Purchases and Sales Made in Q4 2024 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
864K+ 6371.15% |
$36.6M - $38.2M
|
877K
$37.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 11.71% |
$1.9M - $1.99M
|
428K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2KNew |
$1.32M - $1.38M
|
31.2K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.6K+ 5.86% |
$1.26M - $1.31M
|
535K
$22.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.7K+ 5.32% |
$921K - $962K
|
430K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21.7K+ 11.6% |
$918K - $959K
|
208K
$8.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 11.33% |
$864K - $903K
|
200K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
19.7KNew |
$837K - $874K
|
19.7K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1K+ 89.61% |
$726K - $759K
|
36.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$721K - $753K
|
17K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$653K - $683K
|
15.4K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.2KNew |
$602K - $629K
|
14.2K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$482K - $503K
|
11.4K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9KNew |
$462K - $482K
|
10.9K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.46KNew |
$401K - $419K
|
9.46K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.82K+ 2.14% |
$332K - $346K
|
374K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$327K - $342K
|
7.71K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.81K+ 34.27% |
$289K - $302K
|
26.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.68KNew |
$283K - $296K
|
6.68K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.07KNew |
$257K - $269K
|
6.07K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.84KNew |
$248K - $259K
|
5.84K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.36K+ 171.85% |
$227K - $237K
|
8.48K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.33KNew |
$226K - $236K
|
5.33K
$228K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$225K - $235K
|
5.3K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.81K+ 2.13% |
$204K - $213K
|
230K
$9.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.76KNew |
$202K - $211K
|
4.76K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.56KNew |
$193K - $202K
|
4.56K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.38K+ 26.91% |
$143K - $150K
|
15.9K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
3.2KNew |
$136K - $142K
|
3.2K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.81K+ 1.87% |
$119K - $124K
|
153K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.8K+ 23.78% |
$76.3K - $79.7K
|
9.37K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68KNew |
$71.2K - $74.4K
|
1.68K
$71.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.63K+ 17.95% |
$69.2K - $72.3K
|
10.7K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 6.76% |
$58.8K - $61.4K
|
21.9K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.29K+ 6.46% |
$54.6K - $57.1K
|
21.2K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.23K+ 10.99% |
$52.1K - $54.4K
|
12.4K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.2K+ 11.57% |
$50.7K - $52.9K
|
11.5K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
950+ 3.24% |
$40.3K - $42.1K
|
30.3K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
935+ 5.67% |
$39.6K - $41.4K
|
17.4K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
855+ 3.79% |
$36.2K - $37.9K
|
23.4K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
847+ 2.64% |
$35.9K - $37.5K
|
32.9K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
765+ 47.6% |
$32.4K - $33.9K
|
2.37K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
722New |
$30.6K - $32K
|
722
$30.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
700+ 10.91% |
$29.7K - $31K
|
7.12K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
569+ 9.33% |
$24.1K - $25.2K
|
6.67K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
562New |
$23.8K - $24.9K
|
562
$24K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
512+ 6.72% |
$21.7K - $22.7K
|
8.13K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
424+ 5.93% |
$18K - $18.8K
|
7.58K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
365+ 2.81% |
$15.5K - $16.2K
|
13.4K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355+ 1.27% |
$15K - $15.7K
|
28.3K
$1.21M
|