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 225,326 shares of EUSB stock, worth $9.65 Million. This represents 7.83% of its overall portfolio holdings.

Number of Shares
225,326
Previous 212,108 6.23%
Holding current value
$9.65 Million
Previous $9.03 Billion 10.6%
% of portfolio
7.83%
Previous 7.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$42.09 - $44.64 $556,345 - $590,051
13,218 Added 6.23%
225,326 $9.98 Billion
Q2 2024

Jul 31, 2024

BUY
$41.57 - $42.82 $215,124 - $221,593
5,175 Added 2.5%
212,108 $9.03 Billion
Q1 2024

May 13, 2024

SELL
$42.24 - $43.27 $190,586 - $195,234
-4,512 Reduced 2.13%
206,933 $8.86 Billion
Q4 2023

Feb 13, 2024

BUY
$39.96 - $43.44 $8.45 Million - $9.19 Million
211,445 New
211,445 $9.15 Billion

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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