Fermata Advisors, LLC Ishares Tr Esg Advanced Total Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,676 shares of EUSB stock, worth $201,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,676

Holding current value

$201,816

% of portfolio

0.04%

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

153

Shares Held

12.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.98M
Shares

$215 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.71M
Shares

$73.7 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

627K
Shares

$27 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

446K
Shares

$19.3 Million
0.71% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.6 Million
9.36% of portfolio

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Fermata Advisors, LLC Ishares Tr Esg Advanced Total Transaction History