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

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q4 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 35,313 shares of EUSB stock, worth $1.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
35,313
Previous 24,351 45.02%
Holding current value
$1.55 Million
Previous $1.07 Million 44.81%
% of portfolio
0.12%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$43.82 - $44.38 $480,354 - $486,493
10,962 Added 45.02%
35,313 $1.55 Million
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
172
Shares Held
12.6M
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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