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

232

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.55M
Shares

$236 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$140 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$70.5 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.4 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.4 Million
0.01% 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.