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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.2KNew |
$212K - $225K
|
5.2K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.15KNew |
$210K - $223K
|
5.15K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.23KNew |
$90.8K - $96.4K
|
2.23K
$96.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 25.08% |
$75.7K - $80.4K
|
9.28K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$70.7K - $75.1K
|
1.74K
$74.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 29.78% |
$64.8K - $68.8K
|
6.94K
$299K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$50.3K - $53.5K
|
1.24K
$53.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
643New |
$26.2K - $27.8K
|
643
$27.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 4.67% |
$9.85K - $10.5K
|
5.43K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
173New |
$7.04K - $7.48K
|
173
$7.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96New |
$3.91K - $4.15K
|
96
$4.13K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7New |
$285 - $303
|
7
$301
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
44.9KNew |
$1.87M - $2.03M
|
44.9K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$1.07M - $1.16M
|
25.7K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.02KNew |
$292K - $317K
|
7.02K
$302K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$89.7K - $97.4K
|
2.16K
$93K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$72.7K - $78.9K
|
1.75K
$75.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
60+ 0.48% |
$2.49K - $2.71K
|
12.6K
$542K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
$1.62K - $1.76K
|
39
$1.68K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
856New |
$36.7K - $39.6K
|
856
$36.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.02K - $5.41K
|
117
$5.04K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$601 - $648
|
14
$603
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$2.43K - $2.6K
|
53
$2.28K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.28KNew |
$62.9K - $63.9K
|
1.28K
$55.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
265+ 39.2% |
$13K - $13.2K
|
941
$40.5K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
161New |
$7.87K - $8.14K
|
161
$6.93K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.64KNew |
$233K - $235K
|
4.64K
$200K
|
|