A detailed history of Regal Investment Advisors LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Regal Investment Advisors LLC holds 19,972 shares of USXF stock, worth $939,482. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,972
Previous 19,999 0.14%
Holding current value
$939,482
Previous $796,000 13.19%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$38.81 - $45.23 $1,047 - $1,221
-27 Reduced 0.14%
19,972 $901,000
Q4 2023

Feb 14, 2024

SELL
$33.24 - $39.9 $17,284 - $20,748
-520 Reduced 2.53%
19,999 $796,000
Q3 2023

Nov 13, 2023

SELL
$34.33 - $37.33 $5,561 - $6,047
-162 Reduced 0.78%
20,519 $711,000
Q2 2023

Aug 11, 2023

BUY
$32.33 - $35.95 $7,565 - $8,412
234 Added 1.14%
20,681 $743,000
Q1 2023

May 11, 2023

SELL
$30.39 - $33.7 $41,938 - $46,506
-1,380 Reduced 6.32%
20,447 $676,000
Q4 2022

Mar 01, 2023

BUY
$28.92 - $32.46 $30,105 - $33,790
1,041 Added 5.01%
21,827 $669,000
Q3 2022

Nov 15, 2022

SELL
$28.72 - $34.07 $9,391 - $11,140
-327 Reduced 1.55%
20,786 $582,000
Q2 2022

Aug 09, 2022

SELL
$28.63 - $36.15 $203,158 - $256,520
-7,096 Reduced 25.16%
21,113 $631,000
Q1 2022

May 09, 2022

BUY
$32.88 - $39.25 $32,945 - $39,328
1,002 Added 3.68%
28,209 $1.01 Million
Q4 2021

Feb 10, 2022

BUY
$35.87 - $39.84 $199,580 - $221,669
5,564 Added 25.71%
27,207 $1.07 Million
Q3 2021

Nov 05, 2021

BUY
$35.77 - $38.35 $240,088 - $257,405
6,712 Added 44.95%
21,643 $782,000
Q2 2021

Aug 09, 2021

BUY
$33.56 - $36.33 $501,084 - $542,443
14,931 New
14,931 $542,000
Q1 2021

May 12, 2021

SELL
$30.94 - $33.33 $273,664 - $294,803
-8,845 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$27.25 - $31.31 $241,026 - $276,936
8,845 New
8,845 $277,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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