A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 170,513 shares of USXF stock, worth $8.55 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares
170,513
Previous 168,896 0.96%
Holding current value
$8.55 Million
Previous $7.87 Million 6.37%
% of portfolio
8.74%
Previous 8.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$43.59 - $49.35 $70,485 - $79,798
1,617 Added 0.96%
170,513 $8.37 Million
Q2 2024

Aug 06, 2024

BUY
$41.56 - $47.79 $84,948 - $97,682
2,044 Added 1.23%
168,896 $7.87 Million
Q1 2024

Apr 22, 2024

SELL
$38.81 - $45.23 $50,336 - $58,663
-1,297 Reduced 0.77%
166,852 $7.53 Million
Q4 2023

Apr 22, 2024

BUY
$33.24 - $39.9 $43,112 - $51,750
1,297 Added 0.78%
168,149 $6.7 Billion
Q4 2023

Jan 16, 2024

BUY
$33.24 - $39.9 $5.59 Million - $6.71 Million
168,149 New
168,149 $6.7 Million

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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