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 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.77K- 12.66% |
$190K - $207K
|
32.9K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.12K- 29.48% |
$205K - $222K
|
12.3K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.19K- 1.75% |
$207K - $225K
|
292K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 38.37% |
$220K - $239K
|
8.84K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.14K- 37.0% |
$245K - $267K
|
10.5K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.91K- 28.31% |
$276K - $300K
|
17.5K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.93K- 27.45% |
$277K - $301K
|
18.3K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.16K- 43.18% |
$286K - $311K
|
9.43K
$402K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-9.28K- 2.7% |
$371K - $403K
|
334K
$14.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.88K- 64.76% |
$395K - $429K
|
5.37K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 4.48% |
$468K - $508K
|
250K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.1K- 24.82% |
$562K - $611K
|
42.6K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.7K- 32.26% |
$586K - $638K
|
30.8K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 29.91% |
$605K - $657K
|
35.5K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.1K- 36.21% |
$723K - $786K
|
31.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.3K- 35.47% |
$733K - $797K
|
33.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.3K- 55.97% |
$889K - $967K
|
17.5K
$747K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.6K- 26.1% |
$943K - $1.03M
|
66.8K
$2.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-27.7K- 52.7% |
$1.11M - $1.2M
|
24.8K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-32.1K- 52.37% |
$1.28M - $1.39M
|
29.2K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.1K- 33.15% |
$1.44M - $1.57M
|
72.8K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.2K- 31.5% |
$1.61M - $1.75M
|
87.4K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.1K- 31.74% |
$1.76M - $1.92M
|
94.9K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.4K- 63.71% |
$2.73M - $2.97M
|
39K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171K- 39.04% |
$6.83M - $7.42M
|
267K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-305K- 32.34% |
$12.2M - $13.2M
|
637K
$27.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-761K- 32.9% |
$30.4M - $33M
|
1.55M
$66.2M
|