Rfg Advisory, LLC Ishares Esg Advanced Msci Usa Transaction History

Rfg Advisory, LLC

$2.86 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$28.63 - $36.15 $418,742 - $528,729	-14,626 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$32.88 - $39.25 $480,902 - $574,070	14,626 New	14,626 $522,000

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

$209 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.68M
Shares

$125 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.35M
Shares

$63 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

558K
Shares

$26 Million
0.92% of portfolio
Adviser Investments LLC

555K
Shares

$25.8 Million
0.34% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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