Williams Financial, LLC Ishares Esg Advanced Msci Usa Transaction History

Williams Financial, LLC

$125 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$41.56 - $47.79 $6.32 Million - $7.27 Million	152,037 New	152,037 $7.08 Million

Others Institutions Holding USXF

# of Institutions

261

Shares Held

21.1M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.17M
Shares

$260 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$135 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.19M
Shares

$59.8 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$58.3 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

669K
Shares

$33.6 Million
1.12% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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