Lifelong Wealth Advisors, Inc. Ishares Esg Advanced Msci Usa Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 8,805 shares of USXF stock, worth $512,451. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,805
Previous 12,178 27.7%
Holding current value
$512,451
Previous $568 Million 16.45%
% of portfolio
0.16%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$41.54 - $53.93 $140,114 - $181,905
-3,373 Reduced 27.7%
8,805 $475 Million
Q1 2025

Apr 23, 2025
BUY
$46.38 - $52.65 $131,672 - $149,473
2,839 Added 30.4%
12,178 $568 Million
Q4 2024

Feb 13, 2025
BUY
$48.45 - $52.57 $452,474 - $490,951
9,339 New
9,339 $464 Million

Others Institutions Holding USXF

# of Institutions
284
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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