Valmark Advisers, Inc. Ishares Esg Advanced Msci Usa Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,984 shares of USXF stock, worth $453,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,984
Previous 8,131 1.81%
Holding current value
$453,571
Previous $438,000 4.34%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$53.69 - $57.31 $7,892 - $8,424
-147 Reduced 1.81%
7,984 $457,000
Q2 2025

Jul 23, 2025
BUY
$41.54 - $53.93 $21,351 - $27,720
514 Added 6.75%
8,131 $438,000
Q1 2025

Apr 22, 2025
SELL
$46.38 - $52.65 $1,252 - $1,421
-27 Reduced 0.35%
7,617 $355,000
Q4 2024

Jan 30, 2025
BUY
$48.45 - $52.57 $26,308 - $28,545
543 Added 7.65%
7,644 $380,000
Q3 2024

Oct 25, 2024
SELL
$43.59 - $49.35 $38,751 - $43,872
-889 Reduced 11.13%
7,101 $348,000
Q2 2024

Jul 31, 2024
BUY
$41.56 - $47.79 $72,771 - $83,680
1,751 Added 28.07%
7,990 $372,000
Q1 2023

May 01, 2023
BUY
$30.39 - $33.7 $189,603 - $210,254
6,239 New
6,239 $206,000

Others Institutions Holding USXF

# of Institutions
287
Shares Held
18M
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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