Retirement Capital Strategies Ishares Tr Esg Advanced Total Transaction History

Retirement Capital Strategies

$250 Million
Q1 2025

A detailed history of Retirement Capital Strategies transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Retirement Capital Strategies holds 50,625 shares of EUSB stock, worth $2.2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

50,625

Previous 185,256 72.67%

Holding current value

$2.2 Million

Previous $7.87 Million 72.13%

% of portfolio

0.88%

Previous 3.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$42.05 - $43.43 $5.66 Million - $5.85 Million	-134,631 Reduced 72.67%	50,625 $2.19 Million
Q4 2024 Feb 07, 2025	SELL	$42.39 - $44.29 $2.28 Million - $2.39 Million	-53,863 Reduced 22.53%	185,256 $7.87 Million
Q3 2024 Nov 12, 2024	BUY	$42.09 - $44.64 $10.1 Million - $10.7 Million	239,119 New	239,119 $10.6 Million
Q1 2024 May 13, 2024	BUY	$42.24 - $43.27 $29,779 - $30,505	705 Added 4.09%	17,954 $768,000
Q4 2023 Feb 14, 2024	BUY	$39.96 - $43.44 $689,270 - $749,296	17,249 New	17,249 $746,000
Q2 2022 Jul 29, 2022	SELL	$42.91 - $46.25 $34,585 - $37,277	-806 Reduced 1.58%	50,107 $2.2 Million
Q1 2022 Apr 21, 2022	BUY	$45.92 - $49.05 $360,839 - $385,434	7,858 Added 18.25%	50,913 $2.31 Million
Q4 2021 Feb 03, 2022	BUY	$49.01 - $49.77 $2.11 Million - $2.14 Million	43,055 New	43,055 $2.13 Million

Others Institutions Holding EUSB

# of Institutions

183

Shares Held

13M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Retirement Capital Strategies Ishares Tr Esg Advanced Total Transaction History