Balanced Rock Investment Advisor Ishares Tr Esg Advanced Total Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 230,132 shares of EUSB stock, worth $9.98 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
230,132
Previous 225,326
2.13%
Holding current value
$9.98 Million
Previous $9.98 Billion
2.06%
% of portfolio
7.74%
Previous 7.83%
Shares
5 transactions
Others Institutions Holding EUSB
# of Institutions
171Shares Held
13.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$216 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.29MShares$56.1 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH877KShares$38 Million0.25% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA535KShares$23.2 Million0.82% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA454KShares$19.7 Million0.07% of portfolio