Verity Wealth Advisors Ishares Esg Advanced Msci Usa Transaction History

Verity Wealth Advisors

  • $130 Million
  • Q1 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Verity Wealth Advisors holds 26,031 shares of USXF stock, worth $1.22 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
26,031
Previous 23,240 12.01%
Holding current value
$1.22 Million
Previous $925,000 27.03%
% of portfolio
0.9%
Previous 0.8%

Shares

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

Apr 04, 2024
BUY
$38.81 - $45.23 $108,318 - $126,236
2,791 Added 12.01%
26,031 $1.18 Million
Q4 2023

Jan 04, 2024
BUY
$33.24 - $39.9 $75,022 - $90,054
2,257 Added 10.76%
23,240 $925,000
Q2 2023

Jul 27, 2023
BUY
$32.33 - $35.95 $169,150 - $188,090
5,232 Added 33.22%
20,983 $754,000
Q1 2023

May 08, 2023
SELL
$30.39 - $33.7 $2,765 - $3,066
-91 Reduced 0.57%
15,751 $520,000
Q4 2022

Jan 11, 2023
SELL
$28.92 - $32.46 $269,910 - $302,949
-9,333 Reduced 37.07%
15,842 $0
Q2 2022

Jul 12, 2022
BUY
$28.63 - $36.15 $720,760 - $910,076
25,175 New
25,175 $752,000

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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