Copperleaf Capital, LLC Ishares Esg Advanced Msci Usa Transaction History

Copperleaf Capital, LLC

  • $105 Million
  • Q1 2024

A detailed history of Copperleaf Capital, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Copperleaf Capital, LLC holds 10,756 shares of USXF stock, worth $508,221. This represents 0.46% of its overall portfolio holdings.

Number of Shares
10,756
Previous 11,191 3.89%
Holding current value
$508,221
Previous $387,000 25.32%
% of portfolio
0.46%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$38.81 - $45.23 $16,882 - $19,675
-435 Reduced 3.89%
10,756 $485,000
Q3 2023

Nov 13, 2023
BUY
$34.33 - $37.33 $5,698 - $6,196
166 Added 1.51%
11,191 $387,000
Q2 2023

Aug 11, 2023
BUY
$32.33 - $35.95 $120,170 - $133,626
3,717 Added 50.86%
11,025 $396,000
Q1 2023

May 15, 2023
BUY
$30.39 - $33.7 $222,090 - $246,279
7,308 New
7,308 $241,000

Others Institutions Holding USXF

# of Institutions
206
Shares Held
17.6M
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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