Ifp Advisors, Inc Ishares Esg Advanced Msci Usa Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$28.92 - $32.46 $127,219 - $142,791	4,399 Added 27.72%	20,270 $515,000
Q3 2022 Nov 08, 2022	BUY	$28.72 - $34.07 $138,688 - $164,524	4,829 Added 43.73%	15,871 $402,000
Q2 2022 Sep 06, 2022	BUY	$28.63 - $36.15 $316,132 - $399,168	11,042 New	11,042 $279,000
Q2 2022 Aug 12, 2022	SELL	$28.63 - $36.15 $316,132 - $399,168	-11,042 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$32.88 - $39.25 $363,060 - $433,398	11,042 New	11,042 $394,000

Q3 2021 Oct 06, 2021	SELL	$35.77 - $38.35 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$33.56 - $36.33 $10,907 - $11,807	-325 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$30.94 - $33.33 $10,055 - $10,832	325 New	325 $11,000

Others Institutions Holding USXF

# of Institutions

206

Shares Held

17.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.5M
Shares

$212 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.68M
Shares

$127 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.35M
Shares

$63.9 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

558K
Shares

$26.4 Million
0.92% of portfolio
Adviser Investments LLC

555K
Shares

$26.2 Million
0.34% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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