Resource Planning Group Ishares Tr Esg Advanced Total Transaction History

Resource Planning Group

$158 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 12, 2022	SELL	$49.01 - $49.77 $197,951 - $201,021	-4,039 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$49.57 - $50.25 $200,213 - $202,959	4,039 New	4,039 $200,000

Others Institutions Holding EUSB

# of Institutions

174

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$218 Million
0.0% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

615K
Shares

$27 Million
0.85% of portfolio
Impac Tfolio, LLC

523K
Shares

$22.9 Million
10.03% of portfolio
Envestnet Asset Management Inc

504K
Shares

$22.1 Million
0.01% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

456K
Shares

$20 Million
0.04% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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