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

Wade Financial Advisory, Inc

$278 Million
Q2 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 12,882 shares of USXF stock, worth $631,990. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,882

Previous 11,514 11.88%

Holding current value

$631,990

Previous $519,000 15.61%

% of portfolio

0.22%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

215

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Account

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