Sharkey, Howes & Javer Ishares Esg Advanced Msci Usa Transaction History

Sharkey, Howes & Javer

$678 Million
Q2 2025

A detailed history of Sharkey, Howes & Javer transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sharkey, Howes & Javer holds 48,801 shares of USXF stock, worth $2.73 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

48,801

Previous 68,236 28.48%

Holding current value

$2.73 Million

Previous $3.18 Million 17.37%

% of portfolio

0.39%

Previous 0.49%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$41.54 - $53.93 $807,329 - $1.05 Million	-19,435 Reduced 28.48%	48,801 $2.63 Million
Q1 2025 Apr 30, 2025	BUY	$46.38 - $52.65 $39,144 - $44,436	844 Added 1.25%	68,236 $3.18 Million
Q4 2024 Feb 05, 2025	BUY	$48.45 - $52.57 $382,706 - $415,250	7,899 Added 13.28%	67,392 $3.35 Million
Q3 2024 Oct 21, 2024	BUY	$43.59 - $49.35 $2,048 - $2,319	47 Added 0.08%	59,493 $2.92 Million
Q2 2024 Jul 17, 2024	BUY	$41.56 - $47.79 $49,705 - $57,156	1,196 Added 2.05%	59,446 $2.77 Million
Q1 2024 Apr 18, 2024	SELL	$38.81 - $45.23 $209,535 - $244,196	-5,399 Reduced 8.48%	58,250 $2.63 Million
Q4 2023 Jan 19, 2024	SELL	$33.24 - $39.9 $2.24 Million - $2.69 Million	-67,498 Reduced 51.47%	63,649 $2.53 Million
Q3 2023 Oct 31, 2023	BUY	$34.33 - $37.33 $88,880 - $96,647	2,589 Added 2.01%	131,147 $4.55 Million
Q2 2023 Jul 14, 2023	SELL	$32.33 - $35.95 $86,967 - $96,705	-2,690 Reduced 2.05%	128,558 $4.62 Million
Q1 2023 Apr 18, 2023	BUY	$30.39 - $33.7 $5,348 - $5,931	176 Added 0.13%	131,248 $4.34 Million
Q4 2022 Jan 30, 2023	BUY	$27.72 - $32.46 $373,776 - $437,690	13,484 Added 11.47%	131,072 $4.02 Million
Q3 2022 Nov 02, 2022	SELL	$28.02 - $34.07 $185,408 - $225,441	-6,617 Reduced 5.33%	117,588 $3.3 Million
Q2 2022 Jul 27, 2022	SELL	$28.63 - $36.15 $2.65 Million - $3.35 Million	-92,565 Reduced 42.7%	124,205 $3.71 Million
Q1 2022 Apr 25, 2022	BUY	$32.88 - $39.25 $559,518 - $667,917	17,017 Added 8.52%	216,770 $7.74 Million
Q4 2021 Feb 03, 2022	BUY	$35.87 - $39.84 $5.61 Million - $6.23 Million	156,332 Added 360.04%	199,753 $7.88 Million
Q3 2021 Oct 29, 2021	BUY	$35.77 - $38.35 $811,084 - $869,586	22,675 Added 109.3%	43,421 $1.57 Million
Q2 2021 Jul 28, 2021	BUY	$33.56 - $36.33 $26,076 - $28,228	777 Added 3.89%	20,746 $753,000
Q1 2021 Apr 21, 2021	BUY	$30.94 - $33.33 $337,988 - $364,096	10,924 Added 120.77%	19,969 $662,000
Q4 2020 Feb 04, 2021	BUY	$27.25 - $31.31 $246,476 - $283,198	9,045 New	9,045 $283,000

Others Institutions Holding USXF

# of Institutions

265

Shares Held

20.3M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Sharkey, Howes & Javer Ishares Esg Advanced Msci Usa Transaction History