Fermata Advisors, LLC Ishares Tr Esg Advanced Total Transaction History

Fermata Advisors, LLC

$510 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$42.09 - $44.64 $196,812 - $208,736	4,676 New	4,676 $207,000

Others Institutions Holding EUSB

# of Institutions

164

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$211 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$77.8 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.1 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.5 Million
0.81% of portfolio
Impac Tfolio, LLC

430K
Shares

$18.3 Million
9.49% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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