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 $2.27 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
44,703
Previous 48,400 7.64%
Holding current value
$2.27 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
$27.72 - $32.46 $137,712 - $161,261
-4,968 Reduced 8.28%
55,024 $1.69 Million
Q3 2022

Nov 14, 2022
BUY
$28.02 - $34.07 $5,688 - $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
262
Shares Held
21M
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email