A detailed history of Theory Financial LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Theory Financial LLC holds 11,493 shares of EUSB stock, worth $503,968. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,493
Previous 15,671 26.66%
Holding current value
$503,968
Previous $682,000 26.1%
% of portfolio
0.2%
Previous 0.28%

Shares

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

Oct 28, 2025

SELL
$42.97 - $44.2 $179,528 - $184,667
-4,178 Reduced 26.66%
11,493 $504,000
Q2 2025

Aug 11, 2025

BUY
$42.54 - $43.56 $50,835 - $52,054
1,195 Added 8.26%
15,671 $682,000
Q1 2025

May 02, 2025

BUY
$42.05 - $43.43 $11,101 - $11,465
264 Added 1.86%
14,476 $627,000
Q4 2024

Feb 03, 2025

BUY
$42.39 - $44.29 $602,446 - $629,449
14,212 New
14,212 $603,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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