Perennial Investment Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 17,983 shares of USXF stock, worth $965,507. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,983
Previous 11,041 62.87%
Holding current value
$965,507
Previous $548,000 53.1%
% of portfolio
0.1%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$46.38 - $52.65 $321,969 - $365,496
6,942 Added 62.87%
17,983 $839,000
Q4 2024

Feb 12, 2025
BUY
$48.45 - $52.57 $157,947 - $171,378
3,260 Added 41.9%
11,041 $548,000
Q3 2024

Nov 14, 2024
BUY
$43.59 - $49.35 $339,173 - $383,992
7,781 New
7,781 $381,000

Others Institutions Holding USXF

# of Institutions
261
Shares Held
21M
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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