A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,416 shares of USXF stock, worth $899,188. This represents 0.58% of its overall portfolio holdings.

Number of Shares
17,416
Previous 15,893 9.58%
Holding current value
$899,188
Previous $740 Million 15.46%
% of portfolio
0.58%
Previous 0.56%

Shares

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

Nov 13, 2024

BUY
$43.59 - $49.35 $66,387 - $75,160
1,523 Added 9.58%
17,416 $855 Million
Q2 2024

Aug 09, 2024

BUY
$41.56 - $47.79 $113,749 - $130,801
2,737 Added 20.8%
15,893 $740 Million
Q1 2024

May 17, 2024

BUY
$38.81 - $45.23 $43,234 - $50,386
1,114 Added 9.25%
13,156 $594 Million
Q4 2023

Feb 01, 2024

BUY
$33.24 - $39.9 $87,687 - $105,256
2,638 Added 28.05%
12,042 $480 Million
Q3 2023

Nov 13, 2023

BUY
$34.33 - $37.33 $116,962 - $127,183
3,407 Added 56.81%
9,404 $326 Million
Q2 2023

Aug 09, 2023

BUY
$32.33 - $35.95 $193,883 - $215,592
5,997 New
5,997 $218 Million

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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