Sofi Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sofi Wealth, LLC holds 2,790 shares of USXF stock, worth $129,735. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,790

Holding current value

$129,735

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$48.45 - $52.57 $135,175 - $146,670	2,790 New	2,790 $138,000

Others Institutions Holding USXF

# of Institutions

260

Shares Held

20.8M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

5.08M
Shares

$236 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

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

1.51M
Shares

$70.1 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

1.05M
Shares

$48.7 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

669K
Shares

$31.1 Million
1.12% of portfolio

View Full List

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 Sofi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sofi Wealth, LLC with notifications on news.

Account