Plancorp, LLC Ishares Esg Advanced Msci Usa Transaction History

Plancorp, LLC

$2.3 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$28.72 - $34.07 $1.31 Million - $1.55 Million	45,541 Added 294.21%	61,020 $1.71 Million
Q2 2022 Aug 04, 2022	BUY	$28.63 - $36.15 $443,163 - $559,565	15,479 New	15,479 $462,000

Others Institutions Holding USXF

# of Institutions

206

Shares Held

17.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.5M
Shares

$212 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.68M
Shares

$127 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.35M
Shares

$63.9 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

558K
Shares

$26.4 Million
0.92% of portfolio
Adviser Investments LLC

555K
Shares

$26.2 Million
0.34% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.