Institutional & Family Asset Management, LLC Ishares Esg Advanced Msci Usa Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$30.39 - $33.7 $1.08 Million - $1.2 Million	-35,500 Reduced 94.31%	2,140 $70,000
Q4 2022 Feb 08, 2023	BUY	$27.72 - $32.46 $984,060 - $1.15 Million	35,500 Added 1658.88%	37,640 $1.15 Million
Q3 2022 Nov 07, 2022	BUY	$28.02 - $34.07 $17,876 - $21,736	638 Added 42.48%	2,140 $60,000
Q1 2021 May 06, 2021	BUY	$30.94 - $33.33 $46,471 - $50,061	1,502 New	1,502 $50,000

Others Institutions Holding USXF

# of Institutions

224

Shares Held

18.6M

Call Options Held

Put Options Held

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

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

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