Purchases and Sales Made in Q4 2023 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
335KNew |
$13.4M - $14.6M
|
335K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
211KNew |
$8.45M - $9.19M
|
211K
$9.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
190KNew |
$7.58M - $8.24M
|
190K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92KNew |
$3.68M - $4M
|
92K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.4K+ 1.89% |
$3.41M - $3.71M
|
4.6M
$196M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 12.84% |
$1.54M - $1.67M
|
338K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.6K+ 388.79% |
$1.26M - $1.37M
|
39.8K
$1.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
22.5KNew |
$899K - $978K
|
22.5K
$960K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 18.83% |
$811K - $882K
|
128K
$5.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.4KNew |
$694K - $755K
|
17.4K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
17.2KNew |
$689K - $749K
|
17.2K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.5K+ 16.0% |
$661K - $718K
|
120K
$5.11M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 18.83% |
$632K - $687K
|
99.8K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 99.71% |
$571K - $620K
|
28.6K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
13.8KNew |
$553K - $601K
|
13.8K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 41.42% |
$495K - $538K
|
42.3K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.84KNew |
$313K - $340K
|
7.84K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7.67K+ 5.26% |
$306K - $333K
|
153K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.62KNew |
$304K - $331K
|
7.62K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.54K+ 14.63% |
$301K - $327K
|
59K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.25K+ 117.84% |
$290K - $315K
|
13.4K
$571K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.09KNew |
$283K - $308K
|
7.09K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.36KNew |
$254K - $276K
|
6.36K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.79KNew |
$231K - $251K
|
5.79K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.7KNew |
$228K - $248K
|
5.7K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.54KNew |
$221K - $241K
|
5.54K
$236K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.45KNew |
$218K - $237K
|
5.45K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.25KNew |
$210K - $228K
|
5.25K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.99K+ 44.28% |
$199K - $217K
|
16.3K
$693K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.69K+ 78.46% |
$187K - $204K
|
10.7K
$455K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.21K+ 25.66% |
$168K - $183K
|
20.6K
$879K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.08KNew |
$163K - $177K
|
4.08K
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.23K+ 21.87% |
$129K - $140K
|
18K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.95KNew |
$118K - $128K
|
2.95K
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.5K+ 22.42% |
$99.9K - $109K
|
13.7K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.25K+ 6.85% |
$89.8K - $97.7K
|
35.1K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.12KNew |
$84.8K - $92.2K
|
2.12K
$90.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 11.27% |
$60.6K - $65.9K
|
15K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 22.98% |
$57.7K - $62.7K
|
7.73K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 42.39% |
$52.7K - $57.3K
|
4.43K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 3.05% |
$50.1K - $54.5K
|
42.4K
$1.81M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18K+ 118300.0% |
$47.3K - $51.4K
|
1.18K
$50.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 0.8% |
$42.2K - $45.8K
|
133K
$5.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
940+ 2.0% |
$37.6K - $40.8K
|
47.8K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
857+ 6.51% |
$34.2K - $37.2K
|
14K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
712New |
$28.5K - $30.9K
|
712
$30.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$25.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
579+ 30.59% |
$23.1K - $25.2K
|
2.47K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
532New |
$21.3K - $23.1K
|
532
$22.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
503+ 2.29% |
$20.1K - $21.9K
|
22.4K
$957K
|