Purchases and Sales Made in Q2 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 24.28% |
$13.3M - $13.6M
|
1.6M
$70M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 29.6% |
$6M - $6.14M
|
617K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
68.8K+ 47425.52% |
$2.93M - $3M
|
68.9K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
46.2KNew |
$1.96M - $2.01M
|
46.2K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
36.1KNew |
$1.54M - $1.57M
|
36.1K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.6K+ 16.07% |
$1.51M - $1.55M
|
257K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.4K+ 31.59% |
$1.5M - $1.54M
|
147K
$6.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
34.7KNew |
$1.48M - $1.51M
|
34.7K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 39.01% |
$1.18M - $1.21M
|
98.7K
$4.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.1K+ 7.69% |
$1.11M - $1.14M
|
365K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.9K+ 4.22% |
$975K - $999K
|
566K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.5KNew |
$956K - $979K
|
22.5K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.8KNew |
$887K - $908K
|
20.8K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 115.62% |
$783K - $801K
|
34.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.9K+ 25.23% |
$760K - $778K
|
88.7K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
16.8K+ 3.63% |
$714K - $731K
|
479K
$21M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
14.7K+ 61.78% |
$627K - $642K
|
38.6K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$564K - $578K
|
13.3K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 32.39% |
$455K - $466K
|
43.8K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
9.99K+ 19.73% |
$425K - $435K
|
60.6K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.24K+ 9.67% |
$393K - $402K
|
105K
$4.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.21K+ 33.57% |
$392K - $401K
|
36.7K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.67KNew |
$369K - $378K
|
8.67K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.38K+ 14.94% |
$356K - $365K
|
64.5K
$2.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.94K+ 93.98% |
$338K - $346K
|
16.4K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.77K+ 103.27% |
$330K - $338K
|
15.3K
$671K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.51K+ 22.38% |
$320K - $327K
|
41.1K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.93KNew |
$295K - $302K
|
6.93K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.68KNew |
$284K - $291K
|
6.68K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.31KNew |
$268K - $275K
|
6.31K
$277K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.25KNew |
$266K - $272K
|
6.25K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.16K+ 18.56% |
$262K - $269K
|
39.4K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.71K+ 17.16% |
$243K - $249K
|
39K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.52K+ 2.51% |
$235K - $240K
|
225K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.28K+ 17.51% |
$225K - $230K
|
35.4K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$219K - $224K
|
5.15K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
5K+ 24.55% |
$213K - $218K
|
25.4K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.99KNew |
$212K - $217K
|
4.99K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.81KNew |
$205K - $210K
|
4.81K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4.6K+ 21.23% |
$196K - $200K
|
26.3K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.09K+ 10.77% |
$174K - $178K
|
42.1K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 9.52% |
$172K - $176K
|
46.5K
$2.04M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 9.52% |
$172K - $176K
|
46.5K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.92K+ 12.59% |
$167K - $171K
|
35.1K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.76K+ 8.98% |
$160K - $164K
|
45.7K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 1.32% |
$143K - $147K
|
258K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 41.64% |
$122K - $125K
|
9.76K
$428K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.84K+ 1.82% |
$121K - $124K
|
159K
$6.96M
|
|
|
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
|
|