Theory Financial LLC Ishares Tr Esg Advanced Total Transaction History

Theory Financial LLC

$232 Million
Q4 2024

A detailed history of Theory Financial LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Theory Financial LLC holds 14,212 shares of EUSB stock, worth $608,131. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,212

Holding current value

$608,131

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$42.39 - $44.29 $602,446 - $629,449	14,212 New	14,212 $603,000

Others Institutions Holding EUSB

# of Institutions

170

Shares Held

13.5M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.98M
Shares

$213 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.3 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.3 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

430K
Shares

$18.4 Million
9.49% of portfolio

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Theory Financial LLC Ishares Tr Esg Advanced Total Transaction History