Leverty Financial Group, LLC Ishares Esg Advanced Msci Usa Transaction History

Leverty Financial Group, LLC

$148 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$32.88 - $39.25 $21,898 - $26,140	-666 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.87 - $39.84 $23,889 - $26,533	666 New	666 $26,000

Others Institutions Holding USXF

# of Institutions

215

Shares Held

18.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.53M
Shares

$222 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$132 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.35M
Shares

$66.2 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

605K
Shares

$29.7 Million
1.06% of portfolio
Adviser Investments LLC

584K
Shares

$28.6 Million
0.36% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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