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

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

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 4,348 shares of USXF stock, worth $203,921. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,348
Previous 3,469 25.34%
Holding current value
$203,921
Previous $170,000 27.06%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
258
Shares Held
20.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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