Wealthgarden F.S. LLC Ishares Esg Advanced Msci Usa Transaction History

Wealthgarden F.S. LLC

$94.9 Billion
Q2 2024

A detailed history of Wealthgarden F.S. LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 11,237 shares of USXF stock, worth $588,369. This represents 0.55% of its overall portfolio holdings.

Number of Shares

11,237

Holding current value

$588,369

% of portfolio

0.55%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$41.56 - $47.79 $467,009 - $537,016	11,237 New	11,237 $523 Million

Others Institutions Holding USXF

# of Institutions

227

Shares Held

18.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$238 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$141 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$71.2 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

605K
Shares

$31.7 Million
1.06% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.7 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Wealthgarden F.S. LLC Ishares Esg Advanced Msci Usa Transaction History