Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Usa Transaction History

Spectrum Planning & Advisory Services Inc.

  • $133 Million
  • Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 7,253 shares of USXF stock, worth $404,137. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,253
Previous 10,763 32.61%
Holding current value
$404,137
Previous $502,000 22.11%
% of portfolio
0.29%
Previous 0.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$41.54 - $53.93 $145,805 - $189,294
-3,510 Reduced 32.61%
7,253 $391,000
Q1 2025

Apr 22, 2025
BUY
$46.38 - $52.65 $76,944 - $87,346
1,659 Added 18.22%
10,763 $502,000
Q4 2024

Jan 22, 2025
BUY
$48.45 - $52.57 $7,558 - $8,200
156 Added 1.74%
9,104 $452,000
Q3 2024

Nov 08, 2024
BUY
$43.59 - $49.35 $58,497 - $66,227
1,342 Added 17.64%
8,948 $439,000
Q2 2024

Jul 18, 2024
BUY
$41.56 - $47.79 $14,753 - $16,965
355 Added 4.9%
7,606 $354,000
Q4 2023

Jan 18, 2024
BUY
$33.24 - $39.9 $241,023 - $289,314
7,251 New
7,251 $288,000
Q1 2023

Apr 18, 2023
BUY
$30.39 - $33.7 $245,763 - $272,531
8,087 New
8,087 $267,000
Q3 2022

Oct 17, 2022
BUY
$28.02 - $34.07 $5,211 - $6,337
186 Added 2.59%
7,355 $206,000
Q2 2022

Jul 15, 2022
SELL
$28.63 - $36.15 $50,760 - $64,093
-1,773 Reduced 19.83%
7,169 $214,000
Q1 2022

Apr 18, 2022
BUY
$32.88 - $39.25 $10,455 - $12,481
318 Added 3.69%
8,942 $319,000
Q4 2021

Jan 19, 2022
BUY
$35.87 - $39.84 $8,716 - $9,681
243 Added 2.9%
8,624 $340,000
Q3 2021

Oct 13, 2021
BUY
$35.77 - $38.35 $299,788 - $321,411
8,381 New
8,381 $303,000

Others Institutions Holding USXF

# of Institutions
272
Shares Held
18.9M
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
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