Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,082 shares of USXF stock, worth $175,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,082

Previous 4,641 33.59%

Holding current value

$175,088

Previous $216,000 23.15%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$41.54 - $53.93 $64,760 - $84,076	-1,559 Reduced 33.59%	3,082 $166,000
Q1 2025 Apr 22, 2025	BUY	$46.38 - $52.65 $13,589 - $15,426	293 Added 6.74%	4,641 $216,000
Q4 2024 Jan 30, 2025	BUY	$48.45 - $52.57 $42,587 - $46,209	879 Added 25.34%	4,348 $216,000
Q3 2024 Oct 25, 2024	SELL	$43.59 - $49.35 $1,264 - $1,431	-29 Reduced 0.83%	3,469 $170,000
Q2 2024 Jul 15, 2024	BUY	$41.56 - $47.79 $7,106 - $8,172	171 Added 5.14%	3,498 $162,000
Q1 2024 Apr 30, 2024	SELL	$38.81 - $45.23 $10,207 - $11,895	-263 Reduced 7.33%	3,327 $150,000
Q4 2023 Feb 07, 2024	BUY	$33.24 - $39.9 $119,331 - $143,241	3,590 New	3,590 $142,000

Others Institutions Holding USXF

# of Institutions

287

Shares Held

18.3M

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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Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History