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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 9.93% |
$71.4K - $74.6K
|
15.3K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.87K- 21.57% |
$79.1K - $82.7K
|
6.79K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.07K- 30.48% |
$87.9K - $91.9K
|
4.73K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.31K- 5.4% |
$97.7K - $102K
|
40.4K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 32.22% |
$103K - $108K
|
5.13K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.67K- 32.29% |
$113K - $118K
|
5.6K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.74K- 26.42% |
$116K - $121K
|
7.63K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.9K- 26.54% |
$123K - $128K
|
8.03K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.18K- 38.88% |
$135K - $141K
|
5K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 7.89% |
$144K - $151K
|
39.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 36.47% |
$145K - $152K
|
5.97K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.39K- 26.85% |
$186K - $195K
|
12K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 21.28% |
$196K - $205K
|
17.1K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.74K- 26.95% |
$201K - $210K
|
12.8K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 5.15% |
$232K - $242K
|
101K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.75K- 48.67% |
$244K - $255K
|
6.06K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.95K- 80.6% |
$252K - $264K
|
1.43K
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.2K- 21.77% |
$263K - $275K
|
22.3K
$953K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.71K- 16.12% |
$369K - $386K
|
45.3K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.87K- 26.39% |
$376K - $393K
|
24.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.25K- 11.67% |
$392K - $410K
|
70.1K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 24.93% |
$447K - $467K
|
31.8K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 22.63% |
$452K - $472K
|
36.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 32.04% |
$693K - $724K
|
34.7K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 4.87% |
$755K - $789K
|
348K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 32.57% |
$839K - $876K
|
41K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 25.46% |
$1.02M - $1.06M
|
70.1K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 27.6% |
$1.12M - $1.17M
|
69.3K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 21.47% |
$1.2M - $1.26M
|
104K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 24.92% |
$1.51M - $1.57M
|
107K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-53.9K- 22.53% |
$2.28M - $2.39M
|
185K
$7.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.6K- 40.86% |
$2.4M - $2.51M
|
81.9K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-207K- 31.34% |
$8.79M - $9.19M
|
454K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-536K- 29.3% |
$22.7M - $23.7M
|
1.29M
$55.3M
|