Creative Planning Ishares Esg Advanced Msci Usa Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Creative Planning holds 7,718 shares of USXF stock, worth $401,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,718
Previous 7,260 6.31%
Holding current value
$401,953
Previous $338,000 11.83%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
233
Shares Held
18.6M
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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