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

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 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 17,511 shares of USXF stock, worth $1.02 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,511
Previous 17,983 2.62%
Holding current value
$1.02 Million
Previous $839,000 12.51%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$41.54 - $53.93 $19,606 - $25,454
-472 Reduced 2.62%
17,511 $944,000
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
284
Shares Held
18.4M
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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