Geneos Wealth Management Inc. Ishares Esg Advanced Msci Usa Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 724 shares of USXF stock, worth $37,568. This represents 0.0% of its overall portfolio holdings.

Number of Shares

724

Holding current value

$37,568

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$43.59 - $49.35 $31,559 - $35,729	724 New	724 $35,000

Others Institutions Holding USXF

# of Institutions

232

Shares Held

18.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$236 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$140 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$70.5 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.4 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.4 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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Geneos Wealth Management Inc. Ishares Esg Advanced Msci Usa Transaction History