Steward Partners Investment Advisory, LLC Ishares Tr Esg Advanced Total Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

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 11,955 shares of EUSB stock, worth $524,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,955

Previous 15,978 25.18%

Holding current value

$524,226

Previous $695,000 24.46%

% of portfolio

0.0%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$42.97 - $44.2 $172,868 - $177,816	-4,023 Reduced 25.18%	11,955 $525,000
Q2 2025 Aug 12, 2025	BUY	$42.54 - $43.56 $18,164 - $18,600	427 Added 2.75%	15,978 $695,000
Q1 2025 May 13, 2025	BUY	$42.05 - $43.43 $10,933 - $11,291	260 Added 1.7%	15,551 $673,000
Q4 2024 Feb 06, 2025	SELL	$42.39 - $44.29 $71,427 - $74,628	-1,685 Reduced 9.93%	15,291 $649,000
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

# of Institutions

173

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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Steward Partners Investment Advisory, LLC Ishares Tr Esg Advanced Total Transaction History