National Wealth Management Group, LLC Ishares Esg Advanced Msci Usa Transaction History

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,099 shares of USXF stock, worth $974,130. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,099
Previous 16,912 1.11%
Holding current value
$974,130
Previous $969 Million 1.58%
% of portfolio
0.34%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$56.25 - $59.38 $10,518 - $11,104
187 Added 1.11%
17,099 $985 Million
Q3 2025

Oct 31, 2025
BUY
$53.69 - $57.31 $11,113 - $11,863
207 Added 1.24%
16,912 $969 Million
Q2 2025

Sep 25, 2025
SELL
$41.54 - $53.93 $74,647 - $96,912
-1,797 Reduced 9.71%
16,705 $901 Million
Q1 2025

May 15, 2025
BUY
$46.38 - $52.65 $19,850 - $22,534
428 Added 2.37%
18,502 $863 Million
Q4 2024

Feb 12, 2025
BUY
$48.45 - $52.57 $31,880 - $34,591
658 Added 3.78%
18,074 $899 Million
Q3 2024

Nov 13, 2024
BUY
$43.59 - $49.35 $66,387 - $75,160
1,523 Added 9.58%
17,416 $855 Million
Q2 2024

Aug 09, 2024
BUY
$41.56 - $47.79 $113,749 - $130,801
2,737 Added 20.8%
15,893 $740 Million
Q1 2024

May 17, 2024
BUY
$38.81 - $45.23 $43,234 - $50,386
1,114 Added 9.25%
13,156 $594 Million
Q4 2023

Feb 01, 2024
BUY
$33.24 - $39.9 $87,687 - $105,256
2,638 Added 28.05%
12,042 $480 Million
Q3 2023

Nov 13, 2023
BUY
$34.33 - $37.33 $116,962 - $127,183
3,407 Added 56.81%
9,404 $326 Million
Q2 2023

Aug 09, 2023
BUY
$32.33 - $35.95 $193,883 - $215,592
5,997 New
5,997 $218 Million

Others Institutions Holding USXF

# of Institutions
284
Shares Held
16.7M
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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