United Capital Financial Advisers, LLC Ishares Esg Advanced Msci Usa Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 70,525 shares of USXF stock, worth $3.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
70,525
Previous 72,281 2.43%
Holding current value
$3.32 Million
Previous $2.88 Million 10.63%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$38.81 - $45.23 $68,150 - $79,423
-1,756 Reduced 2.43%
70,525 $3.18 Million
Q4 2023

Feb 14, 2024
BUY
$33.24 - $39.9 $2.4 Million - $2.88 Million
72,281 New
72,281 $2.88 Million
Q2 2022

Aug 11, 2022
BUY
$28.63 - $36.15 $26,883 - $33,944
939 Added 14.12%
7,588 $227,000
Q1 2022

May 16, 2022
SELL
$32.88 - $39.25 $26,862 - $32,067
-817 Reduced 10.94%
6,649 $237,000
Q4 2021

Feb 14, 2022
BUY
$35.87 - $39.84 $267,805 - $297,445
7,466 New
7,466 $294,000

Others Institutions Holding USXF

# of Institutions
206
Shares Held
17.6M
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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