Wealth Shield Partners, LLC Ishares Esg Advanced Msci Usa Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,704 shares of USXF stock, worth $86,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,704

Previous 1,485 14.75%

Holding current value

$86,869

Previous $72,000 16.67%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$48.45 - $52.57 $10,610 - $11,512	219 Added 14.75%	1,704 $84,000
Q1 2024 Apr 29, 2024	BUY	$38.81 - $45.23 $3,648 - $4,251	94 Added 6.76%	1,485 $67,000
Q4 2023 Jan 23, 2024	SELL	$33.24 - $39.9 $3,722 - $4,468	-112 Reduced 7.45%	1,391 $55,000
Q3 2023 Oct 25, 2023	SELL	$34.33 - $37.33 $1,167 - $1,269	-34 Reduced 2.21%	1,503 $52,000
Q2 2023 Aug 03, 2023	BUY	$32.33 - $35.95 $840 - $934	26 Added 1.72%	1,537 $55,000
Q1 2023 May 08, 2023	BUY	$30.39 - $33.7 $45,919 - $50,920	1,511 New	1,511 $49,000
Q3 2021 Nov 12, 2021	SELL	$35.77 - $38.35 $61,381 - $65,808	-1,716 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$33.56 - $36.33 $1,073 - $1,162	-32 Reduced 1.83%	1,716 $62,000
Q1 2021 May 17, 2021	BUY	$30.94 - $33.33 $54,083 - $58,260	1,748 New	1,748 $58,000

Others Institutions Holding USXF

# of Institutions

251

Shares Held

19.3M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Wealth Shield Partners, LLC Ishares Esg Advanced Msci Usa Transaction History