Latest Institutional Purchases of Ishares Tr Esg Advanced Total (EUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Advanced Total (EUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
436+ 3.52% |
$18.7K - $19.3K
|
12.8K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
395+ 4.56% |
$17K - $17.5K
|
9.07K
$398K
|
|
|
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 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
300New |
$12.9K - $13.3K
|
300
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
291+ 0.65% |
$12.5K - $12.9K
|
45K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
267+ 3.81% |
$11.5K - $11.8K
|
7.27K
$319K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
256+ 3.48% |
$11K - $11.3K
|
7.62K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
220+ 0.48% |
$9.45K - $9.72K
|
46.4K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
205+ 0.53% |
$8.81K - $9.06K
|
39.2K
$1.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
142+ 2.07% |
$6.1K - $6.28K
|
7K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
91+ 3.8% |
$3.91K - $4.02K
|
2.49K
$109K
|
|
|
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 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.49% |
$2.45K - $2.52K
|
11.6K
$509K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 0.89% |
$1.93K - $1.99K
|
5.08K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28New |
$1.2K - $1.24K
|
28
$1.23K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28+ 0.48% |
$1.2K - $1.24K
|
5.81K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
26+ 0.53% |
$1.12K - $1.15K
|
4.92K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.4% |
$1.07K - $1.11K
|
6.3K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22New |
$945 - $972
|
22
$965
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.45% |
$859 - $884
|
4.45K
$195K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 0.06% |
$773 - $796
|
30.1K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.95% |
$473 - $486
|
1.17K
$51.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.36% |
$430 - $442
|
2.8K
$123K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10+ 0.08% |
$430 - $442
|
13.3K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6New |
$258 - $265
|
6
$263
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.22% |
$172 - $177
|
1.84K
$80.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.32% |
$85.9 - $88.4
|
153
$6.71K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
34.7KNew |
$1.48M - $1.51M
|
34.7K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.8KNew |
$887K - $908K
|
20.8K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$564K - $578K
|
13.3K
$581K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.94K+ 93.98% |
$338K - $346K
|
16.4K
$719K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.93KNew |
$295K - $302K
|
6.93K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$219K - $224K
|
5.15K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.81KNew |
$205K - $210K
|
4.81K
$211K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 9.52% |
$172K - $176K
|
46.5K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 46.91% |
$120K - $123K
|
8.83K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.71K+ 193.21% |
$115K - $118K
|
4.11K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.68K+ 52.54% |
$114K - $117K
|
7.79K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.63KNew |
$112K - $115K
|
2.63K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.47K+ 17.96% |
$105K - $108K
|
16.2K
$712K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 30.92% |
$85.1K - $87.1K
|
8.47K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.88K+ 33.94% |
$79.8K - $81.7K
|
7.4K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 20.62% |
$69.8K - $71.5K
|
9.6K
$421K
|
|
|
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 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
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.15K+ 16.56% |
$48.9K - $50.1K
|
8.09K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.11KNew |
$47.3K - $48.4K
|
1.11K
$48.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
468New |
$19.9K - $20.4K
|
468
$20.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
463New |
$19.7K - $20.2K
|
463
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
444+ 191.38% |
$18.9K - $19.3K
|
676
$29.6K
|
|