Wealth Enhancement Advisory Services, LLC Ishares Esg Advanced Msci Usa Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,402 shares of USXF stock, worth $627,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,402

Previous 21,655 38.11%

Holding current value

$627,213

Previous $1.08 Million 41.91%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$46.38 - $52.65 $382,774 - $434,520	-8,253 Reduced 38.11%	13,402 $625,000
Q4 2024 Mar 17, 2025	BUY	$48.45 - $52.57 $500,827 - $543,416	10,337 Added 91.33%	21,655 $1.08 Million
Q3 2024 Oct 23, 2024	SELL	$43.59 - $49.35 $104,310 - $118,094	-2,393 Reduced 17.45%	11,318 $555,000
Q2 2024 Jul 16, 2024	BUY	$41.56 - $47.79 $56,106 - $64,516	1,350 Added 10.92%	13,711 $638,000
Q1 2024 Apr 15, 2024	BUY	$38.81 - $45.23 $4,657 - $5,427	120 Added 0.98%	12,361 $558,000
Q4 2023 Jan 30, 2024	SELL	$33.24 - $39.9 $3,955 - $4,748	-119 Reduced 0.96%	12,241 $487,000
Q3 2023 Nov 13, 2023	BUY	$34.33 - $37.33 $424,318 - $461,398	12,360 New	12,360 $428,000
Q1 2023 Apr 25, 2023	BUY	$30.39 - $33.7 $185,530 - $205,738	6,105 New	6,105 $201,000

Others Institutions Holding USXF

# of Institutions

262

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Wealth Enhancement Advisory Services, LLC Ishares Esg Advanced Msci Usa Transaction History