Essential Planning, Llc. Ishares Tr Esg Advanced Total Transaction History

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Essential Planning, Llc. holds 13,554 shares of EUSB stock, worth $600,848. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,554
Previous 11,478 18.09%
Holding current value
$600,848
Previous $491,000 17.31%
% of portfolio
0.25%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$41.57 - $42.82 $86,299 - $88,894
2,076 Added 18.09%
13,554 $576,000
Q4 2023

Feb 13, 2024
SELL
$39.96 - $43.44 $33,246 - $36,142
-832 Reduced 6.76%
11,478 $496,000
Q2 2023

Aug 10, 2023
BUY
$42.34 - $43.55 $41,323 - $42,504
976 Added 8.61%
12,310 $524,000
Q1 2023

May 09, 2023
BUY
$41.9 - $43.76 $474,894 - $495,975
11,334 New
11,334 $489,000

Others Institutions Holding EUSB

# of Institutions
145
Shares Held
12.7M
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
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