Purchases and Sales Made in Q3 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
436+ 3.52% |
$18.7K - $19.3K
|
12.8K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
395+ 4.56% |
$17K - $17.5K
|
9.07K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
334+ 0.87% |
$14.4K - $14.8K
|
38.6K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
300New |
$12.9K - $13.3K
|
300
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
291+ 0.65% |
$12.5K - $12.9K
|
45K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
267+ 3.81% |
$11.5K - $11.8K
|
7.27K
$319K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
256+ 3.48% |
$11K - $11.3K
|
7.62K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
220+ 0.48% |
$9.45K - $9.72K
|
46.4K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
205+ 0.53% |
$8.81K - $9.06K
|
39.2K
$1.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
142+ 2.07% |
$6.1K - $6.28K
|
7K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
91+ 3.8% |
$3.91K - $4.02K
|
2.49K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
75+ 1.5% |
$3.22K - $3.32K
|
5.07K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.49% |
$2.45K - $2.52K
|
11.6K
$509K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 0.89% |
$1.93K - $1.99K
|
5.08K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28New |
$1.2K - $1.24K
|
28
$1.23K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28+ 0.48% |
$1.2K - $1.24K
|
5.81K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
26+ 0.53% |
$1.12K - $1.15K
|
4.92K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.4% |
$1.07K - $1.11K
|
6.3K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22New |
$945 - $972
|
22
$965
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.45% |
$859 - $884
|
4.45K
$195K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 0.06% |
$773 - $796
|
30.1K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.95% |
$473 - $486
|
1.17K
$51.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.36% |
$430 - $442
|
2.8K
$123K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10+ 0.08% |
$430 - $442
|
13.3K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6New |
$258 - $265
|
6
$263
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.22% |
$172 - $177
|
1.84K
$80.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.32% |
$85.9 - $88.4
|
153
$6.71K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3- 6.38% |
$129 - $133
|
44
$1.93K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-32- 0.34% |
$1.38K - $1.41K
|
9.43K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-40- 0.2% |
$1.72K - $1.77K
|
19.5K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-65- 62.5% |
$2.79K - $2.87K
|
39
$1.71K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-105- 20.15% |
$4.51K - $4.64K
|
416
$18.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-132- 0.52% |
$5.67K - $5.83K
|
25.2K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-180- 3.33% |
$7.73K - $7.96K
|
5.23K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-185- 2.53% |
$7.95K - $8.18K
|
7.12K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-197- 2.07% |
$8.47K - $8.71K
|
9.33K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257- 4.41% |
$11K - $11.4K
|
5.58K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-312- 3.09% |
$13.4K - $13.8K
|
9.77K
$428K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-315- 1.05% |
$13.5K - $13.9K
|
29.6K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-349- 0.58% |
$15K - $15.4K
|
60.3K
$2.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-391- 2.88% |
$16.8K - $17.3K
|
13.2K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-527- 89.78% |
$22.6K - $23.3K
|
60
$2.63K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-527- 3.36% |
$22.6K - $23.3K
|
15.2K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.05K- 9.59% |
$45.1K - $46.4K
|
9.9K
$434K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 12.84% |
$53.8K - $55.4K
|
8.5K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.31K- 48.84% |
$56.2K - $57.9K
|
1.37K
$60.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 73.39% |
$62.2K - $64K
|
525
$23K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 30.11% |
$89.8K - $92.4K
|
4.85K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 6.88% |
$105K - $108K
|
33.2K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.65K- 29.95% |
$114K - $117K
|
6.19K
$271K
|
|