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 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
53+ 0.97% |
$2.25K - $2.31K
|
5.53K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23+ 0.97% |
$978 - $1K
|
2.4K
$105K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 0.52% |
$978 - $1K
|
4.43K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 0.62% |
$978 - $1K
|
3.72K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.06% |
$936 - $958
|
38.2K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.32% |
$383 - $392
|
2.79K
$122K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 5.59% |
$340 - $348
|
151
$6.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4- 0.08% |
$170 - $174
|
4.92K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.06% |
$298 - $305
|
11.4K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-8- 5.03% |
$340 - $348
|
151
$6.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12- 0.13% |
$510 - $523
|
9.46K
$415K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-15- 0.21% |
$638 - $653
|
7K
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 5.01% |
$766 - $784
|
341
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-39- 0.8% |
$1.66K - $1.7K
|
4.82K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 3.22% |
$2.59K - $2.66K
|
1.83K
$80.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-65- 0.84% |
$2.77K - $2.83K
|
7.7K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-103- 1.87% |
$4.38K - $4.49K
|
5.41K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-121- 2.35% |
$5.15K - $5.27K
|
5.03K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-124- 2.1% |
$5.27K - $5.4K
|
5.78K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-151- 2.99% |
$6.42K - $6.58K
|
4.9K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-156- 1.24% |
$6.64K - $6.8K
|
12.4K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-239- 2.21% |
$10.2K - $10.4K
|
10.6K
$465K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-274- 18.16% |
$11.7K - $11.9K
|
1.24K
$54.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-319- 0.9% |
$13.6K - $13.9K
|
35.3K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-356- 5.37% |
$15.1K - $15.5K
|
6.27K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-399- 3.99% |
$17K - $17.4K
|
9.61K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-458- 18.84% |
$19.5K - $20K
|
1.97K
$86.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-668- 2.17% |
$28.4K - $29.1K
|
30.1K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-678- 6.3% |
$28.8K - $29.5K
|
10.1K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-747- 3.42% |
$31.8K - $32.5K
|
21.1K
$926K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-843- 0.94% |
$35.9K - $36.7K
|
88.5K
$3.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-936- 5.57% |
$39.8K - $40.8K
|
15.9K
$696K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-972- 9.31% |
$41.3K - $42.3K
|
9.46K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 11.12% |
$56.6K - $58K
|
10.6K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.6K- 5.97% |
$110K - $113K
|
40.9K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.22K- 3.06% |
$137K - $140K
|
102K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.72K- 7.67% |
$158K - $162K
|
44.7K
$1.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.53K- 3.1% |
$193K - $197K
|
142K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.22K- 16.87% |
$307K - $315K
|
35.6K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-7.61K- 27.17% |
$324K - $332K
|
20.4K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 12.03% |
$422K - $432K
|
72.5K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-11.5K- 15.36% |
$488K - $500K
|
63.3K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.1K- 80.44% |
$1.45M - $1.49M
|
8.3K
$364K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82.3K- 87.94% |
$3.5M - $3.58M
|
11.3K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82.3K- 87.94% |
$3.5M - $3.58M
|
11.3K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-132K- 80.49% |
$5.61M - $5.75M
|
32K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-144K- 68.17% |
$6.12M - $6.27M
|
67.2K
$2.95M
|
|