Latest Institutional Transactions on Ishares Tr Esg Advanced Total (EUSB)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Advanced Total (EUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-449- 0.92% |
$19K - $19.9K
|
48.4K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 6.76% |
$58.8K - $61.4K
|
21.9K
$935K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
855+ 3.79% |
$36.2K - $37.9K
|
23.4K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 27.6% |
$1.12M - $1.17M
|
69.3K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
935+ 5.67% |
$39.6K - $41.4K
|
17.4K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.46KNew |
$401K - $419K
|
9.46K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.32K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858- 95.97% |
$36.4K - $38K
|
36
$1.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-234- 35.19% |
$9.92K - $10.4K
|
431
$18.4K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$225K - $235K
|
5.3K
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.7K+ 5.32% |
$921K - $962K
|
430K
$18.4M
|
|
| Q3 2024 | |||||||
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
35+ 0.42% |
$1.47K - $1.56K
|
8.29K
$354K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 3.83% |
$568K - $602K
|
366K
$15.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-524- 6.4% |
$22.1K - $23.4K
|
7.67K
$328K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 3.01% |
$116K - $123K
|
94.1K
$4.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-613- 28.77% |
$25.8K - $27.4K
|
1.52K
$64.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14KNew |
$217K - $230K
|
5.14K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-178- 0.51% |
$7.49K - $7.95K
|
34.5K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75New |
$3.16K - $3.35K
|
75
$3.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6K+ 91.59% |
$253K - $268K
|
12.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 43.08% |
$150K - $159K
|
11.8K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
471+ 2.85% |
$19.8K - $21K
|
17K
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
74.7KNew |
$3.15M - $3.34M
|
74.7K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$277K - $294K
|
6.59K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.6K+ 13.36% |
$2.51M - $2.66M
|
506K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68New |
$2.86K - $3.04K
|
68
$2.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
534+ 6.91% |
$22.5K - $23.8K
|
8.27K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
234+ 0.56% |
$9.85K - $10.4K
|
42.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
436+ 2.03% |
$18.4K - $19.5K
|
21.9K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35.5KNew |
$1.5M - $1.59M
|
35.5K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.52K- 8.91% |
$232K - $247K
|
56.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.92KNew |
$207K - $220K
|
4.92K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.34K- 14.08% |
$56.4K - $59.8K
|
8.18K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.24K+ 8.12% |
$136K - $144K
|
43.1K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$677K - $718K
|
16.1K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-435- 3.24% |
$18.3K - $19.4K
|
13K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-19- 0.32% |
$800 - $848
|
5.86K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
47New |
$1.98K - $2.1K
|
47
$2.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 195300.0% |
$82.2K - $87.2K
|
1.95K
$83.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 2.77% |
$210K - $222K
|
175K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-189- 0.94% |
$7.96K - $8.44K
|
19.9K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58- 0.27% |
$2.44K - $2.59K
|
21.6K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.21% |
$168 - $179
|
1.89K
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.42KNew |
$270K - $287K
|
6.42K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.2K+ 6.23% |
$556K - $590K
|
225K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.03K+ 10.97% |
$43.1K - $45.8K
|
10.4K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
745+ 10.92% |
$31.4K - $33.3K
|
7.57K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.77K+ 15.18% |
$117K - $124K
|
21K
$899K
|
|