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

West Wealth Group, LLC

$367 Million
Q2 2025

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 10,513 shares of USXF stock, worth $591,356. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,513

Previous 10,843 3.04%

Holding current value

$591,356

Previous $506,000 11.86%

% of portfolio

0.15%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$41.54 - $53.93 $13,708 - $17,796	-330 Reduced 3.04%	10,513 $566,000
Q1 2025 May 05, 2025	SELL	$46.38 - $52.65 $94,476 - $107,248	-2,037 Reduced 15.82%	10,843 $506,000
Q4 2024 Jan 22, 2025	BUY	$48.45 - $52.57 $92,587 - $100,461	1,911 Added 17.42%	12,880 $640,000
Q3 2024 Oct 23, 2024	SELL	$43.59 - $49.35 $12,423 - $14,064	-285 Reduced 2.53%	10,969 $538,000
Q2 2024 Aug 01, 2024	SELL	$41.56 - $47.79 $15,626 - $17,969	-376 Reduced 3.23%	11,254 $524,000
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	$27.72 - $32.46 $32,986 - $38,627	1,190 Added 11.22%	11,793 $0
Q3 2022 Oct 21, 2022	SELL	$28.02 - $34.07 $12,580 - $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

284

Shares Held

18.4M

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