A detailed history of Essential Planning, Llc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Essential Planning, Llc. holds 877,100 shares of EUSB stock, worth $37.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
877,100
Previous 13,554 6371.15%
Holding current value
$37.5 Million
Previous $600,000 6109.83%
% of portfolio
0.25%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$42.39 - $44.29 $36.6 Million - $38.2 Million
863,546 Added 6371.15%
877,100 $37.3 Million
Q2 2024

Aug 14, 2024

BUY
$41.57 - $42.82 $86,299 - $88,894
2,076 Added 18.09%
13,554 $576,000
Q4 2023

Feb 13, 2024

SELL
$39.96 - $43.44 $33,246 - $36,142
-832 Reduced 6.76%
11,478 $496,000
Q2 2023

Aug 10, 2023

BUY
$42.34 - $43.55 $41,323 - $42,504
976 Added 8.61%
12,310 $524,000
Q1 2023

May 09, 2023

BUY
$41.9 - $43.76 $474,894 - $495,975
11,334 New
11,334 $489,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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