Atria Wealth Solutions, Inc. Ishares Esg Advanced Msci Usa Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 130,529 shares of USXF stock, worth $6.63 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

130,529

Previous 140,407 7.04%

Holding current value

$6.63 Million

Previous $6.98 Million 12.75%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$46.38 - $52.65 $458,141 - $520,076	-9,878 Reduced 7.04%	130,529 $6.09 Million
Q4 2024 Jan 31, 2025	BUY	$48.45 - $52.57 $381,737 - $414,199	7,879 Added 5.95%	140,407 $6.98 Million
Q3 2024 Nov 08, 2024	BUY	$43.59 - $49.35 $36,048 - $40,812	827 Added 0.63%	132,528 $6.5 Million
Q2 2024 Jul 22, 2024	SELL	$41.56 - $47.79 $6,857 - $7,885	-165 Reduced 0.13%	131,701 $6.13 Million
Q1 2024 May 13, 2024	BUY	$38.81 - $45.23 $397,996 - $463,833	10,255 Added 8.43%	131,866 $5.95 Million
Q4 2023 Feb 02, 2024	BUY	$33.24 - $39.9 $368,365 - $442,171	11,082 Added 10.03%	121,611 $4.84 Million
Q3 2023 Nov 08, 2023	SELL	$34.33 - $37.33 $74,942 - $81,491	-2,183 Reduced 1.94%	110,529 $3.83 Million
Q2 2023 Aug 03, 2023	BUY	$32.33 - $35.95 $473,666 - $526,703	14,651 Added 14.94%	112,712 $4.05 Million
Q1 2023 Aug 22, 2023	SELL	$30.39 - $33.7 $36,559 - $40,541	-1,203 Reduced 1.07%	111,509 $3.69 Million
Q1 2023 Jun 14, 2023	SELL	$30.39 - $33.7 $408,684 - $453,197	-13,448 Reduced 12.06%	98,061 $3.24 Million
Q1 2023 May 10, 2023	BUY	$30.39 - $33.7 $408,684 - $453,197	13,448 Added 13.71%	111,509 $3.69 Million
Q4 2022 Aug 30, 2023	SELL	$27.72 - $32.46 $406,125 - $475,571	-14,651 Reduced 13.0%	98,061 $3.01 Million
Q4 2022 Feb 13, 2023	SELL	$27.72 - $32.46 $92,446 - $108,254	-3,335 Reduced 3.29%	98,061 $3.01 Million
Q3 2022 Nov 14, 2022	BUY	$28.02 - $34.07 $29,813 - $36,250	1,064 Added 1.06%	101,396 $2.84 Million
Q2 2022 Aug 15, 2022	SELL	$28.63 - $36.15 $862,077 - $1.09 Million	-30,111 Reduced 23.08%	100,332 $3 Million
Q1 2022 May 16, 2022	BUY	$32.88 - $39.25 $4.29 Million - $5.12 Million	130,443 New	130,443 $4.66 Million

Others Institutions Holding USXF

# of Institutions

261

Shares Held

21M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Atria Wealth Solutions, Inc. Ishares Esg Advanced Msci Usa Transaction History