Charter Oak Capital Management, LLC Ishares Tr Esg Advanced Total Transaction History

Charter Oak Capital Management, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 15,292 shares of EUSB stock, worth $664,131. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,292
Previous 7,523 103.27%
Holding current value
$664,131
Previous $325,000 104.62%
% of portfolio
0.06%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$42.54 - $43.56 $330,493 - $338,417
7,769 Added 103.27%
15,292 $665,000
Q1 2025

Apr 14, 2025
BUY
$42.05 - $43.43 $316,342 - $326,723
7,523 New
7,523 $325,000

Others Institutions Holding EUSB

# of Institutions
185
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED TOTAL

EUSB Quotes by TradingView
  • Ticker EUSB
  • Sector Technology
More about EUSB
Track This Portfolio

Track Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email