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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.71K+ 193.21% |
$115K - $118K
|
4.11K
$180K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 25.52% |
$65.3K - $66.9K
|
7.55K
$331K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.88K+ 33.94% |
$79.8K - $81.7K
|
7.4K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 30.92% |
$85.1K - $87.1K
|
8.47K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 1.31% |
$5.23K - $5.36K
|
9.52K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
385+ 25.4% |
$16.4K - $16.8K
|
1.9K
$83.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
101+ 0.49% |
$4.3K - $4.4K
|
20.5K
$899K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-65- 0.84% |
$2.77K - $2.83K
|
7.7K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.8KNew |
$887K - $908K
|
20.8K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 46.91% |
$120K - $123K
|
8.83K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$7.66K - $7.84K
|
180
$7.89K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-8- 5.03% |
$340 - $348
|
151
$6.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4- 0.08% |
$170 - $174
|
4.92K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
53+ 0.97% |
$2.25K - $2.31K
|
5.53K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 5.01% |
$766 - $784
|
341
$15K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.94K+ 93.98% |
$338K - $346K
|
16.4K
$719K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13K - $13.5K
|
310
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11KNew |
$215K - $222K
|
5.11K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$2.44K - $2.52K
|
58
$2.54K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
535New |
$22.5K - $23.2K
|
535
$23.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
391New |
$16.4K - $17K
|
391
$17.1K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.44K- 26.09% |
$103K - $106K
|
6.92K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.9K- 9.51% |
$164K - $169K
|
37.1K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12- 0.15% |
$505 - $521
|
8.12K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 0.64% |
$1.51K - $1.56K
|
5.62K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.4KNew |
$227K - $234K
|
5.4K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.22K- 18.54% |
$93.4K - $96.4K
|
9.75K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.65KNew |
$111K - $115K
|
2.65K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 1939.29% |
$114K - $118K
|
2.86K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$1.89K - $1.95K
|
45
$1.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
46+ 21.9% |
$1.93K - $2K
|
256
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.01K+ 11.0% |
$42.6K - $44K
|
10.2K
$448K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 50.0% |
$4.42K - $4.56K
|
105
$4.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 5.02% |
$2.06K - $2.13K
|
927
$40.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.02% |
$126 - $130
|
12.2K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.73KNew |
$409K - $422K
|
9.73K
$427K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66New |
$2.8K - $2.92K
|
66
$2.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.33KNew |
$226K - $236K
|
5.33K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
205New |
$8.69K - $9.08K
|
205
$8.99K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73New |
$3.09K - $3.23K
|
73
$3.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-21- 0.3% |
$890 - $930
|
6.87K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-992- 10.08% |
$42.1K - $43.9K
|
8.85K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
569+ 9.33% |
$24.1K - $25.2K
|
6.67K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
253New |
$10.7K - $11.2K
|
253
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
81New |
$3.43K - $3.59K
|
81
$3.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$653K - $683K
|
15.4K
$676K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$721K - $753K
|
17K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$234K
|
|