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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-315- 1.05% |
$13.5K - $13.9K
|
29.6K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
395+ 4.56% |
$17K - $17.5K
|
9.07K
$398K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28+ 0.48% |
$1.2K - $1.24K
|
5.81K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.9K+ 28.13% |
$467K - $480K
|
49.5K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 41.72% |
$473K - $486K
|
37.4K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
436+ 3.52% |
$18.7K - $19.3K
|
12.8K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.5K+ 8.56% |
$2.08M - $2.14M
|
615K
$27M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.71KNew |
$202K - $208K
|
4.71K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22New |
$945 - $972
|
22
$965
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.18KNew |
$222K - $229K
|
5.18K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.65K- 29.95% |
$114K - $117K
|
6.19K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.88K- 11.16% |
$424K - $436K
|
78.6K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.32K+ 14.82% |
$143K - $147K
|
25.7K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.41K+ 12.33% |
$60.5K - $62.3K
|
12.8K
$563K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
220+ 0.48% |
$9.45K - $9.72K
|
46.4K
$2.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.02K+ 21.21% |
$43.9K - $45.2K
|
5.84K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.8K- 54.24% |
$1.06M - $1.1M
|
20.9K
$917K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 0.06% |
$773 - $796
|
30.1K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 10.58% |
$72.1K - $74.2K
|
17.5K
$769K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
91+ 3.8% |
$3.91K - $4.02K
|
2.49K
$109K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
291+ 0.65% |
$12.5K - $12.9K
|
45K
$1.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 30.13% |
$138K - $142K
|
13.8K
$607K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
256+ 3.48% |
$11K - $11.3K
|
7.62K
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18K- 49.09% |
$773K - $796K
|
18.7K
$818K
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
142+ 2.07% |
$6.1K - $6.28K
|
7K
$307K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-32- 0.34% |
$1.38K - $1.41K
|
9.43K
$414K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
43.7K+ 9.13% |
$1.88M - $1.93M
|
523K
$22.9M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 9.52% |
$172K - $176K
|
46.5K
$2.04M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
463New |
$19.7K - $20.2K
|
463
$20.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.63KNew |
$112K - $115K
|
2.63K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.68K+ 52.54% |
$114K - $117K
|
7.79K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$564K - $578K
|
13.3K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.47K+ 17.96% |
$105K - $108K
|
16.2K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 25.09% |
$62.8K - $64.3K
|
7.36K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.11KNew |
$47.3K - $48.4K
|
1.11K
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.15K+ 16.56% |
$48.9K - $50.1K
|
8.09K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
128New |
$5.45K - $5.58K
|
128
$5.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
34.7KNew |
$1.48M - $1.51M
|
34.7K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61+ 12.47% |
$2.59K - $2.66K
|
550
$24.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
421+ 26.94% |
$17.9K - $18.3K
|
1.98K
$87K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
468New |
$19.9K - $20.4K
|
468
$20.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
444+ 191.38% |
$18.9K - $19.3K
|
676
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.81KNew |
$205K - $210K
|
4.81K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-399- 3.99% |
$17K - $17.4K
|
9.61K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 0.62% |
$978 - $1K
|
3.72K
$163K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 20.62% |
$69.8K - $71.5K
|
9.6K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$219K - $224K
|
5.15K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 12.0% |
$3.06K - $3.14K
|
672
$29.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.93KNew |
$295K - $302K
|
6.93K
$304K
|
|