |
$67.7K - $71.9K
|
14.1K
$603K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.7K- 8.36% |
$69.1K - $73.4K
|
18.6K
$794K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.75K- 85.07% |
$71.2K - $75.6K
|
307
$13.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.84K- 6.53% |
$75K - $79.6K
|
26.4K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 4.79% |
$83.9K - $89.1K
|
41K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.08K- 81.12% |
$84.4K - $89.7K
|
483
$20.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 4.77% |
$95.6K - $102K
|
46.9K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.72K- 18.18% |
$110K - $117K
|
12.2K
$521K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.03K- 37.17% |
$123K - $131K
|
5.13K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.3K- 22.07% |
$134K - $143K
|
11.7K
$498K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.4K- 37.36% |
$138K - $147K
|
5.7K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.73K- 3.27% |
$152K - $161K
|
110K
$4.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.06K- 28.68% |
$165K - $175K
|
10.1K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.42K- 40.26% |
$180K - $191K
|
6.55K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.5K- 10.11% |
$183K - $195K
|
40K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.52K- 2.57% |
$184K - $195K
|
171K
$7.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.32K- 23.07% |
$257K - $273K
|
21.1K
$899K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-6.41K- 84.95% |
$261K - $277K
|
1.14K
$48.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.53K- 7.76% |
$266K - $282K
|
77.6K
$3.31M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-6.98K- 13.01% |
$284K - $302K
|
46.7K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.05K- 7.53% |
$328K - $348K
|
98.8K
$4.22M
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-8.99K- 2.69% |
$366K - $389K
|
325K
$13.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.94K- 38.36% |
$404K - $430K
|
16K
$681K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.1K- 3.55% |
$532K - $565K
|
355K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.5K- 5.17% |
$795K - $845K
|
358K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 8.06% |
$988K - $1.05M
|
277K
$11.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-27.8K- 58.42% |
$1.13M - $1.2M
|
19.8K
$845K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.7K- 8.88% |
$2.39M - $2.54M
|
603K
$25.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-515K- 6.24% |
$20.9M - $22.2M
|
7.73M
$330M
|