A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,469 shares of USXF stock, worth $174,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,469
Previous 3,498 0.83%
Holding current value
$174,456
Previous $162,000 4.94%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$43.59 - $49.35 $1,264 - $1,431
-29 Reduced 0.83%
3,469 $170,000
Q2 2024

Jul 15, 2024

BUY
$41.56 - $47.79 $7,106 - $8,172
171 Added 5.14%
3,498 $162,000
Q1 2024

Apr 30, 2024

SELL
$38.81 - $45.23 $10,207 - $11,895
-263 Reduced 7.33%
3,327 $150,000
Q4 2023

Feb 07, 2024

BUY
$33.24 - $39.9 $119,331 - $143,241
3,590 New
3,590 $142,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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