Aspiriant, LLC Ishares Msci Usa Equal Weighte Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$70.68 - $84.86 $37,248 - $44,721	-527 Reduced 13.35%	3,422 $288,000
Q4 2022 Jan 23, 2023	BUY	$66.8 - $77.45 $263,793 - $305,850	3,949 New	3,949 $0

Others Institutions Holding EUSA

# of Institutions

101

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

819K
Shares

$82.9 Million
0.08% of portfolio
Schroder Investment Management Group London, X0

535K
Shares

$54.2 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$49.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

357K
Shares

$36.1 Million
0.01% of portfolio
Arkadios Wealth Advisors

327K
Shares

$33.1 Million
1.91% of portfolio

About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
Sector ETFs
Industry ETFs

More about EUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.