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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
847+ 2.64% |
$35.9K - $37.5K
|
32.9K
$1.42M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
765+ 47.6% |
$32.4K - $33.9K
|
2.37K
$102K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
722New |
$30.6K - $32K
|
722
$31.1K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
700+ 10.91% |
$29.7K - $31K
|
7.12K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
674+ 3.07% |
$28.6K - $29.9K
|
22.6K
$973K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
569+ 9.33% |
$24.1K - $25.2K
|
6.67K
$287K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
562New |
$23.8K - $24.9K
|
562
$24.2K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
512+ 6.72% |
$21.7K - $22.7K
|
8.13K
$350K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
424+ 5.93% |
$18K - $18.8K
|
7.58K
$326K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
365+ 2.81% |
$15.5K - $16.2K
|
13.4K
$575K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355+ 1.27% |
$15K - $15.7K
|
28.3K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
327+ 1.47% |
$13.9K - $14.5K
|
22.5K
$969K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 2.56% |
$12.5K - $13K
|
11.8K
$508K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
253New |
$10.7K - $11.2K
|
253
$10.9K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
205New |
$8.69K - $9.08K
|
205
$8.83K
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
152+ 2.99% |
$6.44K - $6.73K
|
5.24K
$226K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$6.15K - $6.42K
|
145
$6.24K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
129+ 1.07% |
$5.47K - $5.71K
|
12.2K
$526K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
99+ 1.81% |
$4.2K - $4.38K
|
5.58K
$240K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 2.27% |
$3.48K - $3.63K
|
3.69K
$159K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
81New |
$3.43K - $3.59K
|
81
$3.49K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
78+ 0.28% |
$3.31K - $3.45K
|
28K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73New |
$3.09K - $3.23K
|
73
$3.14K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 1.26% |
$2.88K - $3.01K
|
5.44K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66New |
$2.8K - $2.92K
|
66
$2.84K
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.14% |
$2.54K - $2.66K
|
5.33K
$229K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
36+ 0.78% |
$1.53K - $1.59K
|
4.67K
$201K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
29+ 0.15% |
$1.23K - $1.28K
|
19.9K
$855K
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.11% |
$424 - $443
|
9.2K
$396K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.26% |
$212 - $221
|
1.89K
$81.5K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.05% |
$212 - $221
|
10.6K
$455K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$127 - $133
|
3
$129
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.9% |
$84.8 - $88.6
|
31
$1.33K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.4 - $44.3
|
1.47K
$63.1K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
74.7KNew |
$3.15M - $3.34M
|
74.7K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35.5KNew |
$1.5M - $1.59M
|
35.5K
$1.53M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.45KNew |
$356K - $377K
|
8.45K
$364K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69K+ 20.52% |
$282K - $299K
|
39.3K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$277K - $294K
|
6.59K
$284K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14KNew |
$217K - $230K
|
5.14K
$222K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.99KNew |
$210K - $223K
|
4.99K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71KNew |
$198K - $210K
|
4.71K
$203K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$197K - $209K
|
4.68K
$201K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.77K+ 15.18% |
$117K - $124K
|
21K
$906K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
596+ 2.47% |
$25.1K - $26.6K
|
24.8K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236+ 4.79% |
$9.93K - $10.5K
|
5.16K
$222K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
234+ 4.3% |
$9.85K - $10.4K
|
5.68K
$245K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232New |
$9.76K - $10.4K
|
232
$9.99K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
161New |
$6.78K - $7.19K
|
161
$6.93K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.72% |
$3.49K - $3.71K
|
4.91K
$211K
|