Rkl Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024

A detailed history of Rkl Wealth Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Rkl Wealth Management LLC holds 26,697 shares of USXF stock, worth $1.39 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,697
Previous 26,624 0.27%
Holding current value
$1.39 Million
Previous $1.24 Million 5.65%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$43.59 - $49.35 $3,182 - $3,602
73 Added 0.27%
26,697 $1.31 Million
Q2 2024

Jul 17, 2024
BUY
$41.56 - $47.79 $2,119 - $2,437
51 Added 0.19%
26,624 $1.24 Million
Q1 2024

May 08, 2024
SELL
$38.81 - $45.23 $81,151 - $94,575
-2,091 Reduced 7.29%
26,573 $1.2 Million
Q4 2023

Jan 24, 2024
BUY
$33.24 - $39.9 $106,002 - $127,241
3,189 Added 12.52%
28,664 $1.14 Million
Q3 2023

Nov 03, 2023
BUY
$34.33 - $37.33 $106,457 - $115,760
3,101 Added 13.86%
25,475 $882,000
Q2 2023

Aug 07, 2023
BUY
$32.33 - $35.95 $42,610 - $47,382
1,318 Added 6.26%
22,374 $804,000
Q1 2023

May 01, 2023
BUY
$30.39 - $33.7 $2,005 - $2,224
66 Added 0.31%
21,056 $696,000
Q4 2022

Feb 06, 2023
BUY
$27.72 - $32.46 $48,399 - $56,675
1,746 Added 9.07%
20,990 $643,000
Q3 2022

Nov 10, 2022
BUY
$28.02 - $34.07 $208,076 - $253,003
7,426 Added 62.84%
19,244 $539,000
Q2 2022

Aug 01, 2022
BUY
$28.63 - $36.15 $92,159 - $116,366
3,219 Added 37.43%
11,818 $353,000
Q1 2022

May 10, 2022
BUY
$32.88 - $39.25 $282,735 - $337,510
8,599 New
8,599 $307,000

Others Institutions Holding USXF

# of Institutions
233
Shares Held
18.6M
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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