Wealthsource Partners, LLC Ishares Esg Advanced Msci Usa Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,703 shares of USXF stock, worth $2.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
44,703
Previous 48,400 7.64%
Holding current value
$2.1 Million
Previous $1.68 Million 6.14%
% of portfolio
0.12%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$33.24 - $39.9 $122,888 - $147,510
-3,697 Reduced 7.64%
44,703 $1.78 Million
Q3 2023

Nov 09, 2023
SELL
$34.33 - $37.33 $180,095 - $195,833
-5,246 Reduced 9.78%
48,400 $1.68 Million
Q2 2023

Aug 14, 2023
SELL
$32.33 - $35.95 $61,523 - $68,412
-1,903 Reduced 3.43%
53,646 $1.93 Million
Q1 2023

May 15, 2023
BUY
$30.39 - $33.7 $15,954 - $17,692
525 Added 0.95%
55,549 $1.84 Million
Q4 2022

Feb 09, 2023
SELL
$28.92 - $32.46 $143,674 - $161,261
-4,968 Reduced 8.28%
55,024 $1.69 Million
Q3 2022

Nov 14, 2022
BUY
$28.72 - $34.07 $5,830 - $6,916
203 Added 0.34%
59,992 $1.68 Million
Q2 2022

Aug 10, 2022
SELL
$28.63 - $36.15 $1.01 Million - $1.27 Million
-35,212 Reduced 37.06%
59,789 $1.79 Million
Q1 2022

May 09, 2022
BUY
$32.88 - $39.25 $140,759 - $168,029
4,281 Added 4.72%
95,001 $3.39 Million
Q4 2021

Feb 14, 2022
BUY
$35.87 - $39.84 $39,887 - $44,302
1,112 Added 1.24%
90,720 $3.58 Million
Q3 2021

Nov 18, 2021
BUY
$35.77 - $38.35 $1.32 Million - $1.41 Million
36,897 Added 70.0%
89,608 $3.24 Million
Q2 2021

Nov 18, 2021
BUY
$33.56 - $36.33 $348,554 - $377,323
10,386 Added 24.54%
52,711 $1.91 Million
Q1 2021

Jun 21, 2021
BUY
$30.94 - $33.33 $344,578 - $371,196
11,137 Added 35.71%
42,325 $1.4 Million
Q4 2020

Feb 12, 2021
BUY
$27.25 - $31.31 $849,873 - $976,496
31,188 New
31,188 $976,000

Others Institutions Holding USXF

# of Institutions
206
Shares Held
17.6M
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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