Wade Financial Advisory, Inc Ishares Esg Advanced Msci Usa Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 12,325 shares of USXF stock, worth $620,933. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,325
Previous 14,678 16.03%
Holding current value
$620,933
Previous $720,000 15.0%
% of portfolio
0.21%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$48.45 - $52.57 $114,002 - $123,697
-2,353 Reduced 16.03%
12,325 $612,000
Q3 2024

Oct 28, 2024
BUY
$43.59 - $49.35 $78,287 - $88,632
1,796 Added 13.94%
14,678 $720,000
Q2 2024

Jul 25, 2024
BUY
$41.56 - $47.79 $56,854 - $65,376
1,368 Added 11.88%
12,882 $600,000
Q1 2024

May 13, 2024
BUY
$38.81 - $45.23 $133,855 - $155,998
3,449 Added 42.77%
11,514 $519,000
Q4 2023

Feb 09, 2024
BUY
$33.24 - $39.9 $5,783 - $6,942
174 Added 2.21%
8,065 $321,000
Q3 2023

Oct 10, 2023
BUY
$34.33 - $37.33 $39,479 - $42,929
1,150 Added 17.06%
7,891 $273,000
Q2 2023

Aug 09, 2023
SELL
$32.33 - $35.95 $26,801 - $29,802
-829 Reduced 10.95%
6,741 $242,000
Q1 2023

Apr 07, 2023
BUY
$30.39 - $33.7 $230,052 - $255,109
7,570 New
7,570 $250,000
Q3 2022

Oct 26, 2022
BUY
$28.02 - $34.07 $48,754 - $59,281
1,740 Added 14.7%
13,580 $381,000
Q2 2022

Aug 05, 2022
BUY
$28.63 - $36.15 $338,979 - $428,016
11,840 New
11,840 $354,000

Others Institutions Holding USXF

# of Institutions
245
Shares Held
19M
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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