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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
461+ 12.41% |
$18.4K - $20K
|
4.18K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
455+ 2.74% |
$18.2K - $19.8K
|
17K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
261+ 1.28% |
$10.4K - $11.3K
|
20.7K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
243+ 11.53% |
$9.71K - $10.6K
|
2.35K
$100K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236New |
$9.43K - $10.3K
|
236
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
186New |
$7.43K - $8.08K
|
186
$7.93K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144New |
$5.75K - $6.26K
|
144
$6.14K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
45+ 0.66% |
$1.8K - $1.95K
|
6.88K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.21% |
$160 - $174
|
1.88K
$80.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 25.93% |
$2.52K - $2.74K
|
180
$7.68K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 1.7% |
$3.4K - $3.69K
|
4.93K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-116- 19.53% |
$4.64K - $5.04K
|
478
$20.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-141- 36.43% |
$5.63K - $6.13K
|
246
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-221- 23.64% |
$8.83K - $9.6K
|
714
$30.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-310- 34.1% |
$12.4K - $13.5K
|
599
$25.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-351- 3.05% |
$14K - $15.2K
|
11.2K
$477K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-360- 2.14% |
$14.4K - $15.6K
|
16.5K
$702K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-381- 48.78% |
$15.2K - $16.6K
|
400
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-469- 1.72% |
$18.7K - $20.4K
|
26.8K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-480- 35.27% |
$19.2K - $20.9K
|
881
$37.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-521- 30.58% |
$20.8K - $22.6K
|
1.18K
$50.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-592- 1.84% |
$23.7K - $25.7K
|
31.6K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-595- 10.38% |
$23.8K - $25.8K
|
5.14K
$219K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-609- 5.12% |
$24.3K - $26.5K
|
11.3K
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-642- 9.68% |
$25.7K - $27.9K
|
5.99K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-832- 6.76% |
$33.2K - $36.1K
|
11.5K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-961- 13.4% |
$38.4K - $41.7K
|
6.21K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-987- 64.55% |
$39.4K - $42.9K
|
542
$23.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 13.39% |
$41.8K - $45.4K
|
6.76K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 13.39% |
$41.8K - $45.4K
|
6.76K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.19K- 27.66% |
$47.4K - $51.5K
|
3.1K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.28K- 36.55% |
$51.1K - $55.6K
|
2.22K
$94.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 7.92% |
$56.8K - $61.8K
|
16.5K
$706K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 19.98% |
$57.1K - $62K
|
5.72K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.48K- 18.84% |
$59K - $64.2K
|
6.36K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 24.62% |
$62.7K - $68.1K
|
4.8K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.74K- 1.78% |
$69.4K - $75.5K
|
95.7K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 10.12% |
$78.8K - $85.7K
|
17.5K
$747K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.03K- 11.25% |
$81K - $88K
|
16K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.08K- 19.49% |
$83.2K - $90.5K
|
8.61K
$367K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.11K- 24.6% |
$84.3K - $91.7K
|
6.47K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.37K- 30.27% |
$94.5K - $103K
|
5.45K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.45K- 21.93% |
$98K - $107K
|
8.73K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.48K- 27.11% |
$99.1K - $108K
|
6.67K
$284K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.61K- 12.91% |
$104K - $113K
|
17.6K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 9.91% |
$116K - $126K
|
26.3K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.97K- 22.75% |
$119K - $129K
|
10.1K
$430K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-3.13K- 30.63% |
$125K - $136K
|
7.09K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.5K- 16.79% |
$140K - $152K
|
17.4K
$740K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 6.85% |
$166K - $181K
|
56.6K
$2.42M
|