Envestnet Portfolio Solutions, Inc. Ishares Esg Advanced Msci Usa Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,507,637 shares of USXF stock, worth $76.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,507,637

Previous 1,359,117 10.93%

Holding current value

$76.3 Million

Previous $66.7 Million 12.37%

% of portfolio

0.27%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$48.45 - $52.57 $7.2 Million - $7.81 Million	148,520 Added 10.93%	1,507,637 $75 Million
Q3 2024 Oct 31, 2024	BUY	$43.59 - $49.35 $409,571 - $463,692	9,396 Added 0.7%	1,359,117 $66.7 Million
Q2 2024 Jul 16, 2024	SELL	$41.56 - $47.79 $94,881 - $109,104	-2,283 Reduced 0.17%	1,349,721 $62.9 Million
Q1 2024 May 06, 2024	SELL	$38.81 - $45.23 $2.44 Million - $2.85 Million	-62,917 Reduced 4.45%	1,352,004 $61 Million
Q4 2023 Feb 07, 2024	SELL	$33.24 - $39.9 $521,502 - $625,991	-15,689 Reduced 1.1%	1,414,921 $56.3 Million
Q3 2023 Nov 13, 2023	BUY	$34.33 - $37.33 $49.1 Million - $53.4 Million	1,430,610 New	1,430,610 $49.6 Million

Others Institutions Holding USXF

# of Institutions

256

Shares Held

20.8M

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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Envestnet Portfolio Solutions, Inc. Ishares Esg Advanced Msci Usa Transaction History