Buck Wealth Strategies, LLC Ishares Esg Advanced Msci Usa Transaction History

Buck Wealth Strategies, LLC

$338 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$38.81 - $45.23 $323,481 - $376,992	8,335 New	8,335 $376,000
Q3 2023 Nov 06, 2023	BUY	$34.33 - $37.33 $2,643 - $2,874	77 New	77 $2,000

Others Institutions Holding USXF

# of Institutions

224

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

4.53M
Shares

$228 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

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

1.36M
Shares

$68.3 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

605K
Shares

$30.4 Million
1.06% of portfolio
Adviser Investments LLC

584K
Shares

$29.3 Million
0.36% of portfolio

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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