Purchases and Sales Made in Q4 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2024. 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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
864K+ 6371.15% |
$36.6M - $38.2M
|
877K
$37.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 11.71% |
$1.9M - $1.99M
|
428K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2KNew |
$1.32M - $1.38M
|
31.2K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.6K+ 5.86% |
$1.26M - $1.31M
|
535K
$22.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.7K+ 5.32% |
$921K - $962K
|
430K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21.7K+ 11.6% |
$918K - $959K
|
208K
$8.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 11.33% |
$864K - $903K
|
200K
$8.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1K+ 89.61% |
$726K - $759K
|
36.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$721K - $753K
|
17K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$653K - $683K
|
15.4K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.2KNew |
$602K - $629K
|
14.2K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$482K - $503K
|
11.4K
$485K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9KNew |
$462K - $482K
|
10.9K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.46KNew |
$401K - $419K
|
9.46K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$327K - $342K
|
7.71K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.68KNew |
$283K - $296K
|
6.68K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.07KNew |
$257K - $269K
|
6.07K
$259K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$225K - $235K
|
5.3K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.76KNew |
$202K - $211K
|
4.76K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.56KNew |
$193K - $202K
|
4.56K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
3.2KNew |
$136K - $142K
|
3.2K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.63K+ 17.95% |
$69.2K - $72.3K
|
10.7K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 6.76% |
$58.8K - $61.4K
|
21.9K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.29K+ 6.46% |
$54.6K - $57.1K
|
21.2K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.23K+ 10.99% |
$52.1K - $54.4K
|
12.4K
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
950+ 3.24% |
$40.3K - $42.1K
|
30.3K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
935+ 5.67% |
$39.6K - $41.4K
|
17.4K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
855+ 3.79% |
$36.2K - $37.9K
|
23.4K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
765+ 47.6% |
$32.4K - $33.9K
|
2.37K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
722New |
$30.6K - $32K
|
722
$30.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
569+ 9.33% |
$24.1K - $25.2K
|
6.67K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
512+ 6.72% |
$21.7K - $22.7K
|
8.13K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
424+ 5.93% |
$18K - $18.8K
|
7.58K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355+ 1.27% |
$15K - $15.7K
|
28.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
327+ 1.47% |
$13.9K - $14.5K
|
22.5K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 2.56% |
$12.5K - $13K
|
11.8K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
253New |
$10.7K - $11.2K
|
253
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
152+ 2.99% |
$6.44K - $6.73K
|
5.24K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
129+ 1.07% |
$5.47K - $5.71K
|
12.2K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 2.27% |
$3.48K - $3.63K
|
3.69K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
81New |
$3.43K - $3.59K
|
81
$3.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
78+ 0.28% |
$3.31K - $3.45K
|
28K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73New |
$3.09K - $3.23K
|
73
$3.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 1.26% |
$2.88K - $3.01K
|
5.44K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
29+ 0.15% |
$1.23K - $1.28K
|
19.9K
$848K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.11% |
$424 - $443
|
9.2K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.05% |
$212 - $221
|
10.6K
$451K
|