Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,711 shares of USXF stock, worth $739,816. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,711
Previous 2,110 597.2%
Holding current value
$739,816
Previous $95,000 621.05%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Aug 13, 2024
BUY
$41.56 - $47.79 $523,697 - $602,201
12,601 Added 597.2%
14,711 $685,000
Q1 2024

Jun 11, 2024
SELL
$38.81 - $45.23 $271 - $316
-7 Reduced 0.33%
2,110 $95,000
Q3 2023

Nov 03, 2023
SELL
$34.33 - $37.33 $1,716 - $1,866
-50 Reduced 2.31%
2,117 $73,000
Q1 2023

May 11, 2023
SELL
$30.39 - $33.7 $1,397 - $1,550
-46 Reduced 2.08%
2,167 $71,000
Q4 2022

Feb 09, 2023
SELL
$27.72 - $32.46 $165,294 - $193,558
-5,963 Reduced 72.93%
2,213 $67,000
Q3 2022

Nov 07, 2022
SELL
$28.02 - $34.07 $9,975 - $12,128
-356 Reduced 4.17%
8,176 $229,000
Q2 2022

Aug 01, 2022
SELL
$28.63 - $36.15 $54,282 - $68,540
-1,896 Reduced 18.18%
8,532 $255,000
Q1 2022

May 25, 2022
SELL
$32.88 - $39.25 $7,003 - $8,360
-213 Reduced 2.0%
10,428 $372,000
Q4 2021

Feb 07, 2022
BUY
$35.87 - $39.84 $381,692 - $423,937
10,641 New
10,641 $420,000

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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email