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 $142,234. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,790

Holding current value

$142,234

% 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

251

Shares Held

19.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$232 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$137 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.51M
Shares

$76.9 Million
0.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$31.8 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$29.9 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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