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 8,948 shares of USXF stock, worth $448,921. This represents 0.44% of its overall portfolio holdings.

Number of Shares
8,948
Previous 7,606 17.64%
Holding current value
$448,921
Previous $354,000 24.01%
% of portfolio
0.44%
Previous 0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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