A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,976 shares of EUSB stock, worth $729,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,976
Previous 16,505 2.85%
Holding current value
$729,119
Previous $702,000 7.12%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$42.09 - $44.64 $19,824 - $21,025
471 Added 2.85%
16,976 $752,000
Q2 2024

Aug 08, 2024

SELL
$41.57 - $42.82 $25,731 - $26,505
-619 Reduced 3.61%
16,505 $702,000
Q1 2024

May 15, 2024

BUY
$42.24 - $43.27 $3,886 - $3,980
92 Added 0.54%
17,124 $733,000
Q4 2023

Feb 12, 2024

BUY
$39.96 - $43.44 $18,181 - $19,765
455 Added 2.74%
17,032 $736,000
Q3 2023

Nov 13, 2023

BUY
$40.85 - $42.74 $88,603 - $92,703
2,169 Added 15.05%
16,577 $677,000
Q2 2023

Aug 14, 2023

BUY
$42.34 - $43.55 $35,269 - $36,277
833 Added 6.14%
14,408 $613,000
Q1 2023

May 15, 2023

SELL
$41.9 - $43.76 $277,671 - $289,997
-6,627 Reduced 32.8%
13,575 $586,000
Q4 2022

Feb 15, 2023

BUY
$40.69 - $43.22 $39,794 - $42,269
978 Added 5.09%
20,202 $852,000
Q3 2022

Nov 10, 2022

BUY
$41.53 - $45.11 $32,144 - $34,915
774 Added 4.2%
19,224 $804,000
Q2 2022

Aug 04, 2022

SELL
$42.91 - $46.25 $26,175 - $28,212
-610 Reduced 3.2%
18,450 $812,000
Q1 2022

May 02, 2022

BUY
$45.92 - $49.05 $136,933 - $146,267
2,982 Added 18.55%
19,060 $886,000
Q4 2021

Feb 08, 2022

BUY
$49.01 - $49.77 $70,182 - $71,270
1,432 Added 9.78%
16,078 $795,000
Q3 2021

Nov 12, 2021

BUY
$49.57 - $50.25 $215,976 - $218,939
4,357 Added 42.35%
14,646 $726,000
Q2 2021

Aug 13, 2021

BUY
$49.06 - $49.72 $343 - $348
7 Added 0.07%
10,289 $511,000
Q1 2021

May 14, 2021

BUY
$48.9 - $50.59 $221,321 - $228,970
4,526 Added 78.63%
10,282 $504,000
Q4 2020

Feb 11, 2021

BUY
$50.18 - $50.65 $288,836 - $291,541
5,756 New
5,756 $291,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.