A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 8,725 shares of EUSB stock, worth $385,470. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,725
Previous 8,725 -0.0%
Holding current value
$385,470
Previous $371,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$41.57 - $42.82 $29,182 - $30,059
-702 Reduced 7.45%
8,725 $371,000
Q4 2023

Jan 23, 2024

SELL
$39.96 - $43.44 $286,233 - $311,160
-7,163 Reduced 43.18%
9,427 $407,000
Q1 2023

Apr 20, 2023

SELL
$41.9 - $43.76 $33,017 - $34,482
-788 Reduced 4.53%
16,590 $717,000
Q4 2022

Jan 25, 2023

BUY
$41.04 - $43.22 $21,012 - $22,128
512 Added 3.04%
17,378 $0
Q3 2022

Oct 28, 2022

BUY
$42.2 - $45.11 $69,714 - $74,521
1,652 Added 10.86%
16,866 $706,000
Q2 2022

Aug 04, 2022

BUY
$42.91 - $46.25 $311,998 - $336,283
7,271 Added 91.54%
15,214 $668,000
Q1 2022

May 03, 2022

BUY
$45.92 - $49.05 $148,688 - $158,823
3,238 Added 68.82%
7,943 $369 Million
Q4 2021

Feb 11, 2022

BUY
$49.01 - $49.77 $230,592 - $234,167
4,705 New
4,705 $232,000
Q3 2021

Nov 04, 2021

SELL
$49.57 - $50.25 $858,899 - $870,681
-17,327 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$49.06 - $49.72 $850,062 - $861,498
17,327 New
17,327 $863,000
Q1 2021

Apr 13, 2021

SELL
$48.9 - $50.59 $226,749 - $234,585
-4,637 Closed
0 $0
Q4 2020

Jan 12, 2021

BUY
$50.18 - $50.65 $232,684 - $234,864
4,637 New
4,637 $235,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


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

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.