Balanced Rock Investment Advisor Ishares Tr Esg Advanced Total Transaction History

Balanced Rock Investment Advisor

$125 Billion
Q1 2025

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 211,135 shares of EUSB stock, worth $9.1 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares

211,135

Previous 230,132 8.25%

Holding current value

$9.1 Million

Previous $9.78 Billion 6.44%

% of portfolio

7.29%

Previous 7.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$42.05 - $43.43 $798,823 - $825,039	-18,997 Reduced 8.25%	211,135 $9.15 Billion
Q4 2024 Feb 13, 2025	BUY	$42.39 - $44.29 $203,726 - $212,857	4,806 Added 2.13%	230,132 $9.78 Billion
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

# of Institutions

183

Shares Held

13M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Account

Balanced Rock Investment Advisor Ishares Tr Esg Advanced Total Transaction History