A detailed history of Gould Asset Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Gould Asset Management LLC holds 42,725 shares of USXF stock, worth $2.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
42,725
Previous 42,725 -0.0%
Holding current value
$2.18 Million
Previous $1.99 Million 5.33%
% of portfolio
0.45%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$38.81 - $45.23 $372,576 - $434,207
9,600 Added 28.98%
42,725 $1.93 Million
Q4 2023

Feb 02, 2024

BUY
$33.24 - $39.9 $303,315 - $364,087
9,125 Added 38.02%
33,125 $1.32 Million
Q4 2022

Feb 08, 2023

BUY
$27.72 - $32.46 $444,213 - $520,171
16,025 Added 200.94%
24,000 $735,000
Q3 2022

Nov 14, 2022

BUY
$28.02 - $34.07 $223,459 - $271,708
7,975 New
7,975 $223,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Gould Asset Management LLC Portfolio

Follow Gould Asset 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 Gould Asset Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Gould Asset Management LLC with notifications on news.