Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-536K- 29.3% |
$22.7M - $23.7M
|
1.29M
$55.7M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-207K- 31.34% |
$8.79M - $9.19M
|
454K
$19.6M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.6K- 40.86% |
$2.4M - $2.51M
|
81.9K
$3.53M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-53.9K- 22.53% |
$2.28M - $2.39M
|
185K
$7.98M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 24.92% |
$1.51M - $1.57M
|
107K
$4.61M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 21.47% |
$1.2M - $1.26M
|
104K
$4.46M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 27.6% |
$1.12M - $1.17M
|
69.3K
$2.99M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 25.46% |
$1.02M - $1.06M
|
70.1K
$3.02M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 32.57% |
$839K - $876K
|
41K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 4.87% |
$755K - $789K
|
348K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 32.04% |
$693K - $724K
|
34.7K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 22.63% |
$452K - $472K
|
36.4K
$1.57M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 24.93% |
$447K - $467K
|
31.8K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.25K- 11.67% |
$392K - $410K
|
70.1K
$3.02M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.87K- 26.39% |
$376K - $393K
|
24.7K
$1.06M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.71K- 16.12% |
$369K - $386K
|
45.3K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.2K- 21.77% |
$263K - $275K
|
22.3K
$960K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 92.48% |
$256K - $267K
|
491
$21.1K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.95K- 80.6% |
$252K - $264K
|
1.43K
$61.7K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.75K- 48.67% |
$244K - $255K
|
6.06K
$261K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 5.15% |
$232K - $242K
|
101K
$4.34M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.74K- 26.95% |
$201K - $210K
|
12.8K
$553K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 21.28% |
$196K - $205K
|
17.1K
$737K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.39K- 26.85% |
$186K - $195K
|
12K
$515K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 36.47% |
$145K - $152K
|
5.97K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 7.89% |
$144K - $151K
|
39.7K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.18K- 38.88% |
$135K - $141K
|
5K
$215K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.9K- 26.54% |
$123K - $128K
|
8.03K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.74K- 26.42% |
$116K - $121K
|
7.63K
$328K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.67K- 32.29% |
$113K - $118K
|
5.6K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$221K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.31K- 5.4% |
$97.7K - $102K
|
40.4K
$1.74M
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.07K- 30.48% |
$87.9K - $91.9K
|
4.73K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.87K- 21.57% |
$79.1K - $82.7K
|
6.79K
$292K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 9.93% |
$71.4K - $74.6K
|
15.3K
$658K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 26.68% |
$52.7K - $55.1K
|
3.42K
$147K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 15.64% |
$43.9K - $45.8K
|
5.58K
$240K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-992- 10.08% |
$42.1K - $43.9K
|
8.85K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-989- 37.26% |
$41.9K - $43.8K
|
1.67K
$71.7K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858- 95.97% |
$36.4K - $38K
|
36
$1.55K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-851- 25.66% |
$36.1K - $37.7K
|
2.47K
$106K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-785- 33.26% |
$33.3K - $34.8K
|
1.58K
$67.8K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-666- 3.08% |
$28.2K - $29.5K
|
21K
$903K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-574- 46.63% |
$24.3K - $25.4K
|
657
$28.3K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-542- 35.7% |
$23K - $24K
|
976
$42K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-449- 0.92% |
$19K - $19.9K
|
48.4K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-397- 4.11% |
$16.8K - $17.6K
|
9.27K
$399K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 3.0% |
$12.5K - $13.1K
|
9.54K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-270- 20.77% |
$11.4K - $12K
|
1.03K
$44.4K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-234- 35.19% |
$9.92K - $10.4K
|
431
$18.6K
|