A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,331 shares of USXF stock, worth $433,878. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,331
Previous 5,247 58.78%
Holding current value
$433,878
Previous $244,000 67.21%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$43.59 - $49.35 $134,431 - $152,195
3,084 Added 58.78%
8,331 $408,000
Q2 2024

Aug 12, 2024

BUY
$41.56 - $47.79 $415 - $477
10 Added 0.19%
5,247 $244,000
Q1 2024

May 02, 2024

BUY
$38.81 - $45.23 $504 - $587
13 Added 0.25%
5,237 $236,000
Q4 2023

Feb 05, 2024

BUY
$33.24 - $39.9 $173,645 - $208,437
5,224 New
5,224 $208,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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