Spectrum Planning & Advisory Services Inc. Ishares Tr Esg Advanced Total Transaction History

Spectrum Planning & Advisory Services Inc.

$148 Million
Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 4,923 shares of EUSB stock, worth $215,873. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,923

Previous 4,897 0.53%

Holding current value

$215,873

Previous $213,000 1.41%

% of portfolio

0.15%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$42.97 - $44.2 $1,117 - $1,149	26 Added 0.53%	4,923 $216,000
Q2 2025 Jul 15, 2025	SELL	$42.54 - $43.56 $6,423 - $6,577	-151 Reduced 2.99%	4,897 $213,000
Q1 2025 Apr 22, 2025	BUY	$42.05 - $43.43 $13,329 - $13,767	317 Added 6.7%	5,048 $218,000
Q4 2024 Jan 22, 2025	SELL	$42.39 - $44.29 $87,916 - $91,857	-2,074 Reduced 30.48%	4,731 $200,000
Q3 2024 Nov 08, 2024	BUY	$42.09 - $44.64 $286,422 - $303,775	6,805 New	6,805 $301,000

Q4 2022 Jan 19, 2023	SELL	$40.69 - $43.22 $165,038 - $175,300	-4,056 Reduced 28.68%	10,085 $0
Q3 2022 Oct 17, 2022	SELL	$41.53 - $45.11 $68,233 - $74,115	-1,643 Reduced 10.41%	14,141 $592,000
Q2 2022 Jul 15, 2022	BUY	$42.91 - $46.25 $7,938 - $8,556	185 Added 1.19%	15,784 $694,000
Q1 2022 Apr 18, 2022	SELL	$45.92 - $49.05 $23,189 - $24,770	-505 Reduced 3.14%	15,599 $725,000
Q4 2021 Jan 19, 2022	BUY	$49.01 - $49.77 $145,412 - $147,667	2,967 Added 22.59%	16,104 $796,000
Q3 2021 Oct 13, 2021	BUY	$49.57 - $50.25 $169,083 - $171,402	3,411 Added 35.07%	13,137 $651,000
Q2 2021 Jul 19, 2021	BUY	$49.06 - $49.72 $51,758 - $52,454	1,055 Added 12.17%	9,726 $483,000
Q1 2021 Apr 27, 2021	BUY	$48.9 - $50.59 $133,252 - $137,857	2,725 Added 45.83%	8,671 $425,000
Q4 2020 Feb 02, 2021	BUY	$50.18 - $50.65 $298,370 - $301,164	5,946 New	5,946 $301,000

Others Institutions Holding EUSB

# of Institutions

174

Shares Held

12.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

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Spectrum Planning & Advisory Services Inc. Ishares Tr Esg Advanced Total Transaction History