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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-527- 89.78% |
$22.6K - $23.3K
|
60
$2.63K
|
|
|
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 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.61K+ 12.41% |
$69.2K - $71.2K
|
14.6K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.5K+ 8.68% |
$107K - $110K
|
31.3K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.1K+ 413.28% |
$219K - $226K
|
6.34K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
557+ 1.36% |
$23.9K - $24.6K
|
41.6K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.22% |
$172 - $177
|
1.84K
$80.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$57.9K - $59.5K
|
1.35K
$59.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-191K- 74.14% |
$8.2M - $8.44M
|
66.6K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.1K- 4.16% |
$693K - $713K
|
371K
$16.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.08K+ 24.51% |
$46.3K - $47.6K
|
5.48K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-180- 3.33% |
$7.73K - $7.96K
|
5.23K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-391- 2.88% |
$16.8K - $17.3K
|
13.2K
$578K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.14KNew |
$264K - $272K
|
6.14K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.71K+ 6.78% |
$116K - $120K
|
42.7K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-185- 2.53% |
$7.95K - $8.18K
|
7.12K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-12.1K- 46.03% |
$520K - $535K
|
14.2K
$622K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
267+ 3.81% |
$11.5K - $11.8K
|
7.27K
$319K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.08K+ 57.39% |
$261K - $269K
|
16.7K
$732K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 12.84% |
$53.8K - $55.4K
|
8.5K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 0.89% |
$1.93K - $1.99K
|
5.08K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
445K+ 3939.78% |
$19.1M - $19.7M
|
456K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.3K+ 16.07% |
$1.78M - $1.83M
|
299K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.45% |
$859 - $884
|
4.45K
$195K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.4% |
$1.07K - $1.11K
|
6.3K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-40- 0.2% |
$1.72K - $1.77K
|
19.5K
$855K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09M- 68.41% |
$46.9M - $48.3M
|
504K
$22.1M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 18.1% |
$815K - $838K
|
85.8K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.48K+ 241.09% |
$149K - $154K
|
4.92K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.36% |
$430 - $442
|
2.8K
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
11.4K+ 17.98% |
$489K - $503K
|
74.6K
$3.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.62K+ 57.91% |
$155K - $160K
|
9.87K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.32K+ 5.67% |
$99.6K - $102K
|
43.2K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-272K- 74.46% |
$11.7M - $12M
|
93.3K
$4.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
205+ 0.53% |
$8.81K - $9.06K
|
39.2K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.06K+ 59.24% |
$389K - $400K
|
24.4K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.46K+ 2.41% |
$105K - $109K
|
104K
$4.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.32K+ 16.26% |
$143K - $147K
|
23.7K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.49% |
$2.45K - $2.52K
|
11.6K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.18K- 26.66% |
$180K - $185K
|
11.5K
$504K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-312- 3.09% |
$13.4K - $13.8K
|
9.77K
$428K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-132- 0.52% |
$5.67K - $5.83K
|
25.2K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10+ 0.08% |
$430 - $442
|
13.3K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3- 6.38% |
$129 - $133
|
44
$1.93K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.1K- 52.69% |
$777K - $799K
|
16.2K
$712K
|
|
|
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 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-3.71K- 5.38% |
$159K - $164K
|
65.2K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.95% |
$473 - $486
|
1.17K
$51.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
6.81KNew |
$293K - $301K
|
6.81K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-73.9K- 74.92% |
$3.18M - $3.27M
|
24.7K
$1.09M
|
|