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 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-607- 9.83% |
$24.7K - $26.2K
|
5.57K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-165- 3.21% |
$6.71K - $7.13K
|
4.98K
$215K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$50.3K - $53.5K
|
1.24K
$53.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.6K- 7.64% |
$65.1K - $69.1K
|
19.3K
$836K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 4.67% |
$9.85K - $10.5K
|
5.43K
$235K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
23KNew |
$936K - $995K
|
23K
$996K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$1.07M - $1.16M
|
25.7K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 50.0% |
$1.04M - $1.13M
|
25K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
$1.62K - $1.76K
|
39
$1.69K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 28.32% |
$80K - $86.9K
|
4.88K
$211K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 0.36% |
$374 - $406
|
2.48K
$107K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
60+ 0.48% |
$2.49K - $2.71K
|
12.6K
$545K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$72.7K - $78.9K
|
1.75K
$75.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$89.7K - $97.4K
|
2.16K
$93.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-226- 7.62% |
$9.39K - $10.2K
|
2.74K
$119K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.02KNew |
$292K - $317K
|
7.02K
$304K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
44.9KNew |
$1.87M - $2.03M
|
44.9K
$1.94M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.9KClosed |
$296K - $319K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-490KClosed |
$21M - $22.7M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$601 - $648
|
14
$606
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-8.08K- 36.99% |
$346K - $373K
|
13.8K
$595K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.02KClosed |
$129K - $140K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
856New |
$36.7K - $39.6K
|
856
$37K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.02K - $5.41K
|
117
$5.06K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$2.43K - $2.6K
|
53
$2.29K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.92KClosed |
$410K - $438K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1KClosed |
$45.9K - $49.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69Closed |
$3.17K - $3.38K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-62.5KClosed |
$2.87M - $3.06M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$46K - $49.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-364Closed |
$17.8K - $18.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
265+ 39.2% |
$13K - $13.2K
|
941
$40.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.28KNew |
$62.9K - $63.9K
|
1.28K
$55.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.61KClosed |
$226K - $229K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.6KClosed |
$274K - $279K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.06KClosed |
$248K - $252K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.1KClosed |
$644K - $654K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-4.04KClosed |
$198K - $201K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-121KClosed |
$5.99M - $6.07M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.47KClosed |
$72.8K - $73.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-687Closed |
$33.7K - $34.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.53K- 95.37% |
$172K - $178K
|
171
$7.4K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
161New |
$7.87K - $8.14K
|
161
$6.97K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.64KNew |
$233K - $235K
|
4.64K
$201K
|
|