Market Street Wealth Management Advisors LLC Ishares Tr Esg Advanced Total Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$41.9 - $43.76 $42,612 - $44,503	-1,017 Reduced 17.95%	4,650 $201,000
Q4 2022 Jan 20, 2023	BUY	$40.69 - $43.22 $230,590 - $244,927	5,667 New	5,667 $0
Q2 2022 Jul 21, 2022	BUY	$42.91 - $46.25 $59,559 - $64,195	1,388 Added 19.18%	8,626 $379,000
Q1 2022 Apr 12, 2022	BUY	$45.92 - $49.05 $64,196 - $68,571	1,398 Added 23.94%	7,238 $336,000
Q4 2021 Jan 19, 2022	BUY	$49.01 - $49.77 $286,218 - $290,656	5,840 New	5,840 $289,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

Put Options Held

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

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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