Institute For Wealth Management, Llc. Ishares Tr Esg Advanced Total Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,022 shares of EUSB stock, worth $214,991. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,022
Previous 4,882 2.87%
Holding current value
$214,991
Previous $207,000 7.25%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$42.09 - $44.64 $5,892 - $6,249
140 Added 2.87%
5,022 $222,000
Q2 2024

Jul 25, 2024
BUY
$41.57 - $42.82 $3,741 - $3,853
90 Added 1.88%
4,882 $207,000
Q1 2024

Apr 30, 2024
SELL
$42.24 - $43.27 $14,615 - $14,971
-346 Reduced 6.73%
4,792 $205,000
Q4 2023

Jan 31, 2024
SELL
$39.96 - $43.44 $23,776 - $25,846
-595 Reduced 10.38%
5,138 $222,000
Q3 2023

Oct 13, 2023
SELL
$40.85 - $42.74 $11,642 - $12,180
-285 Reduced 4.74%
5,733 $234,000
Q2 2023

Jul 25, 2023
SELL
$42.34 - $43.55 $30,061 - $30,920
-710 Reduced 10.55%
6,018 $256,000
Q1 2023

Apr 20, 2023
SELL
$41.9 - $43.76 $419 - $437
-10 Reduced 0.15%
6,728 $290,000
Q3 2022

Oct 18, 2022
SELL
$41.53 - $45.11 $7,475 - $8,119
-180 Reduced 2.6%
6,738 $282,000
Q2 2022

Jul 25, 2022
SELL
$42.91 - $46.25 $5,535 - $5,966
-129 Reduced 1.83%
6,918 $304,000
Q1 2022

Apr 29, 2022
BUY
$45.92 - $49.05 $7,071 - $7,553
154 Added 2.23%
7,047 $327,000
Q4 2021

Jan 21, 2022
BUY
$49.01 - $49.77 $98,510 - $100,037
2,010 Added 41.16%
6,893 $341,000
Q3 2021

Nov 15, 2021
BUY
$49.57 - $50.25 $242,050 - $245,370
4,883 New
4,883 $242,000

Others Institutions Holding EUSB

# of Institutions
162
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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