Valtinson Bruner Financial Planning LLC Ishares Esg Advanced Msci Usa Transaction History

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 4,177 shares of USXF stock, worth $237,963. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,177
Previous 4,904 14.82%
Holding current value
$237,963
Previous $264,000 9.47%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 04, 2025
SELL
$53.69 - $57.31 $39,032 - $41,664
-727 Reduced 14.82%
4,177 $239,000
Q2 2025

Aug 06, 2025
SELL
$41.54 - $53.93 $31,279 - $40,609
-753 Reduced 13.31%
4,904 $264,000
Q1 2025

May 14, 2025
BUY
$46.38 - $52.65 $24,813 - $28,167
535 Added 10.45%
5,657 $264,000
Q4 2024

Feb 10, 2025
BUY
$48.45 - $52.57 $248,160 - $269,263
5,122 New
5,122 $254,000

Others Institutions Holding USXF

# of Institutions
283
Shares Held
16.6M
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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