A detailed history of Capital Asset Advisory Services LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 5,645 shares of USXF stock, worth $303,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,645
Previous 5,087 10.97%
Holding current value
$303,080
Previous $236,000 28.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 07, 2025

BUY
$41.54 - $53.93 $23,179 - $30,092
558 Added 10.97%
5,645 $304,000
Q1 2025

Apr 09, 2025

BUY
$46.38 - $52.65 $13,125 - $14,899
283 Added 5.89%
5,087 $236,000
Q4 2024

Jan 22, 2025

BUY
$48.45 - $52.57 $22,287 - $24,182
460 Added 10.59%
4,804 $238,000
Q3 2024

Oct 17, 2024

BUY
$43.59 - $49.35 $189,354 - $214,376
4,344 New
4,344 $213,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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