National Wealth Management Group, LLC Ishares Esg Advanced Msci Usa Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, National Wealth Management Group, LLC holds 16,705 shares of USXF stock, worth $949,011. This represents 0.5% of its overall portfolio holdings.

Number of Shares

16,705

Previous 18,502 9.71%

Holding current value

$949,011

Previous $863 Million 4.33%

% of portfolio

0.5%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	SELL	$41.54 - $53.93 $74,647 - $96,912	-1,797 Reduced 9.71%	16,705 $901 Million
Q1 2025 May 15, 2025	BUY	$46.38 - $52.65 $19,850 - $22,534	428 Added 2.37%	18,502 $863 Million
Q4 2024 Feb 12, 2025	BUY	$48.45 - $52.57 $31,880 - $34,591	658 Added 3.78%	18,074 $899 Million
Q3 2024 Nov 13, 2024	BUY	$43.59 - $49.35 $66,387 - $75,160	1,523 Added 9.58%	17,416 $855 Million
Q2 2024 Aug 09, 2024	BUY	$41.56 - $47.79 $113,749 - $130,801	2,737 Added 20.8%	15,893 $740 Million
Q1 2024 May 17, 2024	BUY	$38.81 - $45.23 $43,234 - $50,386	1,114 Added 9.25%	13,156 $594 Million
Q4 2023 Feb 01, 2024	BUY	$33.24 - $39.9 $87,687 - $105,256	2,638 Added 28.05%	12,042 $480 Million
Q3 2023 Nov 13, 2023	BUY	$34.33 - $37.33 $116,962 - $127,183	3,407 Added 56.81%	9,404 $326 Million
Q2 2023 Aug 09, 2023	BUY	$32.33 - $35.95 $193,883 - $215,592	5,997 New	5,997 $218 Million

Others Institutions Holding USXF

# of Institutions

285

Shares Held

18.3M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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National Wealth Management Group, LLC Ishares Esg Advanced Msci Usa Transaction History