Balanced Rock Investment Advisor Ishares Esg Advanced Msci Usa Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

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 183,632 shares of USXF stock, worth $9.29 Million. This represents 7.23% of its overall portfolio holdings.

Number of Shares
183,632
Previous 199,653 8.02%
Holding current value
$9.29 Million
Previous $9.8 Billion 6.83%
% of portfolio
7.23%
Previous 7.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
256
Shares Held
20.8M
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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