Sofi Wealth, LLC Ishares Tr Esg Advanced Total Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Sofi Wealth, LLC holds 3,203 shares of EUSB stock, worth $138,593. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,203

Holding current value

$138,593

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$42.39 - $44.29 $135,775 - $141,860	3,203 New	3,203 $136,000

Others Institutions Holding EUSB

# of Institutions

171

Shares Held

13.7M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.98M
Shares

$215 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.29M
Shares

$56 Million
0.02% of portfolio
Essential Planning, Llc. Portsmouth, NH

877K
Shares

$38 Million
0.25% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

543K
Shares

$23.5 Million
0.85% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

454K
Shares

$19.7 Million
0.07% of portfolio

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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