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 3,469 shares of USXF stock, worth $180,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,469
Previous 3,498 0.83%
Holding current value
$180,665
Previous $162,000 4.94%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.