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

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$214 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.6 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.4 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.7 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.5 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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