Ever Source Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,363 shares of EUSB stock, worth $325,812. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,363
Previous 5,886 25.09%
Holding current value
$325,812
Previous $254,000 25.98%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2025
BUY
$42.54 - $43.56 $62,831 - $64,338
1,477 Added 25.09%
7,363 $320,000
Q1 2025

May 13, 2025
SELL
$42.05 - $43.43 $3,406 - $3,517
-81 Reduced 1.36%
5,886 $254,000
Q4 2024

Feb 07, 2025
SELL
$42.39 - $44.29 $145,185 - $151,693
-3,425 Reduced 36.47%
5,967 $253,000
Q3 2024

Nov 08, 2024
BUY
$42.09 - $44.64 $1,388 - $1,473
33 Added 0.35%
9,392 $416,000
Q2 2024

Aug 13, 2024
BUY
$41.57 - $42.82 $389,053 - $400,752
9,359 New
9,359 $398,000

Others Institutions Holding EUSB

# of Institutions
182
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
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