Sage View Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$38.81 - $45.23 $2.36 Million - $2.75 Million	60,866 New	60,866 $1.49 Billion

Others Institutions Holding USXF

# of Institutions

235

Shares Held

18.7M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.55M
Shares

$229 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$136 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$68.4 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$31.4 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$29.5 Million
0.01% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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