One Wealth Management Investment & Advisory Services, LLC Ishares Tr Esg Advanced Total Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$41.57 - $42.82 $10,517 - $10,833	-253 Reduced 4.18%	5,803 $247 Million
Q1 2024 May 14, 2024	BUY	$42.24 - $43.27 $25,597 - $26,221	606 Added 11.12%	6,056 $259 Million
Q4 2023 Jan 25, 2024	BUY	$39.96 - $43.44 $217,782 - $236,748	5,450 New	5,450 $236 Million

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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