Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Usa Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,572 shares of USXF stock, worth $228,097. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,572
Previous 6,835 33.11%
Holding current value
$228,097
Previous $339,000 37.17%
% of portfolio
0.06%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$46.38 - $52.65 $104,957 - $119,146
-2,263 Reduced 33.11%
4,572 $213,000
Q4 2024

Jan 16, 2025
BUY
$48.45 - $52.57 $1,162 - $1,261
24 Added 0.35%
6,835 $339,000
Q3 2024

Oct 03, 2024
BUY
$43.59 - $49.35 $784 - $888
18 Added 0.26%
6,811 $334,000
Q2 2024

Jul 08, 2024
BUY
$41.56 - $47.79 $540 - $621
13 Added 0.19%
6,793 $316,000
Q1 2024

Apr 09, 2024
BUY
$38.81 - $45.23 $263,131 - $306,659
6,780 New
6,780 $306,000

Others Institutions Holding USXF

# of Institutions
261
Shares Held
21.1M
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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