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

Leverty Financial Group, LLC

$196 Million
Q1 2025

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

262

Shares Held

21M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.17M
Shares

$266 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$138 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.19M
Shares

$61 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$59.5 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

669K
Shares

$34.3 Million
1.12% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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