Keyvantage Wealth, LLC Ishares Tr Esg Advanced Total Transaction History

Keyvantage Wealth, LLC

$140 Billion
Q4 2024

A detailed history of Keyvantage Wealth, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 5,585 shares of EUSB stock, worth $240,155. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,585

Holding current value

$240,155

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$42.39 - $44.29 $236,748 - $247,359	5,585 New	5,585 $237 Million

Others Institutions Holding EUSB

# of Institutions

172

Shares Held

13.6M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.98M
Shares

$214 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.29M
Shares

$55.6 Million
0.02% of portfolio
Essential Planning, Llc. Portsmouth, NH

877K
Shares

$37.7 Million
0.25% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

535K
Shares

$23 Million
0.82% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

454K
Shares

$19.5 Million
0.07% of portfolio

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Keyvantage Wealth, LLC Ishares Tr Esg Advanced Total Transaction History