Sound View Wealth Advisors Group, LLC Ishares Esg Advanced Msci Usa Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,214 shares of USXF stock, worth $417,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,214
Previous 9,989 17.77%
Holding current value
$417,271
Previous $496,000 22.78%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$46.38 - $52.65 $82,324 - $93,453
-1,775 Reduced 17.77%
8,214 $383,000
Q4 2024

Feb 07, 2025
BUY
$48.45 - $52.57 $3,827 - $4,153
79 Added 0.8%
9,989 $496,000
Q3 2024

Nov 12, 2024
BUY
$43.59 - $49.35 $431,976 - $489,058
9,910 New
9,910 $486,000

Others Institutions Holding USXF

# of Institutions
262
Shares Held
21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email