A detailed history of Valley National Advisers Inc transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Valley National Advisers Inc holds 11,494 shares of EUSB stock, worth $496,081. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,494
Previous 16,842 31.75%
Holding current value
$496,081
Previous $716,000 28.91%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 24, 2024

SELL
$42.09 - $44.64 $225,097 - $238,734
-5,348 Reduced 31.75%
11,494 $509,000
Q2 2024

Jul 18, 2024

BUY
$41.57 - $42.82 $23,403 - $24,107
563 Added 3.46%
16,842 $716,000
Q1 2024

Apr 19, 2024

BUY
$42.24 - $43.27 $94,955 - $97,270
2,248 Added 16.02%
16,279 $697,000
Q4 2023

Jan 25, 2024

BUY
$39.96 - $43.44 $34,245 - $37,228
857 Added 6.51%
14,031 $606,000
Q3 2023

Nov 13, 2023

BUY
$40.85 - $42.74 $21,977 - $22,994
538 Added 4.26%
13,174 $538,000
Q2 2023

Jul 31, 2023

BUY
$42.34 - $43.55 $304,551 - $313,255
7,193 Added 132.15%
12,636 $539,000
Q1 2023

Apr 26, 2023

BUY
$41.9 - $43.76 $102,403 - $106,949
2,444 Added 81.49%
5,443 $235,000
Q4 2022

Jan 12, 2023

BUY
$40.69 - $43.22 $85,733 - $91,064
2,107 Added 236.21%
2,999 $129,000
Q3 2022

Nov 08, 2022

BUY
$41.53 - $45.11 $37,044 - $40,238
892 New
892 $37,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


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

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.