Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,751 shares of USXF stock, worth $824,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,751
Previous 16,643 11.37%
Holding current value
$824,580
Previous $827,000 16.81%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$46.38 - $52.65 $87,750 - $99,613
-1,892 Reduced 11.37%
14,751 $688,000
Q4 2024

Feb 07, 2025
BUY
$48.45 - $52.57 $74,467 - $80,800
1,537 Added 10.17%
16,643 $827,000
Q3 2024

Nov 08, 2024
BUY
$43.59 - $49.35 $17,218 - $19,493
395 Added 2.69%
15,106 $741,000
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $523,697 - $602,201
12,601 Added 597.2%
14,711 $685,000
Q1 2024

Jun 11, 2024
SELL
$38.81 - $45.23 $271 - $316
-7 Reduced 0.33%
2,110 $95,000
Q3 2023

Nov 03, 2023
SELL
$34.33 - $37.33 $1,716 - $1,866
-50 Reduced 2.31%
2,117 $73,000
Q1 2023

May 11, 2023
SELL
$30.39 - $33.7 $1,397 - $1,550
-46 Reduced 2.08%
2,167 $71,000
Q4 2022

Feb 09, 2023
SELL
$27.72 - $32.46 $165,294 - $193,558
-5,963 Reduced 72.93%
2,213 $67,000
Q3 2022

Nov 07, 2022
SELL
$28.02 - $34.07 $9,975 - $12,128
-356 Reduced 4.17%
8,176 $229,000
Q2 2022

Aug 01, 2022
SELL
$28.63 - $36.15 $54,282 - $68,540
-1,896 Reduced 18.18%
8,532 $255,000
Q1 2022

May 25, 2022
SELL
$32.88 - $39.25 $7,003 - $8,360
-213 Reduced 2.0%
10,428 $372,000
Q4 2021

Feb 07, 2022
BUY
$35.87 - $39.84 $381,692 - $423,937
10,641 New
10,641 $420,000

Others Institutions Holding USXF

# of Institutions
265
Shares Held
20.3M
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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