One Wealth Management Investment & Advisory Services, LLC Ishares Esg Advanced Msci Usa Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$41.56 - $47.79 $33,996 - $39,092	-818 Reduced 5.0%	15,544 $724 Million
Q1 2024 May 14, 2024	BUY	$38.81 - $45.23 $6,636 - $7,734	171 Added 1.06%	16,362 $739 Million
Q4 2023 Jan 25, 2024	BUY	$33.24 - $39.9 $538,188 - $646,020	16,191 New	16,191 $645 Million

Others Institutions Holding USXF

# of Institutions

233

Shares Held

18.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$237 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$140 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$70.8 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.5 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.5 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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