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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.71K+ 20.81% |
$115K - $118K
|
15.7K
$689K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.38K+ 6.39% |
$101K - $104K
|
39.6K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 6.11% |
$97.9K - $100K
|
40K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.13K+ 10.48% |
$90.4K - $92.6K
|
22.4K
$982K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.1K+ 43.99% |
$89.1K - $91.3K
|
6.86K
$301K
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.76K+ 6.52% |
$75K - $76.8K
|
28.8K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.66K+ 17.91% |
$70.8K - $72.5K
|
11K
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 20.62% |
$69.8K - $71.5K
|
9.6K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.62K+ 9.04% |
$68.9K - $70.6K
|
19.5K
$857K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 29.85% |
$67.9K - $69.5K
|
6.94K
$304K
|
|
|
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
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 2.1% |
$57.5K - $58.9K
|
65.8K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.35K+ 12.08% |
$57.2K - $58.6K
|
12.5K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.2K+ 8.26% |
$50.8K - $52.1K
|
15.7K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.16KNew |
$49.3K - $50.5K
|
1.16K
$50.8K
|
|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
961+ 15.16% |
$40.9K - $41.9K
|
7.3K
$320K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
958+ 3.77% |
$40.8K - $41.7K
|
26.4K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
790+ 12.02% |
$33.6K - $34.4K
|
7.36K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
660+ 12.76% |
$28.1K - $28.7K
|
5.83K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
644+ 31.63% |
$27.4K - $28.1K
|
2.68K
$118K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
427+ 2.75% |
$18.2K - $18.6K
|
16K
$701K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
421+ 26.94% |
$17.9K - $18.3K
|
1.98K
$87K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
395+ 4.68% |
$16.8K - $17.2K
|
8.84K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
385+ 25.4% |
$16.4K - $16.8K
|
1.9K
$83.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
309+ 27.25% |
$13.1K - $13.5K
|
1.44K
$63.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
300+ 2.63% |
$12.8K - $13.1K
|
11.7K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
284+ 2.19% |
$12.1K - $12.4K
|
13.3K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 2.01% |
$8K - $8.19K
|
9.52K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$7.66K - $7.84K
|
180
$7.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 1.34% |
$6.51K - $6.66K
|
11.5K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
129+ 1.0% |
$5.49K - $5.62K
|
13K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
128New |
$5.45K - $5.58K
|
128
$5.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124+ 2.65% |
$5.27K - $5.4K
|
4.8K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 1.31% |
$5.23K - $5.36K
|
9.52K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
121+ 30.25% |
$5.15K - $5.27K
|
521
$22.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
101+ 0.49% |
$4.3K - $4.4K
|
20.5K
$899K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 19.55% |
$4.08K - $4.18K
|
587
$25.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 12.0% |
$3.06K - $3.14K
|
672
$29.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61+ 12.47% |
$2.59K - $2.66K
|
550
$24.1K
|
|