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

Institute For Wealth Management, Llc.

$788 Million
Q4 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 4,819 shares of EUSB stock, worth $206,205. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,819

Previous 5,022 4.04%

Holding current value

$206,205

Previous $222,000 8.11%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$42.39 - $44.29 $8,605 - $8,990	-203 Reduced 4.04%	4,819 $204,000
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

167

Shares Held

13.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

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