Balanced Rock Investment Advisor Ishares Esg Advanced Msci Usa Transaction History

Balanced Rock Investment Advisor

$125 Billion
Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 187,421 shares of USXF stock, worth $10.4 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares

187,421

Previous 183,632 2.06%

Holding current value

$10.4 Million

Previous $9.13 Billion 4.2%

% of portfolio

6.97%

Previous 7.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$46.38 - $52.65 $175,733 - $199,490	3,789 Added 2.06%	187,421 $8.75 Billion
Q4 2024 Feb 13, 2025	SELL	$48.45 - $52.57 $776,217 - $842,223	-16,021 Reduced 8.02%	183,632 $9.13 Billion
Q3 2024 Nov 13, 2024	SELL	$43.59 - $49.35 $43,851 - $49,646	-1,006 Reduced 0.5%	199,653 $9.8 Billion
Q2 2024 Jul 31, 2024	BUY	$41.56 - $47.79 $288,883 - $332,188	6,951 Added 3.59%	200,659 $9.35 Billion
Q1 2024 May 13, 2024	BUY	$38.81 - $45.23 $5.5 Million - $6.41 Million	141,699 Added 272.45%	193,708 $8.75 Billion
Q4 2023 Feb 13, 2024	BUY	$33.24 - $39.9 $1.73 Million - $2.08 Million	52,009 New	52,009 $2.07 Billion

Others Institutions Holding USXF

# of Institutions

271

Shares Held

19M

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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Balanced Rock Investment Advisor Ishares Esg Advanced Msci Usa Transaction History