Creative Planning Ishares Esg Advanced Msci Usa Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Creative Planning holds 13,423 shares of USXF stock, worth $681,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,423

Previous 7,946 68.93%

Holding current value

$681,888

Previous $395,000 58.48%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$46.38 - $52.65 $254,023 - $288,364	5,477 Added 68.93%	13,423 $626,000
Q4 2024 Feb 14, 2025	BUY	$48.45 - $52.57 $11,046 - $11,985	228 Added 2.95%	7,946 $395,000
Q3 2024 Oct 11, 2024	BUY	$43.59 - $49.35 $19,964 - $22,602	458 Added 6.31%	7,718 $378,000
Q2 2024 Aug 15, 2024	BUY	$41.56 - $47.79 $2,826 - $3,249	68 Added 0.95%	7,260 $338,000
Q1 2024 May 10, 2024	SELL	$38.81 - $45.23 $274,813 - $320,273	-7,081 Reduced 49.61%	7,192 $324,000
Q4 2023 Feb 14, 2024	BUY	$33.24 - $39.9 $474,434 - $569,492	14,273 New	14,273 $568,000
Q1 2022 May 16, 2022	SELL	$32.88 - $39.25 $212,437 - $253,594	-6,461 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$33.56 - $36.33 $216,831 - $234,728	6,461 New	6,461 $235,000

Others Institutions Holding USXF

# of Institutions

262

Shares Held

21M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Creative Planning Ishares Esg Advanced Msci Usa Transaction History