West Wealth Group, LLC Ishares Esg Advanced Msci Usa Transaction History

West Wealth Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, West Wealth Group, LLC holds 11,630 shares of USXF stock, worth $546,493. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,630
Previous 11,802 1.46%
Holding current value
$546,493
Previous $469,000 11.94%
% of portfolio
0.2%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$38.81 - $45.23 $6,675 - $7,779
-172 Reduced 1.46%
11,630 $525,000
Q4 2023

Jan 18, 2024
BUY
$33.24 - $39.9 $9,273 - $11,132
279 Added 2.42%
11,802 $469,000
Q3 2023

Oct 06, 2023
BUY
$34.33 - $37.33 $15,517 - $16,873
452 Added 4.08%
11,523 $399,000
Q2 2023

Jul 26, 2023
BUY
$32.33 - $35.95 $1,260 - $1,402
39 Added 0.35%
11,071 $398,000
Q1 2023

Apr 06, 2023
SELL
$30.39 - $33.7 $23,126 - $25,645
-761 Reduced 6.45%
11,032 $364,000
Q4 2022

Jan 23, 2023
BUY
$28.92 - $32.46 $34,414 - $38,627
1,190 Added 11.22%
11,793 $0
Q3 2022

Oct 21, 2022
SELL
$28.72 - $34.07 $12,895 - $15,297
-449 Reduced 4.06%
10,603 $297,000
Q2 2022

Jul 27, 2022
SELL
$28.63 - $36.15 $59,321 - $74,902
-2,072 Reduced 15.79%
11,052 $330,000
Q1 2022

May 05, 2022
BUY
$32.88 - $39.25 $257,253 - $307,092
7,824 Added 147.62%
13,124 $468,000
Q4 2021

May 05, 2022
BUY
$35.87 - $39.84 $190,111 - $211,152
5,300 New
5,300 $209,000

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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