Oliver Lagore Vanvalin Investment Group Ishares Esg Advanced Msci Usa Transaction History

Oliver Lagore Vanvalin Investment Group

$263 Million
Q2 2025

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,718 shares of USXF stock, worth $99,300. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,718

Previous 1,682 2.14%

Holding current value

$99,300

Previous $83,000 10.84%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$41.54 - $53.93 $1,495 - $1,941	36 Added 2.14%	1,718 $92,000
Q4 2024 Apr 01, 2025	SELL	$48.45 - $52.57 $1,405 - $1,524	-29 Reduced 1.69%	1,682 $83,000
Q3 2024 Nov 04, 2024	BUY	$43.59 - $49.35 $958 - $1,085	22 Added 1.3%	1,711 $83,000
Q2 2024 Aug 15, 2024	SELL	$41.56 - $47.79 $3,407 - $3,918	-82 Reduced 4.63%	1,689 $78,000
Q1 2024 May 15, 2024	BUY	$38.81 - $45.23 $776 - $904	20 Added 1.14%	1,771 $79,000
Q4 2023 Jan 31, 2024	SELL	$33.24 - $39.9 $99 - $119	-3 Reduced 0.17%	1,751 $69,000
Q3 2023 Nov 09, 2023	SELL	$34.33 - $37.33 $3,673 - $3,994	-107 Reduced 5.75%	1,754 $60,000
Q2 2023 Aug 08, 2023	SELL	$32.33 - $35.95 $1,390 - $1,545	-43 Reduced 2.26%	1,861 $66,000
Q1 2023 Jun 20, 2023	SELL	$30.39 - $33.7 $54,033 - $59,918	-1,778 Reduced 48.29%	1,904 $62,000
Q4 2022 Mar 02, 2023	SELL	$27.72 - $32.46 $33,790 - $39,568	-1,219 Reduced 24.87%	3,682 $112,000
Q3 2022 Nov 15, 2022	SELL	$28.02 - $34.07 $11,516 - $14,002	-411 Reduced 7.74%	4,901 $137,000
Q2 2022 Aug 16, 2022	SELL	$28.63 - $36.15 $77,959 - $98,436	-2,723 Reduced 33.89%	5,312 $159,000
Q1 2022 Jun 17, 2022	BUY	$32.88 - $39.25 $264,190 - $315,373	8,035 New	8,035 $276,000

Others Institutions Holding USXF

# of Institutions

282

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Oliver Lagore Vanvalin Investment Group Ishares Esg Advanced Msci Usa Transaction History