Robertson Stephens Wealth Management, LLC Ishares Tr Esg Advanced Total Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$41.53 - $45.11 $1.07 Million - $1.16 Million	25,748 New	25,748 $1.08 Million

Others Institutions Holding EUSB

# of Institutions

172

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$215 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.29M
Shares

$55.8 Million
0.02% of portfolio
Essential Planning, Llc. Portsmouth, NH

877K
Shares

$37.8 Million
0.25% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

535K
Shares

$23.1 Million
0.82% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

454K
Shares

$19.6 Million
0.07% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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