Org Partners LLC Ishares Esg Advanced Msci Usa Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Org Partners LLC holds 920 shares of USXF stock, worth $45,135. This represents 0.01% of its overall portfolio holdings.

Number of Shares

920

Holding current value

$45,135

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$41.56 - $47.79 $38,235 - $43,966	920 New	920 $42,000
Q4 2023 Jan 29, 2024	BUY	$33.24 - $39.9 $5,717 - $6,862	172 Added 17.55%	1,152 $45,000
Q3 2023 Nov 03, 2023	SELL	$34.33 - $37.33 $9,372 - $10,191	-273 Reduced 21.79%	980 $980,000
Q2 2023 Jul 25, 2023	BUY	$32.33 - $35.95 $40,509 - $45,045	1,253 New	1,253 $45.1 Million

Others Institutions Holding USXF

# of Institutions

215

Shares Held

18.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.53M
Shares

$222 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$132 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.35M
Shares

$66.2 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

605K
Shares

$29.7 Million
1.06% of portfolio
Adviser Investments LLC

584K
Shares

$28.6 Million
0.36% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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