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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

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 2,110 shares of USXF stock, worth $99,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,110

Previous 2,117 0.33%

Holding current value

$99,254

Previous $95,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$28.92 - $32.46 $172,449 - $193,558	-5,963 Reduced 72.93%	2,213 $67,000
Q3 2022 Nov 07, 2022	SELL	$28.72 - $34.07 $10,224 - $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

206

Shares Held

17.6M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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