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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$127 - $133
|
3
$128
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.4 - $44.3
|
1.47K
$62.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-21- 0.3% |
$890 - $930
|
6.87K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30- 44.78% |
$1.27K - $1.33K
|
37
$1.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62- 0.04% |
$2.63K - $2.75K
|
175K
$7.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-203- 4.04% |
$8.61K - $8.99K
|
4.82K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-216- 60.67% |
$9.16K - $9.57K
|
140
$5.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-222- 2.6% |
$9.41K - $9.83K
|
8.31K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-234- 35.19% |
$9.92K - $10.4K
|
431
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 3.0% |
$12.5K - $13.1K
|
9.54K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-397- 4.11% |
$16.8K - $17.6K
|
9.27K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-449- 0.92% |
$19K - $19.9K
|
48.4K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-574- 46.63% |
$24.3K - $25.4K
|
657
$28.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-666- 3.08% |
$28.2K - $29.5K
|
21K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-785- 33.26% |
$33.3K - $34.8K
|
1.58K
$67.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-851- 25.66% |
$36.1K - $37.7K
|
2.47K
$105K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858- 95.97% |
$36.4K - $38K
|
36
$1.54K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-992- 10.08% |
$42.1K - $43.9K
|
8.85K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 15.64% |
$43.9K - $45.8K
|
5.58K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 9.93% |
$71.4K - $74.6K
|
15.3K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.07K- 30.48% |
$87.9K - $91.9K
|
4.73K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.74K- 26.42% |
$116K - $121K
|
7.63K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.9K- 26.54% |
$123K - $128K
|
8.03K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 36.47% |
$145K - $152K
|
5.97K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.39K- 26.85% |
$186K - $195K
|
12K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 21.28% |
$196K - $205K
|
17.1K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.74K- 26.95% |
$201K - $210K
|
12.8K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 5.15% |
$232K - $242K
|
101K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.95K- 80.6% |
$252K - $264K
|
1.43K
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.2K- 21.77% |
$263K - $275K
|
22.3K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.71K- 16.12% |
$369K - $386K
|
45.3K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.87K- 26.39% |
$376K - $393K
|
24.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.25K- 11.67% |
$392K - $410K
|
70.1K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 4.87% |
$755K - $789K
|
348K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 32.57% |
$839K - $876K
|
41K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 27.6% |
$1.12M - $1.17M
|
69.3K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 21.47% |
$1.2M - $1.26M
|
104K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-53.9K- 22.53% |
$2.28M - $2.39M
|
185K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-207K- 31.34% |
$8.79M - $9.19M
|
454K
$19.4M
|