Charter Oak Capital Management, LLC Ishares Tr Esg Advanced Total Transaction History

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q3 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 24,351 shares of EUSB stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,351
Previous 15,292 59.24%
Holding current value
$1.07 Million
Previous $665,000 60.75%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$42.97 - $44.2 $389,265 - $400,407
9,059 Added 59.24%
24,351 $1.07 Million
Q2 2025

Jul 10, 2025
BUY
$42.54 - $43.56 $330,493 - $338,417
7,769 Added 103.27%
15,292 $665,000
Q1 2025

Apr 14, 2025
BUY
$42.05 - $43.43 $316,342 - $326,723
7,523 New
7,523 $325,000

Others Institutions Holding EUSB

# of Institutions
173
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED TOTAL

EUSB Quotes by TradingView
  • Ticker EUSB
  • Sector Technology
More about EUSB
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