Copperleaf Capital, LLC Ishares Esg Advanced Msci Usa Transaction History

Copperleaf Capital, LLC

  • $110 Million
  • Q2 2024

A detailed history of Copperleaf Capital, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Copperleaf Capital, LLC holds 12,411 shares of USXF stock, worth $624,149. This represents 0.53% of its overall portfolio holdings.

Number of Shares
12,411
Previous 10,756 15.39%
Holding current value
$624,149
Previous $485,000 19.18%
% of portfolio
0.53%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $68,781 - $79,092
1,655 Added 15.39%
12,411 $578,000
Q1 2024

May 14, 2024
SELL
$38.81 - $45.23 $16,882 - $19,675
-435 Reduced 3.89%
10,756 $485,000
Q3 2023

Nov 13, 2023
BUY
$34.33 - $37.33 $5,698 - $6,196
166 Added 1.51%
11,191 $387,000
Q2 2023

Aug 11, 2023
BUY
$32.33 - $35.95 $120,170 - $133,626
3,717 Added 50.86%
11,025 $396,000
Q1 2023

May 15, 2023
BUY
$30.39 - $33.7 $222,090 - $246,279
7,308 New
7,308 $241,000

Others Institutions Holding USXF

# of Institutions
224
Shares Held
18.6M
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 Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, 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 Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email