Stifel Financial Corp Ishares Tr Esg Advanced Total Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$41.9 - $43.76 $245,031 - $255,908	-5,848 Reduced 50.21%	5,800 $250,000
Q4 2022 Feb 13, 2023	BUY	$40.69 - $43.22 $9,684 - $10,286	238 Added 2.09%	11,648 $491,000
Q3 2022 Nov 14, 2022	BUY	$41.53 - $45.11 $185,639 - $201,641	4,470 Added 64.41%	11,410 $477,000
Q2 2022 Aug 15, 2022	SELL	$42.91 - $46.25 $226,650 - $244,292	-5,282 Reduced 43.22%	6,940 $305,000
Q1 2022 May 13, 2022	BUY	$45.92 - $49.05 $114,754 - $122,575	2,499 Added 25.7%	12,222 $568,000
Q3 2021 Nov 15, 2021	SELL	$49.57 - $50.25 $9,963 - $10,100	-201 Reduced 2.03%	9,723 $482,000
Q2 2021 Aug 13, 2021	BUY	$49.06 - $49.72 $170,091 - $172,379	3,467 Added 53.69%	9,924 $493,000
Q1 2021 May 14, 2021	BUY	$48.9 - $50.59 $120,587 - $124,754	2,466 Added 61.79%	6,457 $317,000
Q4 2020 Feb 12, 2021	BUY	$50.18 - $50.65 $200,268 - $202,144	3,991 New	3,991 $202,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$212 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.1 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.2 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.6 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.4 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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