Purchases and Sales Made in Q4 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
129KNew |
$5.65M - $5.72M
|
129K
$5.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
79.5K+ 15.22% |
$3.49M - $3.53M
|
602K
$26.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
24.5KNew |
$1.07M - $1.09M
|
24.5K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 2.72% |
$733K - $742K
|
631K
$27.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
14.6K+ 4.23% |
$639K - $648K
|
360K
$15.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11K+ 45.02% |
$480K - $486K
|
35.3K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.71KNew |
$425K - $431K
|
9.71K
$426K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.61KNew |
$421K - $427K
|
9.61K
$422K
|
|
|
Jan 30, 2026
Q4 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.9K+ 15.96% |
$346K - $351K
|
57.4K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.52K+ 79.74% |
$330K - $334K
|
17K
$743K
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.4K+ 130.81% |
$324K - $329K
|
13.1K
$573K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.4K+ 9.82% |
$281K - $284K
|
71.6K
$3.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.54K+ 33.76% |
$243K - $246K
|
21.9K
$962K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.92KNew |
$216K - $218K
|
4.92K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.26K+ 55.77% |
$143K - $145K
|
9.1K
$399K
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.05K+ 60.19% |
$134K - $135K
|
8.12K
$356K
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.28K+ 41.61% |
$99.9K - $101K
|
7.76K
$340K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.27K+ 8.94% |
$99.3K - $101K
|
27.6K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.18K+ 6.97% |
$95.6K - $96.8K
|
33.5K
$1.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 2.74% |
$94.3K - $95.5K
|
80.8K
$3.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.79K+ 4.2% |
$78.4K - $79.4K
|
44.5K
$1.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.66K+ 9.44% |
$72.6K - $73.5K
|
19.2K
$842K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 9.68% |
$54.5K - $55.2K
|
14.1K
$618K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
865+ 11.36% |
$37.9K - $38.4K
|
8.48K
$372K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
372+ 1.26% |
$16.3K - $16.5K
|
29.9K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
234+ 3.34% |
$10.3K - $10.4K
|
7.23K
$317K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
62+ 2.17% |
$2.72K - $2.75K
|
2.92K
$128K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27+ 1.09% |
$1.18K - $1.2K
|
2.51K
$110K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13+ 0.1% |
$570 - $577
|
13.3K
$583K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-25- 0.18% |
$1.1K - $1.11K
|
14.2K
$621K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 0.26% |
$1.1K - $1.11K
|
9.75K
$427K
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-59- 0.28% |
$2.59K - $2.62K
|
20.9K
$914K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-144- 2.29% |
$6.31K - $6.39K
|
6.15K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-207- 2.91% |
$9.07K - $9.19K
|
6.91K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-425- 1.41% |
$18.6K - $18.9K
|
29.6K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-509- 9.83% |
$22.3K - $22.6K
|
4.67K
$205K
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-570- 12.81% |
$25K - $25.3K
|
3.88K
$170K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-800- 3.23% |
$35.1K - $35.5K
|
23.9K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.47K- 7.9% |
$64.6K - $65.4K
|
17.2K
$754K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.83K- 18.82% |
$80.2K - $81.3K
|
7.9K
$346K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 16.97% |
$103K - $104K
|
11.5K
$504K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.26K- 7.23% |
$143K - $145K
|
41.8K
$1.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.91K- 15.19% |
$171K - $173K
|
21.8K
$956K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.54K- 92.14% |
$199K - $201K
|
387
$17K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.5K- 20.55% |
$941K - $953K
|
83K
$3.64M
|
|