Ifp Advisors, Inc Ishares Tr Esg Advanced Total Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$40.69 - $43.22 $1,505 - $1,599	-37 Reduced 0.91%	4,049 $204,000
Q3 2022 Nov 08, 2022	BUY	$41.53 - $45.11 $17,234 - $18,720	415 Added 11.3%	4,086 $205,000
Q2 2022 Sep 06, 2022	BUY	$42.91 - $46.25 $157,522 - $169,783	3,671 New	3,671 $183,000
Q2 2022 Aug 12, 2022	SELL	$42.91 - $46.25 $157,522 - $169,783	-3,671 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$45.92 - $49.05 $168,572 - $180,062	3,671 New	3,671 $170,000
Q3 2021 Oct 06, 2021	SELL	$49.57 - $50.25 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$49.06 - $49.72 $6,721 - $6,811	-137 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$48.9 - $50.59 $6,699 - $6,930	137 New	137 $7,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$212 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.1 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.2 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.6 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.4 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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