Institute For Wealth Management, LLC. EUSB Holdings History
Institute for Wealth Management, LLC.'s iShares ESG Advanced Total USD Bond Market ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 46,163.00 shares of iShares ESG Advanced Total USD Bond Market ETF(EUSB), totaling $2.01 Mil. This investment constitutes 0.22% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.27% of the outstanding iShares ESG Advanced Total USD Bond Market ETF(EUSB) stock.
The initial trade took place in 2021Q3. And since then Institute for Wealth Management, LLC. has made 6 purchases of EUSB, at an average price of $43.88, for a total of 53,440.00 shares. In addition, there have been 10 sales at an average price of $42.75 for 7,277.00 shares. Based on historical transaction data and EUSB's current price of $43.11, Institute for Wealth Management, LLC.'s estimated gain on his EUSB holdings is $-43,560.74, reflecting a -1.86% gain to date.
Institute for Wealth Management, LLC. EUSB ($43.11) Holding Chart
Institute for Wealth Management, LLC. EUSB ($43.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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