Curtis Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History

Curtis Advisory Group, LLC

$334 Million
Q3 2024

A detailed history of Curtis Advisory Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,900 shares of USXF stock, worth $347,622. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,900

Holding current value

$347,622

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$43.59 - $49.35 $300,771 - $340,515	6,900 New	6,900 $338,000

Others Institutions Holding USXF

# of Institutions

245

Shares Held

19M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$229 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$136 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$68.5 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$31.4 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$29.5 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Curtis Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History