Kestra Private Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 16,479 shares of USXF stock, worth $938,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,479

Previous 9,197 79.18%

Holding current value

$938,808

Previous $495,000 90.71%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$53.69 - $57.31 $390,970 - $417,331	7,282 Added 79.18%	16,479 $944,000
Q2 2025 Aug 07, 2025	BUY	$41.54 - $53.93 $955 - $1,240	23 Added 0.25%	9,197 $495,000
Q1 2025 May 05, 2025	BUY	$46.38 - $52.65 $927 - $1,053	20 Added 0.22%	9,174 $428,000
Q4 2024 Jan 28, 2025	BUY	$48.45 - $52.57 $39,874 - $43,265	823 Added 9.88%	9,154 $455,000
Q3 2024 Nov 13, 2024	BUY	$43.59 - $49.35 $134,431 - $152,195	3,084 Added 58.78%	8,331 $408,000

Q2 2024 Aug 12, 2024	BUY	$41.56 - $47.79 $415 - $477	10 Added 0.19%	5,247 $244,000
Q1 2024 May 02, 2024	BUY	$38.81 - $45.23 $504 - $587	13 Added 0.25%	5,237 $236,000
Q4 2023 Feb 05, 2024	BUY	$33.24 - $39.9 $173,645 - $208,437	5,224 New	5,224 $208,000

Others Institutions Holding USXF

# of Institutions

283

Shares Held

16.6M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Kestra Private Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History