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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144New |
$5.75K - $6.26K
|
144
$6.31K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-609- 5.12% |
$24.3K - $26.5K
|
11.3K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$26.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.1K- 36.21% |
$723K - $786K
|
31.9K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.03K- 11.25% |
$81K - $88K
|
16K
$701K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 13.39% |
$41.8K - $45.4K
|
6.76K
$297K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
41+ 0.77% |
$1.67K - $1.75K
|
5.33K
$234K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
454+ 4.93% |
$18.5K - $19.4K
|
9.67K
$424K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91KNew |
$200K - $210K
|
4.91K
$215K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
547+ 10.04% |
$22.3K - $23.4K
|
5.99K
$263K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.62KNew |
$280K - $288K
|
6.62K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69KNew |
$241K - $248K
|
5.69K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
570+ 2.37% |
$24.1K - $24.8K
|
24.6K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 20.02% |
$69.4K - $71.4K
|
6.55K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.79% |
$127 - $131
|
382
$16.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
72K+ 450.44% |
$3.05M - $3.13M
|
87.9K
$3.86M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-413- 28.66% |
$17.3K - $18.1K
|
1.03K
$45.1K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.85K- 50.21% |
$245K - $256K
|
5.8K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.1KNew |
$1.26M - $1.32M
|
30.1K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.93K - $3.06K
|
70
$3.07K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.1KNew |
$551K - $575K
|
13.1K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.14KNew |
$383K - $400K
|
9.14K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.02K- 17.95% |
$42.6K - $44.5K
|
4.65K
$204K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 0.43% |
$922 - $963
|
5.15K
$226K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-107- 1.11% |
$4.35K - $4.62K
|
9.55K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$70.7K - $75.1K
|
1.74K
$76.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-198- 3.87% |
$8.06K - $8.56K
|
4.91K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.23KNew |
$90.8K - $96.4K
|
2.23K
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96New |
$3.91K - $4.15K
|
96
$4.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
173New |
$7.04K - $7.48K
|
173
$7.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-371- 6.02% |
$15.1K - $16K
|
5.79K
$254K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.15KNew |
$210K - $223K
|
5.15K
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-201- 3.65% |
$8.18K - $8.69K
|
5.3K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$633K - $672K
|
15.6K
$682K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.2KNew |
$212K - $225K
|
5.2K
$228K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
5.56KNew |
$226K - $240K
|
5.56K
$244K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 25.08% |
$75.7K - $80.4K
|
9.28K
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7New |
$285 - $303
|
7
$307
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-607- 9.83% |
$24.7K - $26.2K
|
5.57K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-165- 3.21% |
$6.71K - $7.13K
|
4.98K
$218K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$50.3K - $53.5K
|
1.24K
$54.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.6K- 7.64% |
$65.1K - $69.1K
|
19.3K
$847K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 4.67% |
$9.85K - $10.5K
|
5.43K
$238K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
23KNew |
$936K - $995K
|
23K
$1.01M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$1.07M - $1.16M
|
25.7K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 50.0% |
$1.04M - $1.13M
|
25K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
$1.62K - $1.76K
|
39
$1.71K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 28.32% |
$80K - $86.9K
|
4.88K
$214K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 0.36% |
$374 - $406
|
2.48K
$109K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
60+ 0.48% |
$2.49K - $2.71K
|
12.6K
$552K
|
|