Marcum Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Marcum Wealth, LLC holds 11,607 shares of USXF stock, worth $539,725. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,607

Previous 11,583 0.21%

Holding current value

$539,725

Previous $575,000 6.26%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$46.38 - $52.65 $1,113 - $1,263	24 Added 0.21%	11,607 $539,000
Q4 2024 Jan 13, 2025	SELL	$48.45 - $52.57 $92,151 - $99,988	-1,902 Reduced 14.1%	11,583 $575,000
Q3 2024 Oct 08, 2024	SELL	$43.59 - $49.35 $16,651 - $18,851	-382 Reduced 2.75%	13,485 $661,000
Q2 2024 Jul 02, 2024	BUY	$41.56 - $47.79 $166 - $191	4 Added 0.03%	13,867 $645,000
Q4 2023 Jan 10, 2024	BUY	$33.24 - $39.9 $4,620 - $5,546	139 Added 1.01%	13,863 $552,000
Q3 2023 Oct 10, 2023	BUY	$34.33 - $37.33 $823 - $895	24 Added 0.18%	13,724 $475,000
Q2 2023 Jul 13, 2023	BUY	$32.33 - $35.95 $207,267 - $230,475	6,411 Added 87.95%	13,700 $492,000
Q1 2023 Apr 19, 2023	BUY	$30.39 - $33.7 $221,512 - $245,639	7,289 New	7,289 $241,000

Others Institutions Holding USXF

# of Institutions

258

Shares Held

20.8M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History