Balanced Rock Investment Advisor Ishares Tr Esg Advanced Total Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
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
Others Institutions Holding EUSB
# of Institutions
162Shares Held
13.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$213 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$78.4 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.3 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.7 Million0.81% of portfolio
-
Impac Tfolio, LLC409KShares$17.5 Million9.36% of portfolio