Hoxton Planning & Management, LLC Ishares Esg Advanced Msci Usa Transaction History

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 5,366 shares of USXF stock, worth $249,519. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,366
Previous 4,633 15.82%
Holding current value
$249,519
Previous $215,000 22.33%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$43.59 - $49.35 $31,951 - $36,173
733 Added 15.82%
5,366 $263,000
Q2 2024

Jul 18, 2024
SELL
$41.56 - $47.79 $3,781 - $4,348
-91 Reduced 1.93%
4,633 $215,000
Q1 2024

Apr 12, 2024
BUY
$38.81 - $45.23 $183,338 - $213,666
4,724 New
4,724 $213,000
Q2 2023

Jul 20, 2023
SELL
$32.33 - $35.95 $411,237 - $457,284
-12,720 Reduced 69.42%
5,603 $201 Million
Q1 2023

May 15, 2023
SELL
$30.39 - $33.7 $4,345 - $4,819
-143 Reduced 0.77%
18,323 $606 Million
Q4 2022

Jan 25, 2023
BUY
$27.72 - $32.46 $511,877 - $599,406
18,466 New
18,466 $566 Million

Others Institutions Holding USXF

# of Institutions
258
Shares Held
20.8M
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 Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, 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 Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email