Wealthgarden F.S. LLC Ishares Esg Advanced Msci Usa Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$43.59 - $49.35 $500,849 - $567,031	11,490 New	11,490 $564 Million
Q2 2024 Aug 07, 2024	BUY	$41.56 - $47.79 $467,009 - $537,016	11,237 New	11,237 $523 Million

Others Institutions Holding USXF

# of Institutions

233

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.55M
Shares

$235 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$139 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$70.2 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.2 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.3 Million
0.01% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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