Morningstar Investment Services LLC Ishares Esg Advanced Msci Usa Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Morningstar Investment Services LLC holds 71,854 shares of USXF stock, worth $3.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
71,854
Previous 57,570 24.81%
Holding current value
$3.73 Million
Previous $2.68 Million 31.41%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2024
BUY
$43.59 - $49.35 $622,639 - $704,915
14,284 Added 24.81%
71,854 $3.52 Million
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $866,442 - $996,325
20,848 Added 56.77%
57,570 $2.68 Million
Q1 2024

May 15, 2024
SELL
$38.81 - $45.23 $685,733 - $799,168
-17,669 Reduced 32.49%
36,722 $1.66 Million
Q4 2023

Feb 13, 2024
BUY
$33.24 - $39.9 $1.26 Million - $1.51 Million
37,781 Added 227.46%
54,391 $2.17 Million
Q3 2023

Nov 14, 2023
BUY
$34.33 - $37.33 $570,221 - $620,051
16,610 New
16,610 $576,000

Others Institutions Holding USXF

# of Institutions
232
Shares Held
18.6M
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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