Gen Wealth Group, Inc. Ishares Esg Advanced Msci Usa Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 62,437 shares of USXF stock, worth $3.14 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

62,437

Previous 64,633 3.4%

Holding current value

$3.14 Million

Previous $3.17 Million 2.14%

% of portfolio

0.71%

Previous 0.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$48.45 - $52.57 $106,396 - $115,443	-2,196 Reduced 3.4%	62,437 $3.1 Million
Q3 2024 Oct 11, 2024	SELL	$43.59 - $49.35 $145,154 - $164,335	-3,330 Reduced 4.9%	64,633 $3.17 Million
Q2 2024 Jul 17, 2024	SELL	$41.56 - $47.79 $19,533 - $22,461	-470 Reduced 0.69%	67,963 $3.17 Million
Q1 2024 Apr 11, 2024	SELL	$38.81 - $45.23 $117,283 - $136,685	-3,022 Reduced 4.23%	68,433 $3.09 Million
Q4 2023 Jan 11, 2024	SELL	$33.24 - $39.9 $109,525 - $131,470	-3,295 Reduced 4.41%	71,455 $2.85 Million
Q3 2023 Nov 13, 2023	SELL	$34.33 - $37.33 $65,570 - $71,300	-1,910 Reduced 2.49%	74,750 $2.59 Million
Q2 2023 Jul 13, 2023	BUY	$32.33 - $35.95 $14,968 - $16,644	463 Added 0.61%	76,660 $2.76 Million
Q1 2023 Apr 11, 2023	SELL	$30.39 - $33.7 $11,608 - $12,873	-382 Reduced 0.5%	76,197 $2.52 Million
Q4 2022 Jan 19, 2023	BUY	$27.72 - $32.46 $545,529 - $638,812	19,680 Added 34.59%	76,579 $0
Q3 2022 Oct 14, 2022	BUY	$28.02 - $34.07 $266,386 - $323,903	9,507 Added 20.06%	56,899 $1.59 Million
Q2 2022 Jul 28, 2022	BUY	$28.63 - $36.15 $169,661 - $214,224	5,926 Added 14.29%	47,392 $1.42 Million
Q1 2022 May 05, 2022	BUY	$32.88 - $39.25 $666,707 - $795,872	20,277 Added 95.7%	41,466 $1.48 Million
Q4 2021 Feb 10, 2022	BUY	$35.87 - $39.84 $265,545 - $294,935	7,403 Added 53.7%	21,189 $835,000
Q3 2021 Oct 19, 2021	BUY	$35.77 - $38.35 $493,125 - $528,693	13,786 New	13,786 $498,000

Others Institutions Holding USXF

# of Institutions

241

Shares Held

18.9M

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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Gen Wealth Group, Inc. Ishares Esg Advanced Msci Usa Transaction History